Nvidia Reports Beat-And-Raise Q1, Announces 150% Dividend Hike, 10-For-1 Stock Split
Nvidia Reports Beat-And-Raise Q1, Announces 150% Dividend Hike, 10-For-1 Stock Split
Nvidia Corp. (NASDAQ:NVDA), which is spearheading the artificial intelligence revolution, reported Wednesday after the close first-quarter results that climbed past lofty expectations amid ever-increasing demand for its AI accelerators. The guidance for the second quarter also exceeded expectations. The company announced a 10-for-1 stock split and hiked its quarterly dividend by 150%. Reacting to the results, Nvidia's stock rose in after-hours trading.
引领人工智能革命的英伟达公司（纳斯达克股票代码：NVDA）周三公布了报告，此前由于对其人工智能加速器的需求不断增加，第一季度收盘业绩攀升至高预期。第二季度的预期也超出了预期。该公司宣布以10比1的比例进行股票分割，并将季度股息提高了150％。对业绩的反应是，英伟达的股票在盘后交易中上涨。
Nvidia's Key Q1 Metrics:
Nvidia 的第一季度关键指标：
| Q1'25 | Consensus* | Guidance | Y-o-Y Growth | Q-o-Q Growth | |
| Revenue | $26.04B | $24.64B | $24B +/- 2% | 262% | +18% |
| Non-GAAP EPS | $6.12 | $5.59 | N/A | +461% | +19% |
| Non-GAAP gross margin |
78.9% | N/A | 77% +/- 50 bps | +2.2 bps | +12.1 bps |
| Q1'25 | 共识* | 指导 | 同比增长 | 环比增长 | |
| 收入 | 26.04亿美元 | 24.64 亿美元 | 240 亿美元 +/-2% | 262% | +18% |
| 非公认会计准则每股收益 | 6.12 美元 | 5.59 美元 | 不适用 | +461% | +19% |
| 非公认会计准则 毛利率 |
78.9% | 不适用 | 77% +/-50 个基点 | +2.2 个基点 | +12.1 个基点 |
"The next industrial revolution has begun — companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center — AI factories — to produce a new commodity: artificial intelligence," said CEO Jensen Huang.
首席执行官黄延森表示：“下一次工业革命已经开始——各公司和国家正在与NVIDIA合作，将价值万亿美元的传统数据中心转向加速计算，并建造一种新型的数据中心——人工智能工厂，以生产一种新商品：人工智能。”
"AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities."
“人工智能将为几乎所有行业带来显著的生产力提高，并帮助公司提高成本和能源效率，同时扩大收入机会。”
Ahead of the results, analysts were worried about the imminent launch of its next-gen AI accelerators codenamed Blackwell denting demand for the existing H200 lineup.
在公布业绩之前，分析师担心代号为Blackwell的下一代人工智能加速器即将推出，这会削弱对现有H200系列的需求。
Nvidia's Shareholder Returns: Nvidia said its next quarterly dividend amounting to 10 cents per share will be payable on June 28 to shareholders of record as of June 11. The dividend has been hiked by 150%
英伟达的股东回报：英伟达表示，其下一季度每股10美分的股息将于6月28日支付给截至6月11日的登记股东。股息已提高了150％
The company announced a 10-for-1 stock split, with each record holder of common stock as of the close of market on Thursday, June 6 receiving nine additional shares of common stock, to be distributed after the close of market on Friday, June 7. Trading is expected to commence on a split-adjusted basis at the market open on Monday, June 10.
该公司宣布以10比1的比例进行股票分割，截至6月6日星期四收盘时，每位普通股纪录保持者将额外获得九股普通股，将在6月7日星期五收盘后分配。预计交易将在6月10日星期一开市时在经拆分调整的基础上开始。
Nvidia's Guidance: Nvidia guided to second-quarter revenue of $28 billion, plus or minus 2%. Analysts, on average, currently model revenue of $26.66 billion and earnings per share of $5.95.
英伟达的指导方针：英伟达预计第二季度收入为280亿美元，正负2％。分析师目前的平均收入为266.6亿美元，每股收益为5.95美元。
The non-GAAP gross margin will likely to come in at 75.5%, plus or minus 50 basis points, the company said. For the full year, the company expects gross margins in the mid-70% range.
该公司表示，非公认会计准则毛利率可能达到75.5％，正负50个基点。该公司预计全年毛利率在-70％左右。
Nvidia will host its earnings call at 5 p.m. EDT. Ahead of the results, Paul Marino, chief revenue officer at GraniteShares, said investors will likely hang on to every word from Huang to see how confident he is about future growth.
英伟达将在美国东部时间下午5点举行财报电话会议。在业绩公布之前，GraniteShares首席营收官保罗·马里诺表示，投资者可能会记住黄的每句话，看看他对未来增长有多大的信心。
NVDA Price Action: Nvidia stock is up 91.74% year-to-date, outperforming major ETFs such as the SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust (NASDAQ:QQQ), and the iShares Semiconductor ETF (NASDAQ:SOXX). This follows a 240% surge in 2023.
NVDA价格走势：英伟达股价今年迄今上涨了91.74％，跑赢了SPDR标准普尔500指数ETF信托（纽约证券交易所代码：SPY）和景顺QQ信托（纳斯达克股票代码：QQQ）以及iShares半导体ETF（纳斯达克股票代码：SOXX）等主要ETF。在此之前，2023年增长了240％。
The stock, though, is trading off its all-time high of $974 hit on March 8.
但是，该股正在以3月8日创下的历史新高974美元进行交易。
Nvidia shares, which closed Wednesday's regular session down 0.46% to $949.50, gained 1.90% to $967.58 in after-hours trading. according to Benzinga Pro data.
根据Benzinga Pro的数据，英伟达股价在周三的例行交易中下跌0.46％，至949.50美元，盘后交易中上涨1.90％，至967.58美元。
Nvidia CEO Jensen Huang With GB200 Grace Blackwell Superchips. Photo courtesy of Nvidia and Shutterstock.
Nvidia 首席执行官黄延森带着 GB200 Grace Blackwell 超级芯片。照片由 Nvidia 和 Shutterstock 提供。
译文内容由第三方软件翻译。