nvidia quarterly earnings

[tviceman]

Updates still coming in - but initial info is beat wall street estimates in both revenue and net income, and Tegra had record sales.

http://www.zdnet.com/nvidias-q2-results-strong-courtesy-of-tegra-sales-7000002413/

EDIT: Excellent breakdown pdf file courtesy Nvidia's CFO: http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTQ5Mzg3fENoaWxkSUQ9LTF8VHlwZT0z&t=1

 

[f1sherman]

reserved

 

[blastingcap]

Gah I'm a fool, I sold off at $13.60 or so with the idea that I'd buy on the dip afterwards, but I got busy and forgot about it. I had to re-buy in at a much higher price. Cost me a pretty penny, but at least they beat expectations so I made a gain anyway, but still.. ack.

http://www.bloomberg.com/news/2012-...t-tops-estimates-on-mobile-device-demand.html

 

[tviceman]

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.

 

[Corporate Thug]

Very good numbers...but can it run Metro 2033...I mean Crysis?

 

[Raghu]

Consumer products division (Tegra and consoles) was $180 million, record revenue but did not say how much it was up vs. last quarter.

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.

 

[sontin]

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.

 

[AnandThenMan]

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.

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

Explain. Oh and leave it to the trolls to drag AMD into this at the first opportunity. Jackass.

 

[sontin]

Explain.

There is someone who thinks that a company is to late with GPUs because the company is selling the GPU in the mobile instead of the desktop market.

 

[AnandThenMan]

There is someone who thinks that a company is to late with GPUs because the company is selling the GPU in the mobile instead of the desktop market.

Uh. What?

 

[sontin]

Uh. What?

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.

 

[tviceman]

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.

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.

 

[BallaTheFeared]

I invested quite a bit after seeing AMD's numbers

 

[AnandThenMan]

It's not possible to have a thread without it being infested with Nvidia trolls, I give up.

 

[SirPauly]

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.

Thanks! Indeed, noticed the guidance as well.

 

[sontin]

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.

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.

 

[tviceman]

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.

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.

 

[tviceman]

I invested quite a bit after seeing AMD's numbers

Seriously give it a rest. In every other thread you can fanboy it up all you want, but just keep it out of here.

 

[Keysplayr]

It's not possible to have a thread without it being infested with Nvidia trolls, I give up.

Excellent. But Balla does go a bit too far more often than not. LOL.

 

[chimaxi83]

Seriously give it a rest. In every other thread you can fanboy it up all you want, but just keep it out of here.

It's literally the only thing some of these guys are capable of.

 

[BallaTheFeared]

Excellent. But Balla does go a bit too far more often than not. LOL.

I try to act as the counter-balance.

There's no rules against being a fanboy, not one. Which is good since there are so many. :thumbsup:

 

[Keysplayr]

I try to act as the counter-balance.

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.

 

[tviceman]

There's no rules against being a fanboy, not one. Which is good since there are so many. :thumbsup:

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.

 

[BallaTheFeared]

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.

 

[soccerballtux]

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.

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