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The Financial Results Thread

Nvidia’s $1.43 billion in revenue beats expectations as Pascal graphics chips launch

http://venturebeat.com/2016/08/11/n...expectations-as-pascal-graphics-chips-launch/

The Santa Clara, California-based company reported non-GAAP earnings of 53 cents a share on revenue of $1.43 billion.

Analysts expected Nvidia to report second-quarter revenue of $1.35 billion, according to a Thomson Reuters survey. Earnings per share were forecast to rise to 37 cents from 5 cents a year ago.

Nvidia has an estimated 81 percent share of the discrete graphics card market, according to Jon Peddie Research. Nvidia’s stock is rising at $61 a share in after-hours trading. Nvidia’s outlook for the third fiscal quarter is revenue of $1.68 billion and gross profit margins of 58 percent.
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Pascal is definitely a success for Nvidia. Market share seems to growing again, hardly surprising when Nvidia release a top to bottom line up of cards while AMD manage to release something that matches the 2 year old 970.
 
Now we see the fruits of the whole Titan rebranding saga,ie,large chips now pushed to excessive price levels(there are price increases and then there are price increases).

Margins

April 30, 2016 57.55%
Jan. 31, 2016 56.46%
Oct. 31, 2015 56.25%
July 31, 2015 54.99%
April 30, 2015 56.73%
Jan. 31, 2015 55.88%
Oct. 31, 2014 55.18%
July 31, 2014 56.12%
April 30, 2014 54.76%
Jan. 31, 2014 54.15%
Oct. 31, 2013 55.45%
July 31, 2013 55.82%
April 30, 2013 54.32%
Jan. 31, 2013 52.90%
Oct. 31, 2012 52.87%
July 31, 2012 51.78%
April 30, 2012 50.10%

Compare to the days of the 8800GTX,etc:

Jan. 31, 2008 45.70%
Oct. 31, 2007 46.21%
July 31, 2007 45.33%
April 30, 2007 45.03%
Jan. 31, 2007 43.89%
Oct. 31, 2006 40.70%

Revenue compared to 8800GTX days


https://ycharts.com/companies/NVDA/revenues

April 30, 2016 1.305B
Jan. 31, 2016 1.401B
Oct. 31, 2015 1.305B
July 31, 2015 1.153B
April 30, 2015 1.151B
Jan. 31, 2015 1.251B
Oct. 31, 2014 1.225B
July 31, 2014 1.103B
April 30, 2014 1.103B
Jan. 31, 2014 1.144B
Oct. 31, 2013 1.054B
July 31, 2013 977.24M
April 30, 2013 954.74M
Jan. 31, 2013 1.107B
Oct. 31, 2012 1.204B
July 31, 2012 1.044B
April 30, 2012 924.88M

April 30, 2008 1.153B
Jan. 31, 2008 1.203B
Oct. 31, 2007 1.116B
July 31, 2007 935.25M
April 30, 2007 844.28M
Jan. 31, 2007 878.87M
Oct. 31, 2006 820.57M

Plus it even gets better:

https://ycharts.com/companies/NVDA/cash_on_hand

April 30, 2016 4.754B
Jan. 31, 2016 5.037B
Oct. 31, 2015 4.728B
July 31, 2015 4.505B
April 30, 2015 4.792B
Jan. 31, 2015 4.623B
Oct. 31, 2014 4.241B
July 31, 2014 4.386B
April 30, 2014 4.348B
Jan. 31, 2014 4.672B
Oct. 31, 2013 3.033B
July 31, 2013 2.936B
April 30, 2013 3.713B
Jan. 31, 2013 3.728B
Oct. 31, 2012 3.435B
July 31, 2012 3.278B
April 30, 2012 3.131B


April 30, 2008 1.153B
Jan. 31, 2008 1.203B
Oct. 31, 2007 1.116B
July 31, 2007 935.25M
April 30, 2007 844.28M
Jan. 31, 2007 878.87M

Thats cash in hand.

$1.25 billion of that is down to Intel and I suspect there were losses down to Tegra,but it shows you selling smaller dies for more money has had a very postive impact as has gimping the midrange,which meant more people(probably me at this rate) will be either spending £250 to £300 on a midrange card or waiting longer and longer between upgrades under £200. Nvidia has made $2.3 billion+ in extra free cash and investments due to the new strategy.

I believe £200+ sales doubled last year,and I expect more will happen this year.

What Nvidia has managed with some PR moves is a masterstroke when you come to think about it it. Nobody questions these upper tier cards(look at how much the price inflation from the GTX580 to the Titan X is) now or the accumulated effect they have on the ones below them.

Also don't expect AMD to save any of you - once they have something competitive at the higher end it won't be massively cheaper IMHO either.

They will just form an unofficial cartel IMHO and prod each mildly since competing too much,ie,like the 8800GT destroying the HD3000 series,or the HD4000 series cratering GTX200 series pricing actually is not beneficial for them.

Looks like the milking is complete.

At this rate the RX580 and GTX2060 will be £250 to £350 cards so we can run games on 1080P £100 monitor resolution.
 
Last edited:
Scougar said:
When there isn't any real competition this is what happens. And yes.. the PR machine.
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There was plenty of competition during the hd7900 and r9 290 eras - it's the use of the titan brand to push up the card tiers two slots is what happened.

I said this would happen back then and it was called scaremongering,etc and don't expect AMD even if they launch more competitive cards will want to start a price war. Look at how expensive the Fury cards were.

A cartel is better for each company and they will just push at each other the minimum they can get away with.

It's working brilliantly - over £200 card sales doubled last year.
 
Seems like a mixed few days for US tech company share price reactions. AMD down 6.x% on this news. EBay down a day or two ago something like 7%, Intel down 5% also a few days ago.Microsft up 4%, Paypal up a whopping 10%.
Nvidia next, think results due around the 12th November. I said elsewhere I thought the shareprice would hit $70 before taking a break. It's dropped back a bit since hitting around $70 (I'm no expert but just had a feeling), and doubt much will happen now until the 12th. Will it result in a rise or drop, time will tell.
 
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