@mirana1
In-depth analysis of $NVDA's third quarter financial report (financial report, full record of conference call and some forward-looking analysis in the future, key points have been marked, 2400 words +): Finding the best balance in market expectations, it can be called a very successful press conference
1. Basic situation of financial report: full beat, market expectations are very sufficient
1) Third quarter financial: basically within market expectations
Q3 revenue: 35.1B, quarter-on-quarter 17%, year-on-year 94%; of which data center business 30.8B, a historical high, quarter-on-quarter 17%, year-on-year 114%.
EPS (non-GAAP): $0.81, quarter-on-quarter 19%, year-on-year 103%.
Gross profit margin (GAAP): 74.6%, slightly lower than 75.1% in the second quarter
2) Fourth quarter outlook: slightly lower than market expectations, but there are reasons
Q4 revenue (E): 37.5B (2% floating), market expectations are as low as 380.
Gross profit margin (GAAP): 73% (5% floating)
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