2017年11月8日 (三) 22:42的版本

1 简报

Forcast EPS of 2017 Q3: $0.94 EPS of 2016 Q3: $0.83

Quarterly Earnings Surprise History:

Fiscal Quarter End		Date Reported		EPS		Consensus EPS Forecast		% Surprise
	Jul2017				08/10/2017			0.92			0.61				50.82
	Apr2017				05/09/2017			0.82			0.66				24.24
	Jan2017				02/09/2017			0.99			0.83				19.28
	Oct2016				11/10/2016			0.83			0.57				45.61

http://www.nasdaq.com/earnings/report/nvda

2 Yearly Earnings Forecasts

Jan 2018	3.61	3.67	3.5	9	0	0
Jan 2019	3.92	4.65	3.43	9	0	0
Jan 2020	5.29	5.29	5.29	1	0	0

Oct 2017	0.94	0.98	0.92	9	0	0
Jan 2018	0.96	1.01	0.86	9	0	0
Apr 2018	0.85	0.99	0.71	10	0	0
Jul 2018	0.93	1.12	0.79	10	0	0
Oct 2018	1.08	1.26	0.94	10	0	0

http://www.nasdaq.com/symbol/nvda/earnings-forecast

3 财报

3.1 Q2 FY2018

8/10/2017:

NVIDIA today reported record revenue for the second quarter ended July 30, 2017, of $2.23 billion, up 56 percent from $1.43 billion a year earlier, and up 15 percent from $1.94 billion in the previous quarter.

• Record revenue of $2.23 billion, up 56 percent from a year ago
• GAAP EPS of $0.92, up 124 percent from a year ago
• Non-GAAP EPS of $1.01, up 91 percent from a year ago
• Broad growth across all platforms

GAAP earnings per diluted share for the quarter were $0.92, up 124 percent from $0.41 a year ago and up 16 percent from $0.79 in the previous quarter. Non-GAAP earnings per diluted share were $1.01, up 91 percent from $0.53 a year earlier and up 19 percent from $0.85 in the previous quarter.

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2018

3.2 Q1 FY2018

May 9 2017:

• Revenue of $1.94 billion, up 48% from a year ago
• GAAP EPS of $0.79, up 126% from a year ago
• Non-GAAP EPS of $0.85, up 85% from a year ago
• Broad growth across all platforms

NVIDIA (NASDAQ: NVDA) today reported revenue for the first quarter ended April 30, 2017, of $1.94 billion, up 48 percent from $1.30 billion a year earlier, and down 11 percent from $2.17 billion in the previous quarter.

GAAP earnings per diluted share for the quarter were $0.79, up 126 percent from $0.35 a year ago and down 20 percent from $0.99 in the previous quarter. Non-GAAP earnings per diluted share were $0.85, up 85 percent from $0.46 a year earlier and down 25 percent from $1.13 in the previous quarter.

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2018

3.3 Q4 FY2017

Feb 9 2017:

• Record quarterly revenue of $2.17 billion, up 55 percent from a year ago
• Record full-year revenue of $6.91 billion, up 38 percent from a year ago
• Record quarterly GAAP gross margin at 60.0 percent, non-GAAP gross margin at 60.2 percent
• GPU computing platform continues to power gains across full product line

NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 29, 2017, of $2.17 billion, up 55 percent from $1.40 billion a year earlier, and up 8 percent from $2.00 billion in the previous quarter.

GAAP earnings per diluted share for the quarter were $0.99, up 183 percent from $0.35 a year ago and up 19 percent from $0.83 in the previous quarter. Non-GAAP earnings per diluted share were $1.13, up 117 percent from $0.52 a year earlier and up 20 percent from $0.94 in the previous quarter.

For fiscal 2017, revenue reached a record $6.91 billion, up 38 percent from $5.01 billion a year earlier. GAAP earnings per diluted share were $2.57, up 138 percent from $1.08 a year earlier. Non-GAAP earnings per diluted share were $3.06, up 83 percent from $1.67 a year earlier.

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2017

3.4 Q3 FY2017

Dec 10 2016:

• Record revenue of $2.00 billion, up 54 percent from a year ago.
• Record GAAP EPS of $0.83, up 89 percent from a year ago, and non-GAAP EPS of $0.94, up 104 percent from a year ago.
• Record GAAP gross margin at 59.0 percent and non-GAAP gross margin at 59.2 percent.
• Quarterly cash dividend raised 22 percent to $0.14 per share. Company to return $1.25 billion to shareholders in fiscal 2018.

NVIDIA (NASDAQ: NVDA) today reported revenue for the third quarter ended October 30, 2016, of $2.00 billion, up 54 percent from $1.30 billion a year earlier, and up 40 percent from $1.43 billion in the previous quarter.

GAAP earnings per diluted share for the quarter were $0.83, up 89 percent from $0.44 a year ago and up 102 percent from $0.41 in the previous quarter. Non-GAAP earnings per diluted share were $0.94, up 104 percent from $0.46 a year earlier and up 77 percent from $0.53 in the previous quarter.

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2017

3.5 Q2 FY2017

8/11/2016:

NVIDIA today reported revenue for the second quarter ended July 31, 2016, of $1.43 billion, up 24 percent from $1.15 billion a year earlier, and up 9 percent from $1.30 billion in the previous quarter.

• Record revenue of $1.43 billion, up 24 percent from a year ago -- growth across all platforms
• GAAP EPS of $0.40. Non-GAAP EPS of $0.53, up 56 percent from a year ago
• Strong launch of Pascal-based GPUs, growing demand for deep learning

GAAP earnings per diluted share for the quarter were $0.40, compared with $0.05 a year ago and up 21 percent from $0.33 in the previous quarter. Non-GAAP earnings per diluted share were $0.53, up 56 percent from $0.34 a year earlier and up 15 percent from $0.46 in the previous quarter.

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2017