Moomoo AIのまとめ
NVIDIA Corporation reported a significant increase in financial performance for the third quarter of fiscal year 2025, with revenue reaching $35.1 billion, a 94% increase year-over-year and a 17% increase sequentially. The company's operating income saw a 110% increase from the previous year to $21.869 billion, and net income rose by 109% to $19.309 billion. Diluted earnings per share also saw a substantial rise of 111% year-over-year to $0.78. NVIDIA's growth was primarily driven by strong demand for its Hopper computing platform and data center solutions, with Data Center revenue up 112% from the previous year. The company also reported growth in its Gaming, Professional Visualization, and Automotive segments. NVIDIA is facing supply constraints for its Hopper and upcoming Blackwell systems, with demand expected to...Show More
NVIDIA Corporation reported a significant increase in financial performance for the third quarter of fiscal year 2025, with revenue reaching $35.1 billion, a 94% increase year-over-year and a 17% increase sequentially. The company's operating income saw a 110% increase from the previous year to $21.869 billion, and net income rose by 109% to $19.309 billion. Diluted earnings per share also saw a substantial rise of 111% year-over-year to $0.78. NVIDIA's growth was primarily driven by strong demand for its Hopper computing platform and data center solutions, with Data Center revenue up 112% from the previous year. The company also reported growth in its Gaming, Professional Visualization, and Automotive segments. NVIDIA is facing supply constraints for its Hopper and upcoming Blackwell systems, with demand expected to exceed supply for several quarters into fiscal year 2026. The company is increasing supply and capacity purchases to meet demand projections and has entered into prepaid manufacturing and capacity agreements. NVIDIA's global trade has been impacted by U.S. government licensing requirements affecting exports to China and other regions, which may harm the company's competitive position. Macroeconomic factors and geopolitical tensions continue to pose risks to NVIDIA's operations. The company's liquidity remains strong, with $38.5 billion in cash, cash equivalents, and marketable securities as of October 27, 2024.
NVIDIA社は2025年第3四半期の財務パフォーマンスで大幅な増加を報告し、売上高は前年比94%増の$351億に達し、前年比で17%増加しました。同社の営業利益は前年比110%増の$218.69億を記録し、当期純利益も109%増の$193.09億に上昇しました。希薄化後1株当たりの収益も前年比111%増の$0.78に急増しました。NVIDIAの成長は、Hopperコンピューティングプラットフォームやidc関連ソリューションへの強力な需要によって主に推進され、idc関連の売上高は前年比112%増加しました。同社はゲーム、プロフェッショナルビジュアライゼーション、自動車セグメントでも成長を報告し...すべて展開
NVIDIA社は2025年第3四半期の財務パフォーマンスで大幅な増加を報告し、売上高は前年比94%増の$351億に達し、前年比で17%増加しました。同社の営業利益は前年比110%増の$218.69億を記録し、当期純利益も109%増の$193.09億に上昇しました。希薄化後1株当たりの収益も前年比111%増の$0.78に急増しました。NVIDIAの成長は、Hopperコンピューティングプラットフォームやidc関連ソリューションへの強力な需要によって主に推進され、idc関連の売上高は前年比112%増加しました。同社はゲーム、プロフェッショナルビジュアライゼーション、自動車セグメントでも成長を報告しています。NVIDIAは、Hopperおよび今後のBlackwellシステムの供給制約に直面しており、需要が2026会計年度に数四半期にわたって供給を上回る見込みです。同社は需要予測に対応するために供給とキャパシティの購入を増やしており、前払い型の製造およびキャパシティ契約に参加しています。NVIDIAのグローバル取引は、中国やその他の地域への輸出に影響を及ぼす米国政府のライセンス要件の影響を受けており、これが同社の競争力を損なう可能性があります。マクロ経済要因や地政学的な緊張は、NVIDIAの事業にリスクをもたらし続けています。同社の流動性は2024年10月27日時点で$385億の現金、現金同等物、および有価証券を保有するなど引き続き強力です。
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