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10-QPeriod: Q1 FY2025

NVIDIA CORP Quarterly Report for Q1 Ended Apr 28, 2024

Filed May 29, 2024For Securities:NVDA

Summary

NVIDIA Corporation (NVDA) reported exceptional financial results for the first quarter of fiscal year 2025, ending April 28, 2024. The company demonstrated a significant year-over-year revenue increase of 262%, reaching $26.04 billion, primarily driven by its Data Center segment. This segment saw a remarkable 427% surge in revenue to $22.68 billion, fueled by robust demand for its AI computing platforms, particularly the NVIDIA Hopper GPU. The company's gross margin improved substantially to 78.4%, reflecting strong pricing power and high demand for its advanced AI solutions. Net income also saw an extraordinary increase, growing 628% year-over-year to $14.88 billion, resulting in diluted earnings per share of $5.98, a 629% increase from the prior year. The company highlighted strong demand visibility for its next-generation Blackwell platform, with customer shipments expected to ramp in the second half of the fiscal year, though supply constraints are anticipated to continue into the next year. NVIDIA also announced a ten-for-one stock split and a 150% increase in its quarterly cash dividend, signaling confidence in its future growth prospects.

Financial Statements
Beta
Revenue$26.04B
Cost of Revenue$5.64B
Gross Profit$20.41B
R&D Expenses$2.72B
SG&A Expenses$777.00M
Operating Expenses$3.50B
Operating Income$16.91B
Interest Expense$64.00M
Net Income$14.88B
EPS (Basic)$0.60
EPS (Diluted)$0.60
Shares Outstanding (Basic)24.62B
Shares Outstanding (Diluted)24.89B

Key Highlights

  • 1Revenue soared by 262% year-over-year to $26.04 billion, driven by exceptional Data Center demand.
  • 2Data Center revenue grew an astounding 427% year-over-year to $22.68 billion, underscoring the demand for AI infrastructure.
  • 3Gross margin expanded significantly to 78.4%, up from 64.6% in the prior year's quarter, indicating strong pricing power.
  • 4Net income surged 628% year-over-year to $14.88 billion, with diluted EPS reaching $5.98 (up 629%).
  • 5The company expects continued strong demand for its next-generation Blackwell platform, with shipments ramping in H2 FY25, though supply constraints are anticipated.
  • 6NVIDIA announced a 10-for-1 forward stock split and a 150% increase in its quarterly dividend, signaling strong financial health and commitment to returning capital to shareholders.
  • 7Despite robust demand, supply for certain products like H200 remains constrained, and Blackwell supply is expected to be tight into the next fiscal year.

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