英伟达财报

NVIDIA Financial Report Q1 FY2025

财务亮点

Key Financial Highlights

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Quarterly Revenue

$26.0B

↑ 18% from Q4
↑ 262% from a year ago

cloud

Data Center Revenue

$22.6B

↑ 23% from Q4
↑ 427% from a year ago

GAAP EPS

$5.98

↑ 21% from Q4
↑ 629% YoY

Non-GAAP EPS

$6.12

↑ 19% from Q4
↑ 461% YoY

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Gross Margin

GAAP

78.4%

↑ 2.4 pts from Q4
↑ 13.8 pts YoY

Non-GAAP

78.9%

↑ 2.2 pts from Q4
↑ 12.1 pts YoY

收入细分

Revenue Breakdown

cloud

Data Center

$22.6B

↑ 23% from Q4
↑ 427% from a year ago

87% of total revenue

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Gaming

$2.6B

↓ 8% from Q4
↑ 18% YoY

10% of total revenue

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Pro Viz

$427M

↓ 8% from Q4
↑ 45% YoY

1.6% of total revenue

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Automotive

$329M

↑ 17% from Q4
↑ 11% YoY

1.3% of total revenue

数据中心

Data Center

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Record Revenue

$22.6B

↑ 23% from Q4
↑ 427% from a year ago

Data Center Growth

Exponential growth driven by AI demand

memory

Blackwell Platform

New platform to fuel a new era of AI computing at trillion-parameter scale

stars

Key Achievements

  • • Launched NVIDIA AI Enterprise 5.0 with NVIDIA NIM inference microservices
  • • Nine new supercomputers worldwide using Grace Hopper Superchips
  • • Expanded collaborations with AWS, Google Cloud, Microsoft and Oracle

游戏与AI个人电脑

Gaming & AI PC

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Gaming Revenue

$2.6B

↓ 8% from Q4
↑ 18% from a year ago

auto_awesome

AI Gaming Technologies

Introduced new AI gaming technologies at GDC for NVIDIA ACE and Neural Graphics

videogame_asset

RTX Technology

More blockbuster games incorporating RTX technology, including Star Wars Outlaws and Black Myth Wukong

chat

ChatRTX

Added support for new models, including Google's Gemma, bringing chatbot capabilities to RTX-powered Windows PCs

专业可视化

Professional Visualization

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ProViz Revenue

$427M

↓ 8% from Q4
↑ 45% from a year ago

memory

RTX GPUs

Introduced NVIDIA RTX 500 and 1000 professional Ada generation laptop GPUs for AI-enhanced workflows

public

Omniverse

Introduced NVIDIA Omniverse Cloud APIs to power industrial digital twin software tools

terrain

Earth-2

Announced adoption of Earth-2 cloud APIs by The Weather Company and the Central Weather Administration of Taiwan

汽车与机器人

Automotive & Robotics

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Automotive Revenue

$329M

↑ 17% from Q4
↑ 11% from a year ago

bolt

DRIVE Thor

BYD, XPENG, GAC's AION Hyper, Nuro and others have chosen the next-generation NVIDIA DRIVE Thor platform

electric_car

DRIVE Orin

U.S. and China electric vehicle makers Lucid and IM Motors are using the NVIDIA DRIVE Orin platform

smart_toy

Project GR00T

Introduced the Project GR00T foundation model for humanoid robots and major Isaac robotics platform updates

未来展望

Future Outlook

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Q2 FY2025 Revenue Forecast

$28.0B

±2%

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Gross Margin Expectations

GAAP

74.8%

Non-GAAP

75.5%

±50 basis points

call_split

Stock Split

10:1

Effective June 7, 2024

payments

Quarterly Cash Dividend

↑150%

$0.01 per share on a post-split basis

谢谢

Thank You