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NVIDIA Beats, After-Hours Yawns; PANW and SNOW Report, Too
ZACKS· 2024-11-21 08:35
Wednesday, November 20, 2024Market indexes were flat on the day today, with some mixed big-box retail earnings numbers from Target (TGT) which missed and TJX Companies (TJX) which beat, but without a lot to hang our hat on. The major indexes were in the red most of the day; only the Nasdaq was (slightly) there at the close.The Dow gained +139 points on the session, +0.32%, while the S&P 500 was virtually flat at +0.008% at the close and the small-cap Russell 2000 was +0.045% on the day. The Nasdaq posted a ...
Nvidia: Is Beating Expectations Not Enough Anymore?
Seeking Alpha· 2024-11-21 08:14
As a long-term owner of NVIDIA (NASDAQ: NVDA ), I enjoyed watching and even covering its outstanding growth and emergence as an undisputable leader of the ongoing AI revolution. Whenever (which has been 'daily' for quite some time) major tech players wish to dig for theWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend ...
Nvidia Turned In The Base Case For Q3 '25 With No Catalyst In Sight (Rating Downgrade)
Seeking Alpha· 2024-11-21 08:06
The past quarter’s focus has largely been on Blackwell, with NVIDIA Corporation (NASDAQ: NVDA ) (NEOE: NVDA:CA ) left to fend for itself amidst repeated speculations on the new product line’s potential shipment delays. These allegations have spannedAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiv ...
英伟达Q4业绩指引不及最高预期,盘后股价一度跌超5%
证券时报网· 2024-11-21 08:05
财务数据 - 英伟达2025财年第三财季营业收入350.8亿美元同比增长94%调整后毛利率为75% [1] - 上季度英伟达给出本季度业绩指引收入中值325亿美元GAAP毛利率74.4%GAAP经营开支43亿美元对应指引计算出净利润为168亿美元 [1] - 目前FY25Q3彭博一致预期为332亿美元收入与75%毛利率 [1] - 英伟达2025财年第四财季营收预计为375亿美元上下浮动2%GAAP和Non - GAAP毛利率预计分别为73.0%和73.5%上下浮动50个基点即最低72.5%最高74% [1] - 关于四季度业绩当前彭博一致预期为372亿美元第一上海证券了解到目前买方一致预期在380 - 390亿美元左右 [2] 业务数据 - 三季度数据中心营收308亿美元同比增长112%分析师预期为291.4亿美元 [1] - 三季度游戏和AI PC业务营收33亿美元同比增长15%分析师预期为30.6亿美元 [1] - 三季度专业可视化营收4.86亿美元同比增长17%分析师预期为4.777亿美元 [1] - 三季度汽车业务营收4.49亿美元同比增长72%分析师预期为3.645亿美元 [1] Blackwell相关 - Blackwell生产出货计划于2025财年第四季度开始并将持续到2026财年公司将在2025财年第四季度及以后同时出货Hopper和Blackwell系统Hopper和Blackwell系统都存在一定供应限制预计2026财年Blackwell需求将超过供应几个季度 [2] - 英伟达新一代Blackwell AI芯片在高容量服务器机架中存在严重过热问题在配置72个处理器服务器中过热此类服务器每个机架功耗最高可达120千瓦过热问题迫使英伟达多次修改机架设计限制GPU性能还可能损坏硬件 [4] - 英伟达要求供应商调整机架设计并与合作伙伴一起优化散热系统这可能进一步推迟产品交付时间引起GoogleMeta和Microsoft等客户担忧 [4] - 英伟达已多次要求其供应商改变机架设计以解决过热问题 [5] - 英伟达发言人表示公司正与云服务提供商密切合作设计调整属于正常研发流程一部分希望通过合作确保最终产品在性能和可靠性方面达到预期同时加紧解决技术瓶颈 [5] - 英伟达回复称英伟达GB200系统是有史以来最先进计算机芯片将它们集成到各种数据中心环境中需要与客户共同设计客户都在竞相部署正在与领先云服务提供商合作工程迭代是正常且符合预期的 [5] 股价与财报影响 - 财报公布后收跌近0.8%英伟达股价盘后跌幅进一步扩大盘后一度跌超5% [3] - 华尔街分析师们普遍认为这份财报关系到靠着人工智能炒作起来牛市是否仍有支撑还是说AI泡沫即将就此刺破 [3] - 美银评论称与下一次非农就业数据、CPI或美联储会议相比该芯片制造商盈利对标准普尔500指数构成风险可能更大英伟达最新业绩报告可能会决定美国股市近期走势 [3] - 丹·艾夫斯预计黄仁勋将带来令人震惊事件为牛市引擎注入动力 [3] - Matt Weller指出英伟达所交出成绩仅仅是好可能还不够 [3]
Nvidia (NVDA) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-11-21 08:00
公司财报数据 - 截至2024年10月的季度英伟达(NVDA)营收为350.8亿美元同比增长93.6%每股收益(EPS)为0.81美元去年同期为0.40美元[1] - 营收较Zacks共识预期的333.3亿美元高出5.27% EPS超出预期8.00%共识EPS预期为0.75美元[1] - 游戏业务营收32.8亿美元九位分析师平均预期为30.6亿美元同比增长14.8%[3] - 专业可视化业务营收4.86亿美元九位分析师平均预期为49315万美元同比增长16.8%[3] - 数据中心业务营收307.7亿美元九位分析师平均预期为289亿美元同比增长112%[3] - OEM和其他业务营收9700万美元九位分析师平均预期为8728万美元同比增长32.9%[3] - 汽车业务营收4.49亿美元九位分析师平均预期为36082万美元同比增长72%[3] - 数据中心计算机业务营收276.4亿美元两位分析师平均预期为247.5亿美元[3] - 数据中心网络业务营收31.3亿美元两位分析师平均预期为40亿美元[3] 股票表现 - 英伟达股票过去一个月回报率为+2.4% Zacks标准普尔500综合指数变化为+1%[4] - 股票目前Zacks评级为1(强力买入)表明近期可能跑赢大盘[4]
英伟达第三季度营收几乎翻倍
证券时报网· 2024-11-21 07:51
证券时报网讯,当地时间11月20日,英伟达2025财年第三季度调整后每股收益为0.81美元,预期0.74美 元;营收351亿美元,预期332.5亿美元,上年同期为181.2亿美元;净利润193.09亿美元,预期169.3亿美 元,上年同期为92.43亿美元。 数据中心营收308亿美元,预期291.4亿美元。 游戏营收33亿美元,预期30.6亿美元。 毛利润率75%,符合市场预期。 校对:苏焕文 ...
英伟达:Blackwell的生产正在全速进行
证券时报网· 2024-11-21 07:47
证券时报网讯,英伟达表示,Blackwell的生产正在全速进行,在第四财季有望超过之前对Blackwell收 入为数十亿美元的预估,预计在全面提速后,Blackwell的利润率将达到70%的中段左右。 校对:苏焕文 ...
Nvidia (NVDA) Tops Q3 Earnings and Revenue Estimates
ZACKS· 2024-11-21 07:30
Nvidia (NVDA) came out with quarterly earnings of $0.81 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.40 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8%. A quarter ago, it was expected that this maker of graphics chips for gaming and artificial intelligence would post earnings of $0.64 per share when it actually produced earnings of $0.68, delivering a surprise of 6.25%. ...
凌晨!英伟达,重大发布!
证券时报网· 2024-11-21 07:30
英伟达的最新财报释放重磅信号。 北京时间11月21日凌晨,英伟达公布的财报显示,英伟达第三财季营收为350.8亿美元,同比增长 94%;净利润为193.09亿美元,同比增长109%,均超出市场预期。财报公布后,由于对第四季度的业绩 指引未能达到最高预期,英伟达股价盘后一度大跌超5%,截至发稿,跌幅收窄至1.2%。 相较于营收、净利润的数据,市场更关注的是英伟达的Blackwell芯片。英伟达CEO黄仁勋在新闻稿中 表示,Blackwell芯片目前已全面投产,预计该产品将在未来几个季度都供不应求。英伟达首席财务官 Colette Kress表示,Blackwell芯片计划于第四财季开始出货,并将在明年加速出货。 分析人士指出,这番表态缓解了市场对Blackwell芯片延迟交付的担忧,是英伟达盘后股价跌幅收窄的 主要原因。 英伟达财报出炉 北京时间11月21日凌晨,全球"AI总龙头"英伟达在美股盘后公布了截至自然年2024年10月27日的公司 2025财年第三财季(以下简称"第三财季")财务数据,以及第四财季的业绩指引。 财报显示,按照美国通用会计准则(GAAP)计算,第三财季实现营业收入为350.8亿美元,同比 ...
Nvidia's Q3: Double Beat But Stock Falls, Expect More Growth Deceleration
Seeking Alpha· 2024-11-21 07:15
The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core fe ...