Early Access

10-QPeriod: Q2 FY2019

NVIDIA CORP Quarterly Report for Q2 Ended Jul 29, 2018

Filed August 16, 2018For Securities:NVDA

Summary

NVIDIA Corporation's Q2 FY2019 (ending July 28, 2018) report showcases robust year-over-year growth, with total revenue reaching $3.12 billion, a 40% increase. This growth was primarily driven by a strong performance in the GPU business, which saw a 40% year-over-year revenue increase, fueled by significant demand in gaming, professional visualization, and datacenter markets. The datacenter segment, in particular, demonstrated exceptional growth of 83% year-over-year, highlighting the increasing importance of AI and HPC applications. While revenue from cryptocurrency mining GPUs declined significantly, this was offset by strength in other core areas. Profitability also saw substantial improvements, with net income rising 89% year-over-year to $1.10 billion. This impressive financial performance, coupled with strategic investments in R&D and continued capital return to shareholders through dividends and share repurchases, positions NVIDIA favorably in its key growth markets. The company's strategic focus on AI, autonomous vehicles, and advanced gaming technologies continues to be a key driver of its financial success.

Financial Statements
Beta
Revenue$3.12B
Cost of Revenue$1.15B
Gross Profit$1.98B
R&D Expenses$581.00M
SG&A Expenses$237.00M
Operating Expenses$818.00M
Operating Income$1.16B
Interest Expense$14.00M
Net Income$1.10B
EPS (Basic)$0.05
EPS (Diluted)$0.04
Shares Outstanding (Basic)24.28B
Shares Outstanding (Diluted)25.04B

Key Highlights

  • 1Revenue for the second quarter of fiscal year 2019 surged by 40% year-over-year to $3.12 billion, indicating strong market demand.
  • 2Net income dramatically increased by 89% year-over-year to $1.10 billion, demonstrating significant profit growth.
  • 3The GPU business was a primary growth engine, with revenue up 40% year-over-year, driven by strong performance in Gaming and Datacenter segments.
  • 4Datacenter revenue saw exceptional growth of 83% year-over-year, reaching $760 million, underscoring NVIDIA's expanding role in AI and HPC.
  • 5Diluted earnings per share (EPS) grew by 91% year-over-year to $1.76, reflecting increased profitability on a per-share basis.
  • 6NVIDIA returned $837 million to shareholders in the first half of FY2019 through share repurchases ($655 million) and dividends ($182 million), signaling a commitment to capital return.
  • 7Gross margin improved to 63.3% from 58.4% in the prior year's quarter, indicating enhanced pricing power and efficient cost management.

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