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10-QPeriod: Q1 FY2016

NVIDIA CORP Quarterly Report for Q1 Ended Apr 26, 2015

Filed May 20, 2015For Securities:NVDA

Summary

NVIDIA Corporation's Form 10-Q for the quarter ending April 26, 2015, shows a modest revenue increase of 4% year-over-year to $1.151 billion. Net income saw a slight decrease to $134 million from $137 million in the prior year, resulting in diluted EPS remaining stable at $0.24. The company demonstrated solid operational cash flow generation, and its liquidity position remained strong with $4.79 billion in cash, cash equivalents, and marketable securities. Key financial developments include a strengthening gross margin to 56.7%, primarily driven by a richer product mix in the GPU segment. The company is actively returning capital to shareholders through dividends and share repurchases, with a significant expansion of its share repurchase authorization. However, NVIDIA is also navigating strategic challenges, including the announced wind-down of its Icera modem operations, which is expected to incur significant restructuring charges.

Financial Statements
Beta

Key Highlights

  • 1Revenue increased by 4% to $1.151 billion, driven by a 5% rise in the GPU business, mainly from GeForce GTX products and Tesla GPUs for high-performance computing.
  • 2Net income slightly decreased to $134 million, resulting in diluted Earnings Per Share (EPS) remaining stable at $0.24 compared to the prior year.
  • 3Gross margin improved to 56.7% from 54.8% in the prior year, attributed to a more favorable product mix, particularly within the GPU segment.
  • 4Operating expenses saw a 5% increase, driven by a 16% rise in Sales, General, and Administrative (SG&A) expenses, largely due to legal fees related to ongoing litigation.
  • 5The company generated $246 million in cash from operating activities, a significant increase from $151 million in the prior year, reflecting improvements in working capital.
  • 6NVIDIA's liquidity position remains robust, with $4.79 billion in cash, cash equivalents, and marketable securities as of April 26, 2015.
  • 7The company announced the wind-down of its Icera modem operations, anticipating restructuring charges of $100 million to $125 million.

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