Q1 2025
财务业绩报告 Financial Report
2024年5月22日 | May 22, 2024
2024年5月22日 | May 22, 2024
Quarterly Revenue
同比增长 262% | 环比增长 18%
Up 262% YoY | Up 18% QoQ
Earnings Per Share
非GAAP每股收益
Non-GAAP EPS up 461% YoY
Gross Margin
Non-GAAP
Data Center
Up 427% YoY
十比一股票拆分将于2024年6月7日生效
Ten-for-one forward stock split effective June 7, 2024
| 指标 Metric | Q1 FY25 | Q4 FY24 | Q1 FY24 | 环比 QoQ | 同比 YoY |
|---|---|---|---|---|---|
| 收入 Revenue | $26,044M | $22,103M | $7,192M | +18% | +262% |
| 毛利率 Gross Margin | 78.9% | 76.7% | 66.8% | +2.2pts | +12.1pts |
| 运营支出 Operating Expenses | $2,501M | $2,210M | $1,750M | +13% | +43% |
| 运营收入 Operating Income | $18,059M | $14,749M | $3,052M | +22% | +492% |
| 净收入 Net Income | $15,238M | $12,839M | $2,713M | +19% | +462% |
| 每股收益 EPS (Diluted) | $6.12 | $5.16 | $1.09 | +19% | +461% |
同比增长 427% | 环比增长 23%
数据中心计算收入为 $19.4B，同比增长 478%，环比增长 29%。这些增长反映了用于大型语言模型训练和推理的 NVIDIA Hopper GPU 计算平台出货量的增加。
Data Center compute revenue was $19.4 billion, up 478% from a year ago and up 29% sequentially. These increases reflect higher shipments of the NVIDIA Hopper GPU computing platform used for training and inferencing with large language models.
同比增长 18% | 环比下降 8%
Year-on-year increase primarily reflects higher demand. Sequential decrease reflects seasonally lower GPU sales for laptops.
Professional Visualization
同比增长 45%
同比增长 11%
Revenue is expected to be $28.0 billion, plus or minus 2%. Non-GAAP gross margin is expected to be 75.5%, plus or minus 50 basis points.
"下一次工业革命已经开始 — 企业和国家正与NVIDIA合作，将传统数据中心转变为加速计算，并建立一种新型数据中心 — AI工厂 — 生产一种新商品：人工智能。"
"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."
Ten-for-one forward stock split effective June 7, 2024. Quarterly cash dividend raised 150% to $0.10 per share ($0.01 post-split).
NVIDIA正准备迎接下一波增长浪潮：