[標的] NVDA.US 財報

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1. 標的：NVDA.US      (例 2330.TW 台積電)
2. 分類：討論
3. 分析/正文：

全文及圖表 https://ibit.ly/PD_P

NVIDIA Announces Financial Results for Third Quarter Fiscal 2023

Wednesday, November 16, 2022
 Data Center revenue of $3.83 billion, up 31% from a year ago
 Quarterly return to shareholders of $3.75 billion

NVIDIA (NASDAQ: NVDA) today reported revenue for the third quarter ended
October 30, 2022, of $5.93 billion, down 17% from a year ago and down 12%
from the previous quarter.

GAAP earnings per diluted share for the quarter were $0.27, down 72% from a
year ago and up 4% from the previous quarter. Non-GAAP earnings per diluted
share were $0.58, down 50% from a year ago and up 14% from the previous
quarter.

“We are quickly adapting to the macro environment, correcting inventory
levels and paving the way for new products,” said Jensen Huang, founder and
CEO of NVIDIA.

“The ramp of our new platforms ─ Ada Lovelace RTX graphics, Hopper AI
computing, BlueField and Quantum networking, Orin for autonomous vehicles and
robotics, and Omniverse ─ is off to a great start and forms the foundation
of our next phase of growth.

“NVIDIA’s pioneering work in accelerated computing is more vital than ever.
Limited by physics, general purpose computing has slowed to a crawl, just as
AI demands more computing. Accelerated computing lets companies achieve
orders-of-magnitude increases in productivity while saving money and the
environment,” he said.

During the third quarter of fiscal 2023, NVIDIA returned to shareholders
$3.75 billion in share repurchases and cash dividends, bringing the return in
the first three quarters to $9.29 billion. As of October 30, 2022, the
company had $8.28 billion remaining under its share repurchase authorization
through December 2023.

NVIDIA will pay its next quarterly cash dividend of $0.04 per share on
December 22, 2022, to all shareholders of record on December 1, 2022.

---
Outlook
NVIDIA’s outlook for the fourth quarter of fiscal 2023 is as follows:

-Revenue is expected to be $6.00 billion, plus or minus 2%.

-GAAP and non-GAAP gross margins are expected to be 63.2% and 66.0%,
 respectively, plus or minus 50 basis points.

-GAAP and non-GAAP operating expenses are expected to be approximately $2.56
 billion and $1.78 billion, respectively.

-GAAP and non-GAAP other income and expense are expected to be an income of
 approximately $40 million, excluding gains and losses from non-affiliated
 investments.

-GAAP and non-GAAP tax rates are expected to be 9.0%, plus or minus 1%,
 excluding any discrete items.

---

Highlights

NVIDIA achieved progress since its previous earnings announcement in these
areas:

Data Center

-Third-quarter revenue was $3.83 billion, up 31% from a year ago and up 1%
 from the previous quarter.

-Began shipping the NVIDIA® H100 Tensor Core GPU based on the new NVIDIA
 Hopper™ architecture, with first systems available now.

-Announced at the SC22 supercomputing conference that NVIDIA H100 and
 Quantum-2 systems are being broadly adopted; that NVIDIA Omniverse™ connects
 to leading scientific computing visualization software; and that NVIDIA
 powers 90% of the new systems in the latest TOP500 list of the world’s
 fastest supercomputers, including the H100-powered system deployed at the
 Flatiron Institute, in the U.S, which topped the Green500 list of the
 most-efficient systems.
-Announced a multi-year collaboration with Microsoft to help enterprises
 train, deploy and scale AI, including state-of-the-art models, through
 Microsoft Azure, which is deploying tens of thousands of A100 and H100 GPUs.
-Announced a multi-year partnership with Oracle to bring NVIDIA’s full
 accelerated computing stack to Oracle Cloud Infrastructure, which is
 deploying tens of thousands more NVIDIA GPUs, including A100 and H100
 accelerators.
-Announced a partnership with Nuance Communications to bring AI-based
 diagnostic tools to clinical radiologists.
-Announced that Rescale is integrating NVIDIA AI Enterprise software into
 its HPC-as-a-service offering.
-Announced two new large language model cloud AI services — NVIDIA NeMo™ LLM
 and NVIDIA BioNeMo™ LLM — enabling developers to easily adapt LLMs and
 deploy customized AI applications for content generation, text summarization,
 protein structure and biomolecular property predictions, and more.
-Announced that NVIDIA H100 Tensor Core GPUs set records in both AI inference
 and AI training on all workloads in their first appearances on the MLPerf AI
 benchmarks.
-Unveiled the second generation of NVIDIA OVX™, powered by the Ada Lovelace
 GPU architecture and enhanced networking technology, enabling the creation of
 3D worlds with groundbreaking real-time graphics, AI and digital-twin
 simulation capabilities.
-Announced a new data center solution delivering zero-trust security optimized
 for VMware vSphere 8 combining Dell PowerEdge servers with NVIDIA BlueField®
 DPUs, NVIDIA GPUs and NVIDIA AI Enterprise software.

Gaming

-Third-quarter revenue was $1.57 billion, down 51% from a year ago and down
 23% from the previous quarter.
-Launched GeForce RTX™ 4090, the first Ada Lovelace architecture GPU for
 gamers and creators, which quickly sold out in many locations. Sales began
 today of the RTX 4080.
-Introduced NVIDIA DLSS 3, an AI-powered performance multiplier for a new era
 of NVIDIA RTX™ neural rendering. More than 240 DLSS games and applications
 are now available, and 35 have announced support for DLSS 3,
 including Marvel ’s Spider-Man Remastered, Cyberpunk 2077 and Microsoft Flight Simulator.
-Shipped 37 new RTX games and apps, pushing up the total available to more
 than 360.
-Expanded the GeForce NOW™ library with 85+ games, bringing the total
 available games to 1,400+.

Professional Visualization

-Third-quarter revenue was $200 million, down 65% from a year ago and down 60%
 from the previous quarter.
-Introduced NVIDIA Omniverse™ Cloud, the company’s first software- and
 infrastructure-as-a-service offering, with a comprehensive suite of cloud
 services for artists, developers and enterprise teams to access metaverse
 applications.

Automotive and Embedded

-Third-quarter revenue was $251 million, up 86% from a year ago and up 14%
 from the previous quarter.
-Introduced NVIDIA DRIVE Thor™, the company’s 2,000 TFLOPS next-generation
 centralized computer for safe and secure autonomous vehicles, with
 Geely-owned ZEEKR integrating it into electric vehicles in 2025.
-Marked the launch of the all-electric Volvo EX90, powered by NVIDIA DRIVE
 Orin and Xavier™, and Polestar 3, the brand’s first SUV, which runs on the
 NVIDIA DRIVE™ platform.
-Announced that Hozon Auto’s Neta brand will build future electric vehicles
 on the NVIDIA DRIVE Orin™ platform, enabling automated driving and
 intelligent features.
-Announced new DRIVE IX ecosystem partners that are building on the company’s
 open AI cockpit software stack to deliver interactive features for vehicles.
-Launched Jetson Orin Nano™ system-on-modules that deliver up to 80x the
 performance over the prior generation for entry-level edge AI and robotics.

-------------------------------------------------------
(以下是網頁的不負責翻譯)

英偉達公佈 2023 財年第三季度財務業績(2022年11月16日星期三)

-數據中心收入為38.3億美元，同比增長31%
-季度股東回報37.5億美元

英偉達（納斯達克股票代碼：NVDA）今天公佈截至 2022 年 10 月 30 日的第三季度收入
為 59.3 億美元，同比下降 17%，環比下降 12%。

本季度GAAP稀釋后每股收益為0.27美元，同比下降72%，比上一季度增長4%。非GAAP攤薄
每股收益為0.58美元，同比下降50%，比上一季度增長14%。

“我們正在迅速適應宏觀環境，糾正庫存水準併為新產品鋪平道路，”英偉達創始人兼首
席執行官黃仁勳說。

“我們新平臺的坡道 - Ada Lovelace RTX圖形，Hopper AI計算，BlueField和量子網络
，用於自動駕駛汽車和機器人的Orin以及Omniverse - 已經有一個良好的開端，並形成了
我們下一階段增長的基礎。

“NVIDIA 在加速計算方面的開創性工作比以往任何時候都更加重要。受物理學的限制，
通用計算已經放緩到爬行，就像人工智慧需要更多的計算一樣。加速計算使公司能夠在節
省資金和環境的同時實現生產力的數量級提高，“他說。

在 2023 財年第三季度，NVIDIA 向股東返還了 37.5 億美元的股票回購和現金股息，使
前三個季度的回報達到 92.9 億美元。截至 2022 年 10 月 30 日，截至 2023 年 12 月
，該公司的股票回購授權還剩下 82.8 億美元。

NVIDIA 將於 2022 年 12 月 22 日向 2022 年 12 月 1 日登記在冊的所有股東支付每股
 0.04 美元的下一季度現金股息。


英偉達對 2023 財年第四季度的展望如下：

收入預計為60億美元，上下浮動2%。
GAAP和非GAAP毛利率預計分別為63.2%和66.0%，上下浮動50個基點。
GAAP和非GAAP運營費用預計分別約為25.6億美元和17.8億美元。
GAAP和非GAAP其他收入和費用預計為約4000萬美元，不包括非關聯投資的損益。
GAAP和非GAAP稅率預計為9.0%，正負1%，不包括任何離散專案。

數據中心

-第三季度營收為38.3億美元，同比增長31%，環比增長1%。
-開始發貨基於新的 NVIDIA Hopper™ 架構的 NVIDIA® H100 Tensor Core GPU，現已推
 出首批系統。
-在SC22超級計算大會上宣佈NVIDIA H100和Quantum-2系統被廣泛採用;NVIDIA Omniverse
 ™ 連接到領先的科學計算可視化軟體;NVIDIA 為全球最快的超級計算機的最新TOP500 名
 單中90%的新系統提供支援，包括部署在美國熨鬥研究所的H100動力系統，該系統在
 Green500 最高效系統名單中名列前茅。
-宣佈與微軟建立多年合作，幫助企業通過微軟Azure訓練、部署和擴展人工智慧，包括最
 先進的模型，微軟Azure正在部署數萬個A100和H100 GPU。
-宣佈與甲骨文建立多年合作夥伴關係，將NVIDIA的全加速計算堆疊引入甲骨文雲基礎設施
 ，該基礎設施正在部署數以萬計的NVIDIA GPU，包括A100和H100加速器。
-宣佈與Nuance Communications合作，為臨床放射科醫生提供基於AI的診斷工具。
-宣佈Rescale正在將NVIDIA AI Enterprise軟體集成到其HPC即服務產品中。
-宣布推出兩款新的大型語言模型雲 AI 服務 — NVIDIA NeMo LLM 和NVIDIA BioNeMo™™
 LLM，使開發人員能夠輕鬆調整 LLM 並部署定制的 AI 應用程式，以產生內容、文本摘要
 、蛋白質結構和生物分子特性預測等。
-宣佈NVIDIA H100 張量核心 GPU首次出現在 MLPerf AI 基準測試中，在所有工作負載的
 AI 推理和AI 訓練方面都創下了記錄。
-推出第二代 NVIDIA OVX™，由 Ada Lovelace GPU 架構和增強型網路技術提供支援，支
 援創建具有突破性實時圖形、AI 和數位孿生類比功能的 3D 世界。
-宣佈推出一款新的數據中心解決方案，提供針對VMware vSphere 8優化的零信任安全性，
 將Dell PowerEdge伺服器與NVIDIABlueField® DPU、NVIDIA GPU和NVIDIA AI
 Enterprise軟體相結合。

遊戲

-第三季度營收為15.7億美元，同比下降51%，環比下降23%。
-推出GeForce RTX™ 4090，這是第一款面向遊戲玩家和創作者的Ada Lovelace架構GPU，
 在許多地方迅速售罄。RTX 4080今天開始銷售。
-推出 NVIDIADLSS 3，一款人工智慧驅動的性能倍增器，開啟了 NVIDIA RTX™ 神經渲染
 的新時代。現在有超過240款DLSS遊戲和應用程式可用，其中35款已宣布支援DLSS 3，包
 括漫威的蜘蛛俠重製版，賽博朋克2077和微軟飛行模擬器。
 出貨了37款新的RTX遊戲和應用程式，將可用的總數推高至360多款。
-擴展GeForce NOW™ 資料庫，新增 85+ 款遊戲，使可用遊戲總數達到 1，400+。


 專業可視化

-第三季度營收為2億美元，同比下降65%，環比下降60%。
 推出NVIDIA Omniverse™雲，這是該公司首個軟體和基礎設施即服務產品，為藝術家、開
 發人員和企業團隊提供全面的雲服務套件，以訪問元界應用程式。


汽車和嵌入式

-第三季度收入為2.51億美元，同比增長86%，環比增長14%。
-推出NVIDIA DRIVE Thor™，該公司的 2，000 TFLOPS 下一代集中式電腦，用於安全可靠
 的自動駕駛汽車，吉利擁有的 ZEEKR 將於 2025 年將其集成到電動汽車中。
 標誌著由NVIDIA DRIVE Orin和Xavier™提供動力的全電動沃爾沃EX90和該品牌首款
 SUVPolestar 3的推出，該SUV在NVIDIA DRIVE™平臺上運行。
-宣佈Hozon Auto的Neta品牌將在NVIDIA DRIVE Orin™平臺上構建未來的電動汽車，實現
 自動駕駛和智慧功能。
-宣佈新的DRIVE IX生態系統合作夥伴，這些合作夥伴正在構建公司的開放式AI駕駛艙軟體
 堆疊，為車輛提供互動式功能。
-推出Jetson Orin Nano™ 系統模組，其性能是上一代入門級邊緣 AI 和機器人技術的
 80 倍。


4. 進退場機制：(非長期投資者，必須有停損機制。討論、心得類免填)


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