$英伟达(NVDA)$
Revenue:
Record quarterly revenue of $26.0 billion, up 18% from Q4 and up 262% from a year ago.
Record quarterly Data Center revenue of $22.6 billion, up 23% from Q4 and up 427% from a year ago.
Earnings:
GAAP earnings per diluted share: $5.98, up 21% from Q4 and up 629% from a year ago.
Non-GAAP earnings per diluted share: $6.12, up 19% from Q4 and up 461% from a year ago.
Gross Margin:
GAAP gross margin: 78.4%, up 2.4 points from Q4 and up 13.8 points from a year ago.
Non-GAAP gross margin: 78.9%, up 2.2 points from Q4 and up 12.1 points from a year ago.
Operating Income:
GAAP: $16.9 billion, up 24% from Q4 and up 690% from a year ago.
Non-GAAP: $18.1 billion, up 22% from Q4 and up 492% from a year ago.
Net Income:
GAAP: $14.9 billion, up 21% from Q4 and up 628% from a year ago.
Non-GAAP: $15.2 billion, up 19% from Q4 and up 462% from a year ago.
Diluted EPS:
GAAP: $5.98, up 21% from Q4 and up 629% from a year ago.
Non-GAAP: $6.12, up 19% from Q4 and up 461% from a year ago.
Strategic Announcements:
Ten-for-One Forward Stock Split:
Effective June 7, 2024, to make stock ownership more accessible to employees and investors.
Each record holder of common stock as of June 6, 2024, will receive nine additional shares.
Increased Dividend:
Quarterly cash dividend raised by 150% to $0.10 per share of common stock.
Equivalent to $0.01 per share on a post-split basis, payable on June 28, 2024.
Growth Drivers:
Generative AI Demand: Strong and accelerating demand for AI training and inference, particularly on the Hopper platform.
Blackwell Platform: In full production, supporting trillion-parameter-scale generative AI.
NVIDIA NIM Software: New offering to deliver enterprise-grade AI across various environments.
Outlook for Q2 Fiscal 2025:
Revenue expected to be $28.0 billion, plus or minus 2%.
GAAP and non-GAAP gross margins expected to be around 74.8% and 75.5%, respectively.
GAAP and non-GAAP operating expenses expected to be approximately $4.0 billion and $2.8 billion