Ultratech
表達了心情
主要收穫(AI生成)
財務表現
- 收入爲$78億,同比增長92%,高於去年同期的$41億
- 季度淨虧損爲$5.41億,同比收窄$4.67億
- 調整後的EBITDA爲$35億,同比增長191%,高於去年同期的$12億
- AI業務部門收入爲$26億,環比增長213%,同比增長247%
業務亮點
- 成功完成兩次Starship B3飛行,驗證了核心軌道任務能力
- 新增……
財務表現
- 收入爲$78億,同比增長92%,高於去年同期的$41億
- 季度淨虧損爲$5.41億,同比收窄$4.67億
- 調整後的EBITDA爲$35億,同比增長191%,高於去年同期的$12億
- AI業務部門收入爲$26億,環比增長213%,同比增長247%
業務亮點
- 成功完成兩次Starship B3飛行,驗證了核心軌道任務能力
- 新增……
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Ultratech
表達了心情
Key Takeaways (AI-Generated)
Financial Performance
- Record Q4 revenue of $68 billion, up 73% year-over-year, accelerating from Q3
- Data center revenue of $62 billion increased 75% year-over-year and 22% sequentially
- Full year data center revenue of $194 billion, up 68% year-over-year
- Generated free cash flow of $35 billion in Q4 and $97 billion in fiscal year 2026
Business Highlights
- Scaled data center business by nearly 13 times since ChatGPT eme...
Financial Performance
- Record Q4 revenue of $68 billion, up 73% year-over-year, accelerating from Q3
- Data center revenue of $62 billion increased 75% year-over-year and 22% sequentially
- Full year data center revenue of $194 billion, up 68% year-over-year
- Generated free cash flow of $35 billion in Q4 and $97 billion in fiscal year 2026
Business Highlights
- Scaled data center business by nearly 13 times since ChatGPT eme...
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Ultratech
預約了直播
$英偉達 (NVDA.US)$
英偉達2026財年第四季度 業績電話會定於 2月25日東部時間下午5:00 / 2月26日新加坡時間上午6:00 / 2月26日澳大利亞東部夏令時間上午9:00. 立即訂閱,參加與管理層的實時業績會議!
超出預期還是未達到預期?
你對 英偉達的第四季度 收益?公司能否超出或未達預期?務必點擊「預訂」按鈕,了解管理層的說法!
免責聲明:
此演示文稿僅用於提供信息...
英偉達2026財年第四季度 業績電話會定於 2月25日東部時間下午5:00 / 2月26日新加坡時間上午6:00 / 2月26日澳大利亞東部夏令時間上午9:00. 立即訂閱,參加與管理層的實時業績會議!
超出預期還是未達到預期?
你對 英偉達的第四季度 收益?公司能否超出或未達預期?務必點擊「預訂」按鈕,了解管理層的說法!
免責聲明:
此演示文稿僅用於提供信息...
英偉達2026財年第四季度業績電話會議
02/26 06:00
435
532
16
Ultratech
表達了心情
Key Takeaways (AI-Generated)
Financial Performance
- Q4 2025 revenue grew 34% year-over-year to $10.3 billion, driven by record Epic, Ryzen, and Instinct sales
- Net income increased 42% to record $2.5 billion in Q4, with diluted EPS of $1.53 up 40%
- Free cash flow nearly doubled year-over-year to record $2.1 billion in Q4
- Data center segment revenue increased 39% year-over-year to record $5.4 billion
Business Highlights
- 5th Gen Epic CPUs accelerated ad...
Financial Performance
- Q4 2025 revenue grew 34% year-over-year to $10.3 billion, driven by record Epic, Ryzen, and Instinct sales
- Net income increased 42% to record $2.5 billion in Q4, with diluted EPS of $1.53 up 40%
- Free cash flow nearly doubled year-over-year to record $2.1 billion in Q4
- Data center segment revenue increased 39% year-over-year to record $5.4 billion
Business Highlights
- 5th Gen Epic CPUs accelerated ad...
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1
Ultratech
表達了心情
Key Takeaways (AI-Generated)
Financial Performance
- Record Q1 revenue of $13.6 billion, up 21% sequentially and 57% year-over-year
- Gross margin of 56.8%, up 11 percentage points sequentially
- Non-GAAP EPS of $4.78, up 58% sequentially and 167% year-over-year
- Record free cash flow of $3.9 billion in Q1
Business Highlights
- Completed agreements on price and volume for entire calendar 2026 HBM supply
- All business units achieved record revenues with ...
Financial Performance
- Record Q1 revenue of $13.6 billion, up 21% sequentially and 57% year-over-year
- Gross margin of 56.8%, up 11 percentage points sequentially
- Non-GAAP EPS of $4.78, up 58% sequentially and 167% year-over-year
- Record free cash flow of $3.9 billion in Q1
Business Highlights
- Completed agreements on price and volume for entire calendar 2026 HBM supply
- All business units achieved record revenues with ...
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Ultratech
表達了心情
$納斯達克綜合指數 (.IXIC.US)$ $標普500指數 (.SPX.US)$ $道瓊斯指數 (.DJI.US)$
聯儲局主席傑羅姆·鮑威爾將發表簡短講話,並參加一個向George Shultz及其對經濟政策的貢獻致敬的小組討論。
免責聲明:本演示文稿僅用於信息和教育目的,並非對任何特定投資或投資策略的推薦或認可。在投資之前...
聯儲局主席傑羅姆·鮑威爾將發表簡短講話,並參加一個向George Shultz及其對經濟政策的貢獻致敬的小組討論。
免責聲明:本演示文稿僅用於信息和教育目的,並非對任何特定投資或投資策略的推薦或認可。在投資之前...
77
120
1
Ultratech
預約了直播
$英偉達 (NVDA.US)$
英偉達2026財年第三季度 業績電話會定於 11月19日東部時間下午5:00 / 11月20日新加坡時間上午6:00 / 11月20日澳大利亞東部夏令時間上午9:00立即訂閱以加入與管理層的現場業績電話會!
超出預期還是未達到預期?
你對 英偉達的第三季度 收益?公司能否超出或未達預期?務必點擊「預訂」按鈕,了解管理層的說法!
免責聲明:
此演示文稿僅用於提供信息...
英偉達2026財年第三季度 業績電話會定於 11月19日東部時間下午5:00 / 11月20日新加坡時間上午6:00 / 11月20日澳大利亞東部夏令時間上午9:00立即訂閱以加入與管理層的現場業績電話會!
超出預期還是未達到預期?
你對 英偉達的第三季度 收益?公司能否超出或未達預期?務必點擊「預訂」按鈕,了解管理層的說法!
免責聲明:
此演示文稿僅用於提供信息...
英偉達2026財年第三季度業績電話會議
11/20 06:00
1569
1471
51
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