p**f
发帖数: 3549 | 1 就看这个了。。。。其他独显，挖矿，自动驾驶都是扯蛋。。
Nvidia reports Q3 results that beat EPS and revenue estimates with an upside
guidance. The company showed a 25% growth on the year in Gaming and 109%
Datacenter growth, which were the platforms to watch.
Q4 guidance has revenue from $2.6B to $2.7B compared to the $2.44B consensus
.
Revenue by reportable segments (Y/Y): GPU Business $2.2B (+31%); Tegra
Processor Business, $419M (+26%).
Revenue by market platform (Y/Y): Gaming, $1.56B (+25%); Professional
Visualization, $239M (+15%); Datacenter, $501M (+109%); Automotive, $144M (+
13%); OEM and IP, $191M (+3%).
Key metrics: Non-GAAP gross margin, 59.7%; operating expenses, $570M (+19%);
cash and equivalents, $6.32B; accounts receivable, $1.17B; DSO, 40 days;
inventory, $857M; DSO, 73 days; cash from operating activities, $1.16V; FCF,
$1.09B. | Q********g
发帖数: 2465 | 2 这个季报至少值225刀一股
明天不会到了
但是下周可能会 | g*******h
发帖数: 1327 | 3 所以，明天如果涨的少，可以买点下季度以后的远期call？
【在 Q********g 的大作中提到】
: 这个季报至少值225刀一股
: 明天不会到了
: 但是下周可能会
| F****s
发帖数: 3761 | 4 烧的190p和210c怎么办？可以平推？
【在 Q********g 的大作中提到】
: 这个季报至少值225刀一股
: 明天不会到了
: 但是下周可能会
| y*********u
发帖数: 3664 | 5 第一季度是y2y triple
第二季度y2y 大于100%：
"Revenue from Nvidia’s data center business — which counts Amazon.com Inc
’s Amazon Web Services and Microsoft Corp’s Azure cloud business among its
customers — more than doubled to $416 million but missed estimates of $423
.3 million, according to FactSet."
所以这次翻倍并不impressive
upside
consensus
(+
【在 p**f 的大作中提到】
: 就看这个了。。。。其他独显，挖矿，自动驾驶都是扯蛋。。
: Nvidia reports Q3 results that beat EPS and revenue estimates with an upside
: guidance. The company showed a 25% growth on the year in Gaming and 109%
: Datacenter growth, which were the platforms to watch.
: Q4 guidance has revenue from $2.6B to $2.7B compared to the $2.44B consensus
: .
: Revenue by reportable segments (Y/Y): GPU Business $2.2B (+31%); Tegra
: Processor Business, $419M (+26%).
: Revenue by market platform (Y/Y): Gaming, $1.56B (+25%); Professional
: Visualization, $239M (+15%); Datacenter, $501M (+109%); Automotive, $144M (+
| c******g
发帖数: 1611 | | I*******a
发帖数: 1124 | 7 满分一百的话，开始考了10分，第二次triple了考了30，第三次再triple的话就快满分
了，所以这么看稍微有点不公平，当然，还是得看满分是不是100。
Inc
its
423
【在 y*********u 的大作中提到】
: 第一季度是y2y triple
: 第二季度y2y 大于100%：
: "Revenue from Nvidia’s data center business — which counts Amazon.com Inc
: ’s Amazon Web Services and Microsoft Corp’s Azure cloud business among its
: customers — more than doubled to $416 million but missed estimates of $423
: .3 million, according to FactSet."
: 所以这次翻倍并不impressive
:
: upside
: consensus
| m*******a
发帖数: 4507 | 8 Data Center过去三个季度的营收已经拉高, 过去两季营收都已经超过400M. 下个季度
开始Data Center YTY营收成长还能超过100%才是厉害
upside
consensus
(+
【在 p**f 的大作中提到】
: 就看这个了。。。。其他独显，挖矿，自动驾驶都是扯蛋。。
: Nvidia reports Q3 results that beat EPS and revenue estimates with an upside
: guidance. The company showed a 25% growth on the year in Gaming and 109%
: Datacenter growth, which were the platforms to watch.
: Q4 guidance has revenue from $2.6B to $2.7B compared to the $2.44B consensus
: .
: Revenue by reportable segments (Y/Y): GPU Business $2.2B (+31%); Tegra
: Processor Business, $419M (+26%).
: Revenue by market platform (Y/Y): Gaming, $1.56B (+25%); Professional
: Visualization, $239M (+15%); Datacenter, $501M (+109%); Automotive, $144M (+
| c******g
发帖数: 1611 | 9 这种增长让我想起了120 的amzn
【在 m*******a 的大作中提到】
: Data Center过去三个季度的营收已经拉高, 过去两季营收都已经超过400M. 下个季度
: 开始Data Center YTY营收成长还能超过100%才是厉害
:
: upside
: consensus
: (+
|
|
