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Jul 30, 2023

NVIDIA Q2 2024 Earnings Report

Reported record revenue, driven by Data Center growth and strong performance in Gaming and Professional Visualization.

Key Takeaways

NVIDIA reported record revenue of $13.51 billion for Q2 Fiscal 2024, a 101% increase year-over-year, driven by record Data Center revenue. GAAP earnings per diluted share were $2.48, up 854% year-over-year, and non-GAAP earnings per diluted share were $2.70, up 429% year-over-year.

Record revenue of $13.51 billion, up 101% year-over-year.

Record Data Center revenue of $10.32 billion, up 171% year-over-year.

GAAP earnings per diluted share of $2.48, up 854% year-over-year.

Non-GAAP earnings per diluted share of $2.70, up 429% year-over-year.

Total Revenue
$13.5B
Previous year: $6.7B
+101.6%
EPS
$0.27
Previous year: $0.051
+429.4%
Non-GAAP Gross Margin
71.2%
Gross Profit
$9.46B
Previous year: $2.92B
+224.6%
Cash and Equivalents
$5.78B
Previous year: $3.01B
+91.9%
Total Assets
$49.6B
Previous year: $43.5B
+14.0%

NVIDIA

NVIDIA

Forward Guidance

NVIDIA's outlook for the third quarter of fiscal 2024 includes revenue of $16.00 billion, plus or minus 2%. GAAP and non-GAAP gross margins are expected to be 71.5% and 72.5%, respectively, plus or minus 50 basis points. GAAP and non-GAAP operating expenses are expected to be approximately $2.95 billion and $2.00 billion, respectively.

Positive Outlook

  • Revenue is expected to be $16.00 billion, plus or minus 2%.
  • GAAP gross margin is expected to be 71.5%, plus or minus 50 basis points.
  • Non-GAAP gross margin is expected to be 72.5%, plus or minus 50 basis points.
  • GAAP other income and expense are expected to be an income of approximately $100 million.
  • Non-GAAP other income and expense are expected to be an income of approximately $100 million.

Challenges Ahead

  • GAAP operating expenses are expected to be approximately $2.95 billion.
  • Non-GAAP operating expenses are expected to be approximately $2.00 billion.
  • GAAP tax rates are expected to be 14.5%, plus or minus 1%, excluding any discrete items.
  • Non-GAAP tax rates are expected to be 14.5%, plus or minus 1%, excluding any discrete items.