Nvidia (NVDA-NASDAQ) - Earnings hoje após o fecho
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- Mensagens: 65
- Registado: 27/4/2005 12:12
Apenas um trocadilho com a palavra "Insider"..
Os Insiders fazem parte da empresa e certamente sabem quais os resultados e como a empresa vai em termos de fundamentais..
Um Knowsider(conceito inventado por mim mas não devo ter sido o único com esta ideia) obviamente não tem acesso a toda esta informação mas porque acompanha todo o sector, conhece a tecnologia por dentro, está a par da popularidade e ordem de vendas dos produtos da empresa... assim consegue ter um "trading hedge" relativamente aos outros, sabendo +- se a empresa bate os earnings ou não.
E isto costuma funcionar para earnings uma vez que para outros movimentos de curto a médio prazo convém usar a Análise Técnica e deixar os fundamentalismos de lado..
Cumprimentos
Os Insiders fazem parte da empresa e certamente sabem quais os resultados e como a empresa vai em termos de fundamentais..
Um Knowsider(conceito inventado por mim mas não devo ter sido o único com esta ideia) obviamente não tem acesso a toda esta informação mas porque acompanha todo o sector, conhece a tecnologia por dentro, está a par da popularidade e ordem de vendas dos produtos da empresa... assim consegue ter um "trading hedge" relativamente aos outros, sabendo +- se a empresa bate os earnings ou não.
E isto costuma funcionar para earnings uma vez que para outros movimentos de curto a médio prazo convém usar a Análise Técnica e deixar os fundamentalismos de lado..
Cumprimentos
-
- Mensagens: 2140
- Registado: 11/5/2003 12:11
- Localização: Lisboa
NVIDIA Reports Record Revenue for the First Quarter of Fisca
Dito e feito... foi mesmo recorde 
No after vai a cotar por volta dos $24
NVIDIA Reports Record Revenue for the First Quarter of Fiscal Year 2006
Company Achieves Record Revenue; Net Income Increases 202 Percent
Year-Over-Year
SANTA CLARA, Calif., May 12 /PRNewswire-FirstCall/ -- NVIDIA Corporation (Nasdaq: NVDA) today reported financial results for the first quarter of fiscal 2006 ended May 1, 2005.
(Logo: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO )
For the first quarter of fiscal 2006, revenue increased to a record $583.8 million, compared to $471.9 million for the first quarter of fiscal 2005, an increase of 24 percent. Net income for the first quarter of fiscal 2006 was $64.4 million, or $0.36 per diluted share, compared to net income of $21.3 million, or $0.12 per diluted share, for the first quarter of fiscal 2005.
"We have solidly returned our company to growth," stated Jen-Hsun Huang, president and CEO of NVIDIA. "We now have four exciting growth businesses -- GPU, MCP, wireless media processor, and consumer electronics. In addition, our gross margin initiatives continue to deliver results ahead of schedule. Our efforts over the past two years have put us back in growth mode and have positioned us squarely at the center of the digital media revolution."
First Quarter Fiscal 2006 Highlights
-- Gross margin improved 450 basis points over the gross margin for the
first quarter fiscal 2005.
-- The NVIDIA nForce product line achieved record revenue.
-- The NVIDIA Quadro product line achieved record revenue.
-- NVIDIA and Sony Computer Entertainment executed the Definitive
Agreement to jointly develop the graphics processing unit for Sony
Computer Entertainment's next-generation computer entertainment system.
-- Introduced and delivered production volume of the NVIDIA nForce(TM) 4
SLI(TM) Intel Edition media and communications processor (MCP) for
Intel-based personal computers.
-- NVIDIA nForce MCPs increased their share of the AMD64 segment to 55
percent as reported by Mercury Research for the quarter ending
March 31, 2005.
-- NVIDIA nForce Professional MCP shipped in its first enterprise server
platform -- the HP ProLiant DL145 G2 server. The ProLiant DL145 G2 is
an AMD Opteron-based platform ideal for large clustered high-
performance computing environments and general purpose computing
requirements.
-- Introduced and delivered volume production of two new GeForce(TM)
6 graphics processing units (GPUs) -- the GeForce 6800 Ultra 512MB and
the GeForce 6200 AGP GPUs -- designed for the enthusiast and value
desktop segments, respectively.
-- Introduced and delivered volume production of our fastest mobile GPU to
date, the NVIDIA(R) GeForce Go 6800 Ultra. The Dell Inspiron(TM) XPS
Gen 2 was the first notebook available with the GeForce Go 6800 Ultra
mobile GPU.
-- NVIDIA extended share from 67 percent to 70 percent from the fourth
quarter of calendar 2004 to the first quarter of calendar 2005 in the
Performance DX9 Desktop GPU segment as reported in Mercury Research's
First Quarter PC Graphics Report 2005.
NVIDIA will conduct a conference call with analysts and investors to discuss its first quarter fiscal 2006 financial results and current financial prospects today at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). To listen to the call, please dial 706-679-0543. A live Web cast (listen-only mode) of the conference call will be held at the NVIDIA investor relations Web site http://nvidia.com/ir and at http://www.streetevents.com . The Web cast will be recorded and available for replay until the Company's conference call to discuss its financial results for its second quarter fiscal 2006.
About NVIDIA
NVIDIA Corporation is a worldwide leader in graphics and digital media processors. The Company's products enhance the end-user experience on consumer and professional computing devices. NVIDIA graphics processing units (GPUs), media and communications processors (MCPs), and wireless media processors (WMPs) have broad market reach and are incorporated into a variety of platforms, including consumer and enterprise PCs, notebooks, workstations, PDAs, mobile phones, and video game consoles. NVIDIA is headquartered in Santa Clara, California and employs more than 2,100 people worldwide. For more information, visit the Company's Web site at www.nvidia.com.
Certain statements in this press release including, but not limited to, the success of our strategies and initiatives, share of market segments, our collaboration with Sony, and overall growth are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Such risks and uncertainties include, but are not limited to, market acceptance of our new products, difficulties in the development of new and enhanced products, successful implementation of our products and technologies, manufacturing and other delays, the impact of technological development and competition, our dependence on third-party manufacturers, general industry trends including cyclical trends in the PC, handheld, consumer electronics and semiconductor industries, manufacturing costs and the pricing of components, the impact of competitive products and pricing alternatives, changes in industry standards and interfaces, and other proceedings and other risks detailed from time to time in the reports NVIDIA files with the Securities and Exchange Commission including its Form 10-K for the fiscal year ended January 30, 2005. These forward-looking statements speak only as of the date of this release. NVIDIA disclaims any obligation to update these forward-looking statements.
NOTE: All company and/or product names may be trade names, trademarks and/or registered trademarks of the respective owners with which they are associated. Features, pricing, availability, and specifications are subject to change without notice.
NVIDIA CORPORATION
CONDENSED CONSOLIDATED STATEMENTS OF INCOME
(In thousands, except per share data)
(Unaudited)
Three Months Ended
May 1, April 25,
2005 2004
Revenue $583,846 $471,905
Cost of revenue 373,693 323,069
Gross profit 210,153 148,836
Operating expenses:
Research and development 85,913 77,750
Sales, general and administrative 48,058 47,206
Total operating expenses 133,971 124,956
Operating income 76,182 23,880
Interest and other income, net 4,373 2,807
Income before income tax expense 80,555 26,687
Income tax expense (A) 16,111 5,338
Net income $64,444 $21,349
Basic net income per share $0.38 $0.13
Diluted net income per share $0.36 $0.12
Shares used in basic per share
computation 168,647 165,171
Shares used in diluted per share
computation 180,492 178,479
(A) The effective income tax rate was 20% for the three months ended May
1, 2005 and the three months ended April 25, 2004.
NVIDIA CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands)
(Unaudited)
May 1, Jan. 30,
2005 2005
ASSETS
Current assets:
Cash, cash equivalents and
marketable securities $731,512 $670,045
Accounts receivable, net 255,252 296,279
Inventories 307,759 315,518
Prepaid and other current assets 21,869 19,819
Deferred income tax asset 3,265 3,265
Total current assets 1,319,657 1,304,926
Property and equipment, net 169,236 178,955
Deposits and other assets 10,678 9,034
Goodwill 108,107 108,107
Intangible assets, net 27,416 27,514
Total assets $1,635,094 $1,628,536
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Accounts payable $182,146 $238,223
Accrued liabilities 193,029 182,077
Current portion of capital lease
obligations 345 856
Total current liabilities 375,520 421,156
Deferred income tax liability 20,754 20,754
Long-term liabilities 8,233 8,358
Stockholders' equity 1,230,587 1,178,268
Total liabilities and
stockholders' equity $1,635,094 $1,628,536
SOURCE NVIDIA Corporation
-0- 05/12/2005
/CONTACT: Michael Hara, Investor Relations, +1-408-486-2511, or
mhara@nvidia.com, or David Roman, Public Relations, +1-408-486-6250, or
droman@nvidia.com, both of NVIDIA Corporation/
/Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO
AP Archive: http://photoarchive.ap.org
PRN Photo Desk; photodesk@prnewswire.com/
/Web site: http://www.nvidia.com /
No after vai a cotar por volta dos $24
NVIDIA Reports Record Revenue for the First Quarter of Fiscal Year 2006
Company Achieves Record Revenue; Net Income Increases 202 Percent
Year-Over-Year
SANTA CLARA, Calif., May 12 /PRNewswire-FirstCall/ -- NVIDIA Corporation (Nasdaq: NVDA) today reported financial results for the first quarter of fiscal 2006 ended May 1, 2005.
(Logo: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO )
For the first quarter of fiscal 2006, revenue increased to a record $583.8 million, compared to $471.9 million for the first quarter of fiscal 2005, an increase of 24 percent. Net income for the first quarter of fiscal 2006 was $64.4 million, or $0.36 per diluted share, compared to net income of $21.3 million, or $0.12 per diluted share, for the first quarter of fiscal 2005.
"We have solidly returned our company to growth," stated Jen-Hsun Huang, president and CEO of NVIDIA. "We now have four exciting growth businesses -- GPU, MCP, wireless media processor, and consumer electronics. In addition, our gross margin initiatives continue to deliver results ahead of schedule. Our efforts over the past two years have put us back in growth mode and have positioned us squarely at the center of the digital media revolution."
First Quarter Fiscal 2006 Highlights
-- Gross margin improved 450 basis points over the gross margin for the
first quarter fiscal 2005.
-- The NVIDIA nForce product line achieved record revenue.
-- The NVIDIA Quadro product line achieved record revenue.
-- NVIDIA and Sony Computer Entertainment executed the Definitive
Agreement to jointly develop the graphics processing unit for Sony
Computer Entertainment's next-generation computer entertainment system.
-- Introduced and delivered production volume of the NVIDIA nForce(TM) 4
SLI(TM) Intel Edition media and communications processor (MCP) for
Intel-based personal computers.
-- NVIDIA nForce MCPs increased their share of the AMD64 segment to 55
percent as reported by Mercury Research for the quarter ending
March 31, 2005.
-- NVIDIA nForce Professional MCP shipped in its first enterprise server
platform -- the HP ProLiant DL145 G2 server. The ProLiant DL145 G2 is
an AMD Opteron-based platform ideal for large clustered high-
performance computing environments and general purpose computing
requirements.
-- Introduced and delivered volume production of two new GeForce(TM)
6 graphics processing units (GPUs) -- the GeForce 6800 Ultra 512MB and
the GeForce 6200 AGP GPUs -- designed for the enthusiast and value
desktop segments, respectively.
-- Introduced and delivered volume production of our fastest mobile GPU to
date, the NVIDIA(R) GeForce Go 6800 Ultra. The Dell Inspiron(TM) XPS
Gen 2 was the first notebook available with the GeForce Go 6800 Ultra
mobile GPU.
-- NVIDIA extended share from 67 percent to 70 percent from the fourth
quarter of calendar 2004 to the first quarter of calendar 2005 in the
Performance DX9 Desktop GPU segment as reported in Mercury Research's
First Quarter PC Graphics Report 2005.
NVIDIA will conduct a conference call with analysts and investors to discuss its first quarter fiscal 2006 financial results and current financial prospects today at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). To listen to the call, please dial 706-679-0543. A live Web cast (listen-only mode) of the conference call will be held at the NVIDIA investor relations Web site http://nvidia.com/ir and at http://www.streetevents.com . The Web cast will be recorded and available for replay until the Company's conference call to discuss its financial results for its second quarter fiscal 2006.
About NVIDIA
NVIDIA Corporation is a worldwide leader in graphics and digital media processors. The Company's products enhance the end-user experience on consumer and professional computing devices. NVIDIA graphics processing units (GPUs), media and communications processors (MCPs), and wireless media processors (WMPs) have broad market reach and are incorporated into a variety of platforms, including consumer and enterprise PCs, notebooks, workstations, PDAs, mobile phones, and video game consoles. NVIDIA is headquartered in Santa Clara, California and employs more than 2,100 people worldwide. For more information, visit the Company's Web site at www.nvidia.com.
Certain statements in this press release including, but not limited to, the success of our strategies and initiatives, share of market segments, our collaboration with Sony, and overall growth are forward-looking statements that are subject to risks and uncertainties that could cause results to be materially different than expectations. Such risks and uncertainties include, but are not limited to, market acceptance of our new products, difficulties in the development of new and enhanced products, successful implementation of our products and technologies, manufacturing and other delays, the impact of technological development and competition, our dependence on third-party manufacturers, general industry trends including cyclical trends in the PC, handheld, consumer electronics and semiconductor industries, manufacturing costs and the pricing of components, the impact of competitive products and pricing alternatives, changes in industry standards and interfaces, and other proceedings and other risks detailed from time to time in the reports NVIDIA files with the Securities and Exchange Commission including its Form 10-K for the fiscal year ended January 30, 2005. These forward-looking statements speak only as of the date of this release. NVIDIA disclaims any obligation to update these forward-looking statements.
NOTE: All company and/or product names may be trade names, trademarks and/or registered trademarks of the respective owners with which they are associated. Features, pricing, availability, and specifications are subject to change without notice.
NVIDIA CORPORATION
CONDENSED CONSOLIDATED STATEMENTS OF INCOME
(In thousands, except per share data)
(Unaudited)
Three Months Ended
May 1, April 25,
2005 2004
Revenue $583,846 $471,905
Cost of revenue 373,693 323,069
Gross profit 210,153 148,836
Operating expenses:
Research and development 85,913 77,750
Sales, general and administrative 48,058 47,206
Total operating expenses 133,971 124,956
Operating income 76,182 23,880
Interest and other income, net 4,373 2,807
Income before income tax expense 80,555 26,687
Income tax expense (A) 16,111 5,338
Net income $64,444 $21,349
Basic net income per share $0.38 $0.13
Diluted net income per share $0.36 $0.12
Shares used in basic per share
computation 168,647 165,171
Shares used in diluted per share
computation 180,492 178,479
(A) The effective income tax rate was 20% for the three months ended May
1, 2005 and the three months ended April 25, 2004.
NVIDIA CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
(In thousands)
(Unaudited)
May 1, Jan. 30,
2005 2005
ASSETS
Current assets:
Cash, cash equivalents and
marketable securities $731,512 $670,045
Accounts receivable, net 255,252 296,279
Inventories 307,759 315,518
Prepaid and other current assets 21,869 19,819
Deferred income tax asset 3,265 3,265
Total current assets 1,319,657 1,304,926
Property and equipment, net 169,236 178,955
Deposits and other assets 10,678 9,034
Goodwill 108,107 108,107
Intangible assets, net 27,416 27,514
Total assets $1,635,094 $1,628,536
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Accounts payable $182,146 $238,223
Accrued liabilities 193,029 182,077
Current portion of capital lease
obligations 345 856
Total current liabilities 375,520 421,156
Deferred income tax liability 20,754 20,754
Long-term liabilities 8,233 8,358
Stockholders' equity 1,230,587 1,178,268
Total liabilities and
stockholders' equity $1,635,094 $1,628,536
SOURCE NVIDIA Corporation
-0- 05/12/2005
/CONTACT: Michael Hara, Investor Relations, +1-408-486-2511, or
mhara@nvidia.com, or David Roman, Public Relations, +1-408-486-6250, or
droman@nvidia.com, both of NVIDIA Corporation/
/Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20020613/NVDALOGO
AP Archive: http://photoarchive.ap.org
PRN Photo Desk; photodesk@prnewswire.com/
/Web site: http://www.nvidia.com /
-
- Mensagens: 2140
- Registado: 11/5/2003 12:11
- Localização: Lisboa
Nvidia (NVDA-NASDAQ) - Earnings hoje após o fecho
Hoje depois do fecho temos os Earnings da Nvidia..
Recentes notícias indicam que a Nvidia tem estado a liderar nas vendas de média e alta gama e roubou algum do marketshare da ATI Tech. continuando a liderar no marketshare de todas as gamas de placas gráficas.
Segundo o meu estudo de "Knowsider" existe muitas boas probabilidades da Nvidia vir a bater as estimativas para hoje.
Apesar de ser a época de menores vendas por esta "season", os dados apontam para que tenham sido batidos alguns recordes de vendas para esta altura do ano e em termos de futuro a curto/médio e longo prazo as coisas estão ainda melhor com a E3 à porta e a saída da consola Playstation 3 para o próximo ano.
Hoje a sessão está a correr bem em contraciclo do resto dos índices e a médio prazo o aspecto técnico é bastante bom.
Uma vez que nos earnings o risco é sempre elevado não aconselho posições pesadas para evitar surpresas..
Deixo o gráfico.. Cumps
Disclaimer: Estou longo na NVDA
Recentes notícias indicam que a Nvidia tem estado a liderar nas vendas de média e alta gama e roubou algum do marketshare da ATI Tech. continuando a liderar no marketshare de todas as gamas de placas gráficas.
Segundo o meu estudo de "Knowsider" existe muitas boas probabilidades da Nvidia vir a bater as estimativas para hoje.
Apesar de ser a época de menores vendas por esta "season", os dados apontam para que tenham sido batidos alguns recordes de vendas para esta altura do ano e em termos de futuro a curto/médio e longo prazo as coisas estão ainda melhor com a E3 à porta e a saída da consola Playstation 3 para o próximo ano.
Hoje a sessão está a correr bem em contraciclo do resto dos índices e a médio prazo o aspecto técnico é bastante bom.
Uma vez que nos earnings o risco é sempre elevado não aconselho posições pesadas para evitar surpresas..
Deixo o gráfico.. Cumps
Disclaimer: Estou longo na NVDA
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- Mensagens: 2140
- Registado: 11/5/2003 12:11
- Localização: Lisboa
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