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nvidia quarterly earnings

Consumer GPU division revenue was $663 million, up 15% vs. last quarter.
Consumer products division (Tegra and consoles) was $180 million, record revenue but did not say how much it was up vs. last quarter.
Professional division revenue was $196 million, down 7.7% vs. last quarter.
 
tviceman said:
Consumer products division (Tegra and consoles) was $180 million, record revenue but did not say how much it was up vs. last quarter.
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Up 35%.

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTQ5Mzg3fENoaWxkSUQ9LTF8VHlwZT0z&t=1

Conference call going on now.

http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetails&c=116466&eventID=4813831

Very good guidance for the next Q. JHH says they will still be supply constrained next Q for GPU shipments and revenue can be higher if not for this factor.

$99-249 desktop cards coming soon. Delayed till now due to supply issues.
 
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nVidia's Geforce business is up 15% because of better supply.
AMD Graphics business is down 5% because of "seasonally lower unit shipments in the channel".

Seems like that AMD is to late with their next Generation of GPU architecture.
 
Nvidia is my favorite stock in the last 15 years, they have a certain predictability that has served me well. :thumbsup: Good results, although Tegra to me never seems to gain traction, or maybe I expect it to really take off and it's happening slower than I would have anticipated.
sontin said:
Seems like that AMD is to late with their next Generation of GPU architecture.
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Explain. Oh and leave it to the trolls to drag AMD into this at the first opportunity. Jackass.
 
AnandThenMan said:
Uh. What? 😕
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People think that nVidia is to late with their desktop low-end and mid-range Kepler cards. At the same time they are ignoring the fact that nVidia is supply constraint because of the lack of 28nm wafers.

The result of Q2 and their projection are a sign that they need more supply to bring Kepler into more market.
 
sontin said:
nVidia's Geforce business is up 15% because of better supply.
AMD Graphics business is down 5% because of "seasonally lower unit shipments in the channel".

Seems like that AMD is to late with their next Generation of GPU architecture.
Click to expand...

Seriously this discussion is about Nvidia's results. If you want to make comparisons fine, but don't start a flame war witih trolling comments like the last line you typed. Lets for once have a normal thread.
 
48645a95.png


I invested quite a bit after seeing AMD's numbers 🙂
 
Raghu said:
Up 35%.

http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTQ5Mzg3fENoaWxkSUQ9LTF8VHlwZT0z&t=1

Conference call going on now.

http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetails&c=116466&eventID=4813831

Very good guidance for the next Q. JHH says they will still be supply constrained next Q for GPU shipments and revenue can be higher if not for this factor.

$99-249 desktop cards coming soon. Delayed till now due to supply issues.
Click to expand...

Thanks! Indeed, noticed the guidance as well.
 
tviceman said:
Seriously this discussion is about Nvidia's results. If you want to make comparisons fine, but don't start a flame war witih trolling comments like the last line you typed. Lets for once have a normal thread.
Click to expand...

Right, it's about nVidia's result.
There are a lot of discussions about nVidia's Geforce desktop roadmap. Every time someone tried to explain the lack of more or better desktop cards it was ignored by people.

This result shows that they are limited by the lack of supply. So they are not to late because they cant bring anything to the market without hurting their business.
 
sontin said:
Right, it's about nVidia's result.
There are a lot of discussions about nVidia's Geforce desktop roadmap. Every time someone tried to explain the lack of more or better desktop cards it was ignored by people.

This result shows that they are limited by the lack of supply. So they are not to late because they cant bring anything to the market without hurting their business.
Click to expand...

Yes I understand what you're saying, but by saying AMD is late or bringing AMD into that frame of thought at all is trolling.
 
BallaTheFeared said:
I try to act as the counter-balance.
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Not really necessary as we can all plainly see for ourselves who is who and what they stand for. Me included.
AnandthenMan does take any AMD slur (however slight) more personally than he should though. Yes, the forums are full of fans.
Doesn't mean we have to constantly look for ways to one up each other.

On Topic. Tegra up 35% from last is enormous. Very cool. Too bad I don't mess with stocks.
 
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BallaTheFeared said:
There's no rules against being a fanboy, not one. Which is good since there are so many. :thumbsup:
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I'm fine with fanboys so long as they aren't overly negative towards competitive products and / or companies. I readily admit I prefer Nvidia. But it becomes near impossible to have intelligent conversations when fanboy elitism gets in the way.
 
All I said was I invested more into Nvidia after seeing AMD's numbers, if AMD is doing that poorly someone else has to be doing well, people are still buying.

I see a smart gamble, others see fanboyism or are quickly offened by my saying AMD did poorly. Guess what, they did, get over it.
 
Keysplayr said:
Not really necessary as we can all plainly see for ourselves who is who and what they stand for. Me included.
AnandthenMan does take any AMD slur (however slight) more personally than he should though. Yes, the forums are full of fans.
Doesn't mean we have to constantly look for ways to one up each other.

On Topic. Tegra up 35% from last is enormous. Very cool. Too bad I don't mess with stocks.
Click to expand...

Tegra is only up 35% because they took orders for 2.7m Tegra3's because of the Nexus tablet
 
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