Early Access

10-QPeriod: Q3 FY2022

NVIDIA CORP Quarterly Report for Q3 Ended Aug 1, 2021

Filed August 20, 2021For Securities:NVDA

Summary

NVIDIA Corporation reported a robust second quarter for fiscal year 2022, demonstrating significant year-over-year growth across key financial metrics. Total revenue surged by 68% to $6.51 billion, driven by strong performance in both the Graphics and Compute & Networking segments. The Graphics segment saw an impressive 87% increase, largely fueled by high demand for GeForce GPUs, while the Compute & Networking segment grew by 46%, supported by the ramp-up of Ampere architecture products for data centers and AI applications, alongside contributions from the Mellanox acquisition. Profitability also saw substantial improvement, with income from operations jumping 275% to $2.44 billion and net income growing 282% to $2.37 billion. This performance was bolstered by a significant improvement in gross margin, which expanded by 600 basis points year-over-year, primarily due to the absence of a prior-year inventory step-up expense and higher average selling prices. NVIDIA's financial health remains strong, with cash, cash equivalents, and marketable securities totaling $19.65 billion, providing ample liquidity for future investments and operations.

Financial Statements
Beta
Revenue$7.10B
Cost of Revenue$2.47B
Gross Profit$4.63B
R&D Expenses$1.40B
SG&A Expenses$557.00M
Operating Expenses$1.96B
Operating Income$2.67B
Interest Expense$62.00M
Net Income$2.46B
EPS (Basic)$0.10
EPS (Diluted)$0.10
Shares Outstanding (Basic)24.99B
Shares Outstanding (Diluted)25.38B

Key Highlights

  • 1Revenue surged 68% year-over-year to $6.51 billion, driven by strong demand in both Gaming and Data Center markets.
  • 2Net income increased by an impressive 282% year-over-year to $2.37 billion, reflecting broad-based operational efficiencies and strong sales.
  • 3Gross margin improved significantly to 64.8% from 58.8% in the prior year, mainly due to favorable product mix and absence of acquisition-related expenses.
  • 4The pending acquisition of Arm Limited is progressing through regulatory approvals, with NVIDIA confident in its strategic rationale despite extended timelines.
  • 5Data Center revenue grew 35% year-over-year, highlighting continued strength in AI, HPC, and accelerated computing platforms.
  • 6NVIDIA introduced Low Hash Rate (LHR) GeForce GPUs to prioritize gaming customers amidst high demand for cryptocurrency mining.
  • 7Cash, cash equivalents, and marketable securities stood at $19.65 billion, providing robust liquidity and financial flexibility.

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