Ivanami
2021-11-15
$NVIDIA Corp(NVDA)$
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Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</blockquote>
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The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather t","content":"<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）定于11月17日星期三收盘后公布2022财年第三季度业绩（基本上是8月至10月期间）。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外，许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情，用韦氏词典的话说，这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上，英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The <b>S&P 500</b> index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日，2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table> <thead> <tr> <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th> <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财报指引</th></blockquote></p><p></th> <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th> <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td> <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td> <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td> <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td> <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td> </tr> <tr> <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td> <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td> <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td> <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td> <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源：英伟达和雅虎！金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割，该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言，在第二季度，Nvidia的收入同比增长68%（环比增长15%），达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元，调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元，因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现：</blockquote></p><p> <table> <thead> <tr> <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th> <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th> <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td> <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td> <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td> <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td> </tr> <tr> <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td> <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td> <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td> <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td> </tr> <tr> <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td> <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td> <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td> <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td> </tr> <tr> <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td> <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td> <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td> <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td> </tr> <tr> <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td> <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td> <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td> <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td> <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td> <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源：英伟达。OEM和IP=原始设备制造商和知识产权；不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度，这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中，Colette Kress表示，“游戏平台的增长是由基于该公司Ampere GPU（图形处理单元）架构的GeForce RTX 30系列的持续强劲销售推动的”，正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样，Ampere GPU的增长也推动了专业可视化的增长，尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品，该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度，该产品的销售额为2.66亿美元，占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡，这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好，但最好将这笔钱视为锦上添花。加密货币领域波动极大，因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布，最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧，英伟达遇到了一些监管阻力，因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功，那就太好了，但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样，相对于华尔街的预期，该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季，分析师预测调整后每股收益为1.08美元，营收为68.1亿美元，同比分别增长40%和36%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-15 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）定于11月17日星期三收盘后公布2022财年第三季度业绩（基本上是8月至10月期间）。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外，许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情，用韦氏词典的话说，这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上，英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The <b>S&P 500</b> index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日，2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table> <thead> <tr> <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th> <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财报指引</th></blockquote></p><p></th> <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th> <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td> <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td> <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td> <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td> <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td> </tr> <tr> <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td> <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td> <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td> <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td> <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源：英伟达和雅虎！金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割，该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言，在第二季度，Nvidia的收入同比增长68%（环比增长15%），达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元，调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元，因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现：</blockquote></p><p> <table> <thead> <tr> <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th> <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th> <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td> <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td> <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td> <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td> </tr> <tr> <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td> <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td> <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td> <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td> </tr> <tr> <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td> <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td> <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td> <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td> </tr> <tr> <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td> <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td> <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td> <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td> </tr> <tr> <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td> <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td> <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td> <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td> <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td> <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源：英伟达。OEM和IP=原始设备制造商和知识产权；不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度，这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中，Colette Kress表示，“游戏平台的增长是由基于该公司Ampere GPU（图形处理单元）架构的GeForce RTX 30系列的持续强劲销售推动的”，正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样，Ampere GPU的增长也推动了专业可视化的增长，尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品，该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度，该产品的销售额为2.66亿美元，占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡，这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好，但最好将这笔钱视为锦上添花。加密货币领域波动极大，因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布，最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧，英伟达遇到了一些监管阻力，因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功，那就太好了，但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样，相对于华尔街的预期，该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季，分析师预测调整后每股收益为1.08美元，营收为68.1亿美元，同比分别增长40%和36%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186426992","content_text":"Nvidia(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.\nInvestors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"\nInvestors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The S&P 500 index has returned 26.2% over this period.\nNvidia's key numbers\nHere are benchmarks to use to gauge the relative strength of the tech company's results.\n\n\n\nMetric\nFiscal Q3 2021 Result\nNvidia's Fiscal Q3 2022 Guidance\nWall Street's Fiscal Q3 2022 Consensus Estimate\nWall Street's Projected Growth\n\n\n\n\nRevenue\n$4.73 billion\n$6.80 billion\n$6.82 billion\n44%\n\n\nAdjusted earnings per share\n$0.73*\n$1.10**\n$1.11\n52%\n\n\n\nDATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.\nFor context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.\nWall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.\nPlatform performance\nHere's how the platforms performed last quarter:\n\n\n\nPlatform\nFiscal Q2 2022 Revenue\nChange YOY\nChange QOQ\n\n\n\n\nGaming\n$3.06 billion\n85%\n11%\n\n\nData center\n$2.37 billion\n35%\n16%\n\n\nProfessional visualization\n$519 million\n156%\n40%\n\n\nAutomotive\n$152 million\n37%\n(1%)\n\n\nOEM and IP\n$409 million\n180%\n25%\n\n\nTotal\n$6.51 billion\n68%\n15%\n\n\n\nDATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.\nInvestors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.\nIn last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.\nInvestors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.\nNvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.\nPending Arm acquisition\nInvestors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan'sSoftBank. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.\nIt would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.\nGuidance\nAs always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.\nFor fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":885,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":44,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/873250680"}
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