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business model
NVIDIA's business model revolves around the development and manufacture of high-performance graphics processing units (GPUs). This enables realistic graphics, an immersive gaming experience, and advanced simulations. Furthermore, NVIDIA also provides software frameworks (such as CUDA and TensorRT) to maximize GPU performance, making it possible to apply them in the fields of AI and deep learning.
Key revenue streams
1. Gaming: NVIDIA GPUs are widely used in the gaming market, and the GeForce series is particularly famous. Partnerships with game developers are also strong, contributing to an improved gaming experience.
2. Professional visualization: used in architecture, engineering, and entertainment for applications such as 3D design, virtual reality, and video editing.
3. Data centers: NVIDIA GPUs are in high demand for data processing and AI workloads...
business model
NVIDIA's business model revolves around the development and manufacture of high-performance graphics processing units (GPUs). This enables realistic graphics, an immersive gaming experience, and advanced simulations. Furthermore, NVIDIA also provides software frameworks (such as CUDA and TensorRT) to maximize GPU performance, making it possible to apply them in the fields of AI and deep learning.
Key revenue streams
1. Gaming: NVIDIA GPUs are widely used in the gaming market, and the GeForce series is particularly famous. Partnerships with game developers are also strong, contributing to an improved gaming experience.
2. Professional visualization: used in architecture, engineering, and entertainment for applications such as 3D design, virtual reality, and video editing.
3. Data centers: NVIDIA GPUs are in high demand for data processing and AI workloads...
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No complaints!
NVIDIA FY2025 Q1 (February-April) results
・Earnings per share (adjusted): $6.12 (forecast: $5.65)
・Net sales: 26.04 billion dollars (forecast: 24.69 billion dollars)
・Data center: $22.6 billion (forecast: $21.1 billion)
・Gaming: $2.60 billion (forecast: $2.62 billion)
・Professional visuals: $427 million (estimated: $479 million)
・Automobiles: $329 million (forecast: $292 million)
・Gross Profit Margin (adjusted): 78.9% (forecast: 77.0%)
・FCF (free cash flow): $14.94 billion (forecast: $12.29 billion)
Forecast for NVIDIA FY2025 Q2 (May-July)
・Sales: 28 billion dollars ± 2% (forecast: 26.8 billion dollars)
・Gross Profit Margin (adjusted): 75-76% (forecast: 75.6%)
・Stock split: A 1 to 10 stock split is scheduled to be implemented on 6/7.
・Dividend increase: Quarterly dividend increased by $0.06 from the same period last year and set at $0.10
$NVIDIA(NVDA.US$
NVIDIA FY2025 Q1 (February-April) results
・Earnings per share (adjusted): $6.12 (forecast: $5.65)
・Net sales: 26.04 billion dollars (forecast: 24.69 billion dollars)
・Data center: $22.6 billion (forecast: $21.1 billion)
・Gaming: $2.60 billion (forecast: $2.62 billion)
・Professional visuals: $427 million (estimated: $479 million)
・Automobiles: $329 million (forecast: $292 million)
・Gross Profit Margin (adjusted): 78.9% (forecast: 77.0%)
・FCF (free cash flow): $14.94 billion (forecast: $12.29 billion)
Forecast for NVIDIA FY2025 Q2 (May-July)
・Sales: 28 billion dollars ± 2% (forecast: 26.8 billion dollars)
・Gross Profit Margin (adjusted): 75-76% (forecast: 75.6%)
・Stock split: A 1 to 10 stock split is scheduled to be implemented on 6/7.
・Dividend increase: Quarterly dividend increased by $0.06 from the same period last year and set at $0.10
$NVIDIA(NVDA.US$
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The Dow surpassed 40,000 dollars for the first time in history!
$Dow Jones Industrial Average(.DJI.US$
$Dow Jones Industrial Average(.DJI.US$
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かぶざる
liked
[CPI bulletin]
whole
•Month-on-month: +0.4% (forecast: +0.4%)
•YoY: +3.4% (forecast: +3.4%)
By item
• Energy: +3.2% (month-on-month), +3.2% (year-on-year)
• Food: +0.3% (month-on-month), +6.1% (year-on-year)
• Core Index (excluding energy and food): +0.3% (month-on-month), +3.6% (year-on-year)
exhaustive
• Energy prices continue to be mainly driven by rising gasoline prices.
• Food prices continue to rise, while prices for chicken, eggs, etc. continue to rise, some vegetable prices have declined.
• Core indices have leveled off as expected, and there are signs of slowing inflation.
whole
•Month-on-month: +0.4% (forecast: +0.4%)
•YoY: +3.4% (forecast: +3.4%)
By item
• Energy: +3.2% (month-on-month), +3.2% (year-on-year)
• Food: +0.3% (month-on-month), +6.1% (year-on-year)
• Core Index (excluding energy and food): +0.3% (month-on-month), +3.6% (year-on-year)
exhaustive
• Energy prices continue to be mainly driven by rising gasoline prices.
• Food prices continue to rise, while prices for chicken, eggs, etc. continue to rise, some vegetable prices have declined.
• Core indices have leveled off as expected, and there are signs of slowing inflation.
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かぶざる
commented on
According to the CPI now casting forecast, the CPI is expected to slow down, but it is known that the results will be higher than this forecast from 2023.
There is a possibility that it will exceed the consensus, so be careful ⚠️
There is a possibility that it will exceed the consensus, so be careful ⚠️
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Please follow and then read![]()
summary
The April wholesale price index (PPI, goods and services for final demand) announced by the U.S. Department of Labor on 2024/5/14 rose 0.5% from the previous month, and the result exceeded market expectations of 0.3%.
This increase was due to a sharp rise in the prices of services and goods, and it was shown that inflation remained high in the second quarter.
Note that PPI for March was revised downward from a 0.2% increase to a 0.1% decline.
Annual and monthly PPI growth rates
Compared to the same month last year, PPI rose 2.2%, which is in line with market expectations.
The year-on-year increase in March was 1.8%.
In response to this PPI announcement, the probability that the US Federal Reserve (Fed) will cut interest rates in September dropped from 64% before the announcement to 60%.
Price trends for services and goods
Service prices
Service prices rose 0.6%, a significant increase since 2023/7.
This increase accounted for about three-quarters of overall PPI growth. It fell 0.1% in March.
Service prices excluding trade, transportation, and warehousing increased by 0.6%, accounting for 70% of the increase in service prices.
In particular, portfolio management fees rose 3.9%, up 0.6% from March...
summary
The April wholesale price index (PPI, goods and services for final demand) announced by the U.S. Department of Labor on 2024/5/14 rose 0.5% from the previous month, and the result exceeded market expectations of 0.3%.
This increase was due to a sharp rise in the prices of services and goods, and it was shown that inflation remained high in the second quarter.
Note that PPI for March was revised downward from a 0.2% increase to a 0.1% decline.
Annual and monthly PPI growth rates
Compared to the same month last year, PPI rose 2.2%, which is in line with market expectations.
The year-on-year increase in March was 1.8%.
In response to this PPI announcement, the probability that the US Federal Reserve (Fed) will cut interest rates in September dropped from 64% before the announcement to 60%.
Price trends for services and goods
Service prices
Service prices rose 0.6%, a significant increase since 2023/7.
This increase accounted for about three-quarters of overall PPI growth. It fell 0.1% in March.
Service prices excluding trade, transportation, and warehousing increased by 0.6%, accounting for 70% of the increase in service prices.
In particular, portfolio management fees rose 3.9%, up 0.6% from March...
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かぶざる
commented on
$USD/JPY(USDJPY.FX$
short term
The dollar appreciates and the yen weakens
Observations of widening interest rate differences between the US and Japan are deep-seated.
From the rebound after the decline until 5/12, it is expected that it will be in the 156 yen range and a development that is conscious of an upper price trial.
Even if it falls below the 21-day line, it is expected that it will be difficult to break through the 50-day line (152.20 units).
Warning points
The possibility of an unexpected appreciation of the yen
Observe interest rate cuts by major countries' central banks.
midterm
No sense of direction
Concerns about a slowdown in the US economy and speculations about the Bank of Japan's monetary policy revisions intersect.
There is a high possibility that it will move in the range from the latter half of the 150 yen range to the first half of the 160 yen range.
longterm
The dominance of the US dollar
The dollar yen is expected to rise over the long term against the backdrop of the long-term growth potential of the US economy and the size of Japan's budget deficit.
More details in the comments section
short term
The dollar appreciates and the yen weakens
Observations of widening interest rate differences between the US and Japan are deep-seated.
From the rebound after the decline until 5/12, it is expected that it will be in the 156 yen range and a development that is conscious of an upper price trial.
Even if it falls below the 21-day line, it is expected that it will be difficult to break through the 50-day line (152.20 units).
Warning points
The possibility of an unexpected appreciation of the yen
Observe interest rate cuts by major countries' central banks.
midterm
No sense of direction
Concerns about a slowdown in the US economy and speculations about the Bank of Japan's monetary policy revisions intersect.
There is a high possibility that it will move in the range from the latter half of the 150 yen range to the first half of the 160 yen range.
longterm
The dominance of the US dollar
The dollar yen is expected to rise over the long term against the backdrop of the long-term growth potential of the US economy and the size of Japan's budget deficit.
More details in the comments section
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✅ Exchange
・The second half of 155 yen
・Bank of Japan reduced government bond purchase operation → yen interest rate rose → yen exchange rate temporarily rose → dollar purchase and finally returned
・Remaining 5 to 10 years or less government bond purchase plan reduction → dollar plummets → up to 155.50 yen → 10-year government bond yield rises to 0.940% in yen bond market
・Yen purchases will strengthen, but the upper price will be limited in advance of the US CPI announcement
✅ Shares
・Approximately 50 yen cheaper
・Major stocks and large high-tech stocks are weak
・A sense of caution against the Bank of Japan's early monetary policy normalization
・Corporate financial results announcements are at their peak, and individual search is active
・Wait-and-see mood ahead of CPI announcements
・Company stock buybacks as stock price recovery points
✅ Kabuzaru's point of view
・The market looks like supply and demand are heavy. I want an opportunity.
・The second half of 155 yen
・Bank of Japan reduced government bond purchase operation → yen interest rate rose → yen exchange rate temporarily rose → dollar purchase and finally returned
・Remaining 5 to 10 years or less government bond purchase plan reduction → dollar plummets → up to 155.50 yen → 10-year government bond yield rises to 0.940% in yen bond market
・Yen purchases will strengthen, but the upper price will be limited in advance of the US CPI announcement
✅ Shares
・Approximately 50 yen cheaper
・Major stocks and large high-tech stocks are weak
・A sense of caution against the Bank of Japan's early monetary policy normalization
・Corporate financial results announcements are at their peak, and individual search is active
・Wait-and-see mood ahead of CPI announcements
・Company stock buybacks as stock price recovery points
✅ Kabuzaru's point of view
・The market looks like supply and demand are heavy. I want an opportunity.
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Good financial results also lack the impact on forecasts.
Fourth quarter
・Adjusted earnings per share $0.36
・Sales $928M (+47% YoY)
・License Fee Revenue $414M (+60% YoY)
・Royalty revenue $514M (+37% YoY)
・Shipment chip count: 7B
・Analysts' Expectations: Profit per share of $0.30, sales of $878.24M
Earnings forecast for the 1st quarter of 2025
・Adjusted earnings per share $0.32-$0.36
・Sales $875M-$925M
・Analysts' Expectations: Adjusted earnings per share of $0.31, sales of $864.44M
Full Year Earnings Forecast 2025
・Adjusted earnings per share $1.45-$1.65
・Sales $3.8B-$4.1B
・Analysts' Expectations: Adjusted earnings per share of $1.53, sales of $3.98B
Fourth quarter
・Adjusted earnings per share $0.36
・Sales $928M (+47% YoY)
・License Fee Revenue $414M (+60% YoY)
・Royalty revenue $514M (+37% YoY)
・Shipment chip count: 7B
・Analysts' Expectations: Profit per share of $0.30, sales of $878.24M
Earnings forecast for the 1st quarter of 2025
・Adjusted earnings per share $0.32-$0.36
・Sales $875M-$925M
・Analysts' Expectations: Adjusted earnings per share of $0.31, sales of $864.44M
Full Year Earnings Forecast 2025
・Adjusted earnings per share $1.45-$1.65
・Sales $3.8B-$4.1B
・Analysts' Expectations: Adjusted earnings per share of $1.53, sales of $3.98B
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かぶざる
liked
Sneak into the studio where the opening ceremony of the NASDAQ Stock Exchange will be held! From here on, it has been broadcast worldwide on financial channels such as CNBC and Bloomberg ~ At the opening ceremony on 4/28, it seems that Roger's dad's profile was shown for a moment 🤗 @moomooJP #moomooxNasdaq #Level 2 #Total View #高機能ボード情報
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