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May 01, 2022

NVIDIA Q1 2023 Earnings Report

Reported record revenue for the first quarter, driven by Data Center and Gaming.

Key Takeaways

NVIDIA reported record revenue of $8.29 billion for the first quarter of fiscal year 2023, up 46% year-over-year, with record revenue in Data Center and Gaming. GAAP earnings per diluted share were $0.64, while non-GAAP earnings per diluted share were $1.36.

Record quarterly revenue of $8.29 billion, up 46% from a year ago.

Data Center and Gaming achieved record quarterly revenue.

GAAP earnings per diluted share were $0.64, down 16% from a year ago.

Non-GAAP earnings per diluted share were $1.36, up 49% from a year ago.

Total Revenue
$8.29B
Previous year: $5.66B
+46.5%
EPS
$0.136
Previous year: $0.092
+47.8%
GAAP Gross Margin
65.5%
Previous year: 64.1%
+2.2%
Non-GAAP Gross Margin
67.1%
Previous year: 66.2%
+1.4%
Gross Profit
$5.43B
Previous year: $3.63B
+49.7%
Cash and Equivalents
$3.89B
Previous year: $978M
+297.4%
Total Assets
$45.2B
Previous year: $30.8B
+46.8%

NVIDIA

NVIDIA

Forward Guidance

NVIDIA’s outlook for the second quarter of fiscal 2023 is as follows: Revenue is expected to be $8.10 billion, plus or minus 2%. This includes an estimated reduction of approximately $500 million relating to Russia and the COVID lockdowns in China. GAAP and non-GAAP gross margins are expected to be 65.1% and 67.1%, respectively, plus or minus 50 basis points. GAAP and non-GAAP operating expenses are expected to be approximately $2.46 billion and $1.75 billion, respectively. GAAP and non-GAAP other income and expense are expected to be an expense of approximately $40 million, excluding gains and losses from non-affiliated investments. GAAP and non-GAAP tax rates are expected to be 12.5%, plus or minus 1%, excluding any discrete items.

Challenges Ahead

  • Revenue is expected to be $8.10 billion, plus or minus 2%.
  • Includes an estimated reduction of approximately $500 million relating to Russia and the COVID lockdowns in China.
  • GAAP gross margins are expected to be 65.1%, plus or minus 50 basis points.
  • Non-GAAP gross margins are expected to be 67.1%, plus or minus 50 basis points.
  • GAAP and non-GAAP operating expenses are expected to be approximately $2.46 billion and $1.75 billion, respectively.