May 02, 2021

NVIDIA Q1 2022 Earnings Report

Reported record revenue driven by strong demand for its products.

Key Takeaways

NVIDIA reported record revenue of $5.66 billion for the first quarter of fiscal 2022, up 84 percent from a year earlier. Record revenue was achieved from the company’s Gaming, Data Center and Professional Visualization platforms. GAAP earnings per diluted share for the quarter were a record $3.03, while non-GAAP earnings per diluted share were $3.66.

Record revenue of $5.66 billion, up 84 percent from a year earlier.

Record Gaming revenue of $2.76 billion, up 106 percent from a year earlier.

Record Data Center revenue of $2.05 billion, up 79 percent from a year earlier.

GAAP earnings per diluted share were a record $3.03, up 106 percent from a year ago.

Total Revenue
$5.66B
Previous year: $3.08B
+83.8%
EPS
$0.092
Previous year: $0.045
+104.4%
GAAP Gross Margin
64.1%
Previous year: 65.1%
-1.5%
Non-GAAP Gross Margin
66.2%
Previous year: 65.8%
+0.6%
Gross Profit
$3.63B
Previous year: $2B
+81.1%
Cash and Equivalents
$978M
Previous year: $15.5B
-93.7%
Total Assets
$30.8B
Previous year: $23.3B
+32.4%

NVIDIA

NVIDIA

Forward Guidance

NVIDIA’s outlook for the second quarter of fiscal 2022 is as follows: Revenue is expected to be $6.30 billion, plus or minus 2 percent. GAAP and non-GAAP gross margins are expected to be 64.6 percent and 66.5 percent, respectively, plus or minus 50 basis points. GAAP and non-GAAP operating expenses are expected to be approximately $1.76 billion and $1.26 billion, respectively. GAAP and non-GAAP other income and expense are both expected to be an expense of approximately $50 million. GAAP and non-GAAP tax rates are both expected to be 10 percent, plus or minus 1 percent, excluding any discrete items.

Positive Outlook

  • Revenue is expected to be $6.30 billion, plus or minus 2 percent.
  • GAAP gross margins are expected to be 64.6 percent, plus or minus 50 basis points.
  • Non-GAAP gross margins are expected to be 66.5 percent, plus or minus 50 basis points.
  • GAAP operating expenses are expected to be approximately $1.76 billion.
  • Non-GAAP operating expenses are expected to be approximately $1.26 billion.

Challenges Ahead

  • GAAP other income and expense are expected to be an expense of approximately $50 million.
  • Non-GAAP other income and expense are expected to be an expense of approximately $50 million.
  • GAAP tax rates are expected to be 10 percent, plus or minus 1 percent, excluding any discrete items.
  • Non-GAAP tax rates are expected to be 10 percent, plus or minus 1 percent, excluding any discrete items.
  • GAAP discrete items include excess tax benefits or deficiencies related to stock-based compensation, which are expected to generate variability on a quarter-by-quarter basis.