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Nvidia Announces Financial Results for Second Quarter Fiscal 2025

nvidianews.nvidia.com

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Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#31

Post by itake »

barbecue_sauce wrote: post #13
zooq_ai wrote: post #10

Earlier quoted context omitted.

Nvidia earnings is directly tied to 100% of HNers compensation and employment more so than any political news.

Not mine.

OpenAI, Nvidia, and friends have been leaders in pushing compensation packages past $1m/yr. This uplift will trickle down into tech roles in any workplace.

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#32

Post by forrestthewoods »

rty32 wrote: post #25
smy20011 wrote: post #2

Numbers are impressive, not sure why it's down in AH.

> Record quarterly revenue of $30.0 billion, up 15% from Q1 and up 122% from a year ago Looks like things are slowing down (second derivative)

> Looks like things are slowing down

Important question: is it demand or manufacturing capability?

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#33

Post by dagmx »

pfooti wrote: post #30

I really don't understand how fiscal years work. We are in Q3 of 2024. Is the AI just predicting what their Q2 2025 results will be?

Fiscal years are unaligned with regular years and are usually offset by a few months. Different companies may choose different start months for their fiscal year.

It doesn’t mean much beyond their accounting processes.

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#34

Post by flappyeagle »

suzakus wrote: post #19
zooq_ai wrote: post #18

Earlier quoted context omitted.

delusional to think it isn't

not everyone works on ai or ai adjacent products, or even tech on this site

That’s an extremely shortsighted and narrow view of things

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#35

Post by dagmx »

forrestthewoods wrote: post #32
rty32 wrote: post #25

Earlier quoted context omitted.

> Record quarterly revenue of $30.0 billion, up 15% from Q1 and up 122% from a year ago Looks like things are slowing down (second derivative)

> Looks like things are slowing down Important question: is it demand or manufacturing capability?

It’s because all the gargantuan numbers were relative to their slump year when they crashed hard.

It was a stratospheric comeback but people who expected a linear trajectory from that are missing the context

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#36

Post by xnx »

What is the case for continued growth of Nvidia? Every single sizeable entity (Google, Microsoft, Intel, AMD, etc.) is working furiously to replace them. I can imagine plenty of reasons that Nvidia sales would remain strong, but I understand less where more growth would come from.

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#39

Post by dagmx »

suzakus wrote: post #19
zooq_ai wrote: post #18

Earlier quoted context omitted.

delusional to think it isn't

not everyone works on ai or ai adjacent products, or even tech on this site

Do you have a 401k or any kind of ETF investment? It’s highly unlikely you have zero investment in NVIDIA.

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#40

Post by usaar333 »

smy20011 wrote: post #2

Numbers are impressive, not sure why it's down in AH.

The question is if they are impressive for a company worth $3.1 trillion. Annualizing this quarter's earnings it has a P/E of 45. And earnings "only" grew at 60% annualized, slower than in the past. (Revenue growth is also a bit slower as a percentage)

So market likely sees decelerating growth which can't justify such a high P/E. e.g. if growth fell to say 30% YOY in a year, nvda would be seen as overvalued today.

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