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.
引領人工智能革命的英偉達公司（納斯達克股票代碼：NVDA）週三公佈了報告，此前由於對其人工智能加速器的需求不斷增加，第一季度收盤業績攀升至高預期。第二季度的預期也超出了預期。該公司宣佈以10比1的比例進行股票分割，並將季度股息提高了150％。對業績的反應是，英偉達的股票在盤後交易中上漲。
Nvidia's Key Q1 Metrics:
Nvidia 的第一季度關鍵指標：
| 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 | 共識* | 指導 | 同比增長 | 環比增長 | |
| 收入 | 26.04億美元 | 24.64 億美元 | 240 億美元 +/-2% | 262% | +18% |
| 非公認會計准則每股收益 | 6.12 美元 | 5.59 美元 | 不適用 | +461% | +19% |
| 非公認會計准則 毛利率 |
78.9% | 不適用 | 77% +/-50 個點子 | +2.2 個點子 | +12.1 個點子 |
"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.
首席執行官黃延森表示：“下一次工業革命已經開始——各公司和國家正在與NVIDIA合作，將價值萬億美元的傳統數據中心轉向加速計算，並建造一種新型的數據中心——人工智能工廠，以生產一種新商品：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."
“人工智能將爲幾乎所有行業帶來顯著的生產力提高，並幫助公司提高成本和能源效率，同時擴大收入機會。”
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.
在公佈業績之前，分析師擔心代號爲Blackwell的下一代人工智能加速器即將推出，這會削弱對現有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%
英偉達的股東回報：英偉達表示，其下一季度每股10美分的股息將於6月28日支付給截至6月11日的登記股東。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.
該公司宣佈以10比1的比例進行股票分割，截至6月6日星期四收盤時，每位普通股紀錄保持者將額外獲得九股普通股，將在6月7日星期五收盤後分配。預計交易將在6月10日星期一開市時在經拆分調整的基礎上開始。
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.
英偉達的指導方針：英偉達預計第二季度收入爲280億美元，正負2％。分析師目前的平均收入爲266.6億美元，每股收益爲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.
該公司表示，非公認會計准則毛利率可能達到75.5％，正負50個點子。該公司預計全年毛利率在-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.
英偉達將在美國東部時間下午5點舉行業績電話會議。在業績公佈之前，GraniteShares首席營收官保羅·馬裏諾表示，投資者可能會記住黃的每句話，看看他對未來增長有多大的信心。
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價格走勢：英偉達股價今年迄今上漲了91.74％，跑贏了SPDR標準普爾500指數ETF信託（紐約證券交易所代碼：SPY）和景順QQ信託（納斯達克股票代碼：QQQ）以及iShares半導體ETF（納斯達克股票代碼：SOXX）等主要ETF。在此之前，2023年增長了240％。
The stock, though, is trading off its all-time high of $974 hit on March 8.
但是，該股正在以3月8日創下的歷史新高974美元進行交易。
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.
根據Benzinga Pro的數據，英偉達股價在週三的例行交易中下跌0.46％，至949.50美元，盤後交易中上漲1.90％，至967.58美元。
Nvidia CEO Jensen Huang With GB200 Grace Blackwell Superchips. Photo courtesy of Nvidia and Shutterstock.
Nvidia 首席執行官黃延森帶着 GB200 Grace Blackwell 超級芯片。照片由 Nvidia 和 Shutterstock 提供。
譯文內容由第三人軟體翻譯。