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NVIDIA | 10-Q: Q2 2025 Earnings Report

NVIDIA | 10-Q: Q2 2025 Earnings Report

英偉達 | 10-Q:2025財年二季報
美股SEC公告 ·  08/28 14:08

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NVIDIA Corporation, a leader in accelerated computing, has reported significant financial growth in its second quarter of fiscal year 2025. The company's revenue soared to $30.04 billion, marking a 122% increase year-over-year and a 15% rise from the previous quarter. Operating income also saw a substantial rise, reaching $18.642 billion, up 174% from the same period last year. Net income followed suit, with a 168% year-over-year increase to $16.599 billion. Earnings per diluted share were $0.67, reflecting a 168% growth compared to the previous year. NVIDIA's business development has been robust, with strong demand for its data center compute platforms and networking for accelerated computing and AI solutions. The company's Hopper architecture is in high demand, with expectations for increased shipments in the...Show More
NVIDIA Corporation, a leader in accelerated computing, has reported significant financial growth in its second quarter of fiscal year 2025. The company's revenue soared to $30.04 billion, marking a 122% increase year-over-year and a 15% rise from the previous quarter. Operating income also saw a substantial rise, reaching $18.642 billion, up 174% from the same period last year. Net income followed suit, with a 168% year-over-year increase to $16.599 billion. Earnings per diluted share were $0.67, reflecting a 168% growth compared to the previous year. NVIDIA's business development has been robust, with strong demand for its data center compute platforms and networking for accelerated computing and AI solutions. The company's Hopper architecture is in high demand, with expectations for increased shipments in the latter half of fiscal 2025. NVIDIA has also begun shipping customer samples of its Blackwell architecture, with production ramp scheduled for the fourth quarter and continuing into fiscal year 2026. Looking ahead, NVIDIA plans to ship several billion dollars in Blackwell revenue in the fourth quarter of fiscal year 2025. The company continues to expand its supply and capacity purchases to support demand projections and has entered into prepaid manufacturing and capacity agreements. NVIDIA's future plans include managing the complexity of integrating new suppliers and contract manufacturers, as well as addressing inventory levels and potential provisions or impairments. The company is also navigating global trade challenges, including USG licensing requirements impacting exports to China and Russia, and has introduced new Data Center products specifically designed for China. NVIDIA's competitive position may be affected by further changes in USG export controls. Macroeconomic factors and regional conflicts, particularly in Israel, are being closely monitored for potential impacts on operations.
在2025財年第二季度,領先的人工智能公司英偉達公司報告了顯著的財務增長。該公司的營業收入飆升至300.4億美元,同比增長122%,季度環比增長15%。營業利潤也大幅增長,達到1864.2億美元,同比增長174%。淨利潤也隨之增長,同比增長168%,達到1659.9億美元。每股稀釋平均收益爲0.67美元,同比增長168%。英偉達的業務發展強勁,其數據中心計算平台和網絡加速計算和人工智能解決方案需求旺盛。Hopper架構的需求量很大,預計在2025財年下半年出貨量將增加。英偉達還開始向客戶提供Blackwell架構的樣品,並計劃在2025財年第四季度加大產能,繼續向2026財年進行生產。展望未來...展開全部
在2025財年第二季度,領先的人工智能公司英偉達公司報告了顯著的財務增長。該公司的營業收入飆升至300.4億美元,同比增長122%,季度環比增長15%。營業利潤也大幅增長,達到1864.2億美元,同比增長174%。淨利潤也隨之增長,同比增長168%,達到1659.9億美元。每股稀釋平均收益爲0.67美元,同比增長168%。英偉達的業務發展強勁,其數據中心計算平台和網絡加速計算和人工智能解決方案需求旺盛。Hopper架構的需求量很大,預計在2025財年下半年出貨量將增加。英偉達還開始向客戶提供Blackwell架構的樣品,並計劃在2025財年第四季度加大產能,繼續向2026財年進行生產。展望未來,英偉達計劃在2025財年第四季度出貨多億美元的Blackwell收入。公司繼續擴大供應和採購能力以支持需求預測,並簽訂了預付款製造和產能協議。英偉達的未來計劃包括管理與新供應商和代工廠商的整合複雜性,同時解決庫存水平和潛在的備抵債項或資產減值。該公司還正在應對全球貿易挑戰,包括影響向中國和俄羅斯出口的USG許可要求,並推出了專爲中國設計的新數據中心產品。美國政府出口管制的進一步變化可能會影響英偉達的競爭地位。宏觀經濟因素和地區衝突,特別是在以色列,正在密切監控以評估對公司運營的潛在影響。

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