Seeking Alpha的动态

NVIDIA Q1 FY25 visualized Record quarterly revenue of $22.1 billion (+262% Y/Y) Record quarterly Data Center revenue of $18.4 billion (+428% Y/Y) Huge Net profit with over 50% margin at $14.9B (+628% Y/Y)

Nvidia's Financial Frontier Explored! Dive into the financial realm of Nvidia! From soaring revenue to robust profit margins and a sturdy balance sheet—swipe left to uncover the driving force behind this semiconductor powerhouse.

ICYMI, we at Leverage Shares had discussed the ramifications of #nvidia's Q1 earnings last week, which are now highlighted by the good folks at Trackinsight Read on! #semiconductors #AI #chipmakers #stocks #marketcommentary

Nvidia: This is what "good" looks like. Revenue - Q4 Total Revenue up 22% from Q3 and 265% from a year ago - Q4 Data Center Revenue up 27% from Q3 and 409% from a year ago - Full Year Revenue up 126% Earnings per Share - Q4 EPS up 33% from Q3 and 765% from a year ago - Full Year EPS up 586% from a year ago

Keep in mind, "Risks" as part of the 10K is a legal obligation & overstates risks and competition as a result. If the thesis that general computing will shed its skin and make way for worldwide adoption of accelerated computing, there's no stopping this behemoth. My mathematical IRR calculation for NVIDIA is at 21%. Not surprising. The EV/EBITDA is lower than many of my lower growth compounders at the moment, and non-sbc FCF yield is around 2.5%, which is great value for a fast growing company. I am pricing in, along with Wall Street analysts, for growth to level off sharply in calendar year 2025. Triple digit growth is obviously not sustainable, let alone >50% growth. Amongst my 12 holdings, NVIDIA is currently my 6th largest.

Comparing Nvidia's Q4 FY2023 earnings call with Intel's IFS Direct Connect 2024 presentation can provide valuable insights into each company's investor engagement strategies. Nvidia's call highlighted its record revenue, significant year-on-year growth, and strategic emphasis on data center and AI technologies. This approach demonstrated Nvidia's clear communication of financial success and technological leadership to investors. In contrast, a close look at Intel's event exposes a missed opportunity in effectively engaging with investors by focusing more on technology than on customer success stories and strategic market positioning. This comparison underscores the importance of balancing technical showcases with clear, strategic narratives that align with investor interests, highlighting how companies can leverage such events to bolster investor confidence and market perception. #corporatecommunications https://lnkd.in/ecSYVmuM

Last week markets were all about the spectacular performance of Nvidia which lifted the entire sector, US markets and even the global markets. Strong data from the US suggests that interest rate cuts may be pushed somewhat into the future than what the market has currently priced in. ??Read our full report :- https://bit.ly/3SY8yrC #nvidia #stockmarket #us #asascapital #globalmarket #interestrate #2024insights

???NVIDIA Q3 Earnings: Strong Performance and Future Outlook??? NVIDIA (NVDA) delivered a?remarkable Q3 2024, posting revenue of?$35.08 billion, a?93.6% YoY increase, and?EPS of $0.81, beating estimates by 8%. This reflects continued strength across multiple sectors, with?Data Centerleading the charge. ?? Here’s a deeper look at the numbers: ???Gaming: $3.28B (+14.8% YoY) — NVIDIA’s gaming division continues to show resilience despite market challenges. ???Data Center: $30.77B (+112% YoY) — AI and cloud adoption remain key drivers of growth here, solidifying NVDA’s position as the leader in AI-powered infrastructure. ???Automotive: $449M (+72% YoY) — The shift towards autonomous driving and electric vehicles is fueling significant expansion in this sector. ???Professional Visualization: $486M (+16.8% YoY) — A slight miss but still solid growth. ???Networking: $3.13B — While slightly below expectations, NVIDIA’s broadening of AI solutions across industries is expected to stabilize this segment. Why This Matters: Data Center?growth (+112%) is the standout performer, underscoring the accelerating demand for AI-driven infrastructure. With AI technologies continuing to evolve rapidly, NVIDIA’s dominance in this area positions it for long-term success. Gaming?remains a steady revenue generator, and as AI enhances gaming experiences (e.g., ray tracing), this segment could see sustained growth. Automotive and Professional Visualization?also show promising trends, suggesting diversification in NVIDIA’s business model, which reduces dependency on gaming or data centers alone. What’s Next for NVIDIA? Looking ahead, NVIDIA’s future remains highly promising. With a?Zacks Rank #1 (Strong Buy), analysts expect continued outperformance as the company capitalizes on AI-driven market opportunities. ???? Key factors to watch: AI and Cloud Expansion: As enterprises continue to ramp up AI investments, NVIDIA is perfectly positioned with its GPUs and networking solutions. Automotive Growth: The push towards autonomous and electric vehicles means potential long-term upside in NVIDIA’s automotive division. Earnings Estimate Revisions: Positive revisions indicate confidence in NVDA’s ability to maintain growth momentum. The upcoming quarters should give further insights into how NVIDIA adapts to potential macroeconomic challenges. Investor Sentiment: With a?196.9% YTD?gain, NVIDIA has proven its resilience in a challenging environment. As it continues to lead in key sectors like AI, cloud computing, and autonomous driving,?NVIDIA’s future remains bullish. Investors will be watching closely for further?upward revisions?to earnings estimates. #NVIDIA #EarningsReport #AI #TechStocks #DataCenter #Gaming #Automotive #AIRevolution #StockMarket #Investing #Growth #TechInnovation #NVDA #yahoo https://lnkd.in/daXUU5vW

BREAKING: The World’s Most Valuable Company NVIDIA Beats On Revenue & Earnings — Data Center Revenue Hits $30 Billion ?? Here’s a breakdown of their latest earnings report: ? Revenue: $35.1B vs $33.1B exp (+94%) ? Adjusted EPS: $0.81 vs $0.75 exp ? Gross Margin: 75% vs 74.8% exp ? Data Center Revenue: $30.8B vs $29.1B exp (+112%) ? Gaming Revenue: $3.3B vs $3B exp (+15) ? Q4 Revenue Guidance: $37.5B (+-2%) vs $37.1B exp CEO, Jensen Huang said: "Demand for Hopper & Anticipation for Blackwell — in full Production — are incredible" Super impressive results yet again, but the stock dropped 2-3% in after-hours. Q4 Guidance not quite WOW enough for the street? Beat.

? Nvidia (NVDA) Q4 Revenue Report Summary: Nvidia has reported impressive revenue figures for Q4: ? Total Revenue: $22.1 billion, marking a remarkable 265% year-over-year (YoY) increase. ? Data Center Revenue: Surged to $18.4 billion, surpassing consensus expectations of $16.8 billion, with a staggering YoY growth of 409%. This exceptional growth underscores Nvidia’s strong performance and dominance in the data center segment. $NVDA $TSM