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Oct 29, 2023

NVIDIA Q3 2024 Earnings Report

Reported record revenue, driven by Data Center growth and the broad industry transition to accelerated computing and generative AI.

Key Takeaways

NVIDIA reported record revenue of $18.12 billion for Q3 Fiscal 2024, a 206% increase year-over-year and a 34% increase from the previous quarter. The growth was driven by record Data Center revenue, reflecting the industry's shift to accelerated computing and generative AI.

Revenue reached a record $18.12 billion, up 206% from a year ago and 34% from the previous quarter.

Data Center revenue also hit a record, reaching $14.51 billion, up 279% from a year ago and 41% from the previous quarter.

GAAP earnings per diluted share were $3.71, a 12x increase from a year ago and 50% from the previous quarter.

Non-GAAP earnings per diluted share were $4.02, nearly 6x higher than a year ago and 49% higher than the previous quarter.

Total Revenue
$18.1B
Previous year: $5.93B
+205.5%
EPS
$0.402
Previous year: $0.058
+593.1%
Non-GAAP Gross Margin
75%
Gross Profit
$13.4B
Previous year: $3.18B
+321.8%
Cash and Equivalents
$5.52B
Previous year: $2.8B
+97.1%
Free Cash Flow
$7.05B
Total Assets
$54.1B
Previous year: $40.5B
+33.7%

NVIDIA

NVIDIA

Forward Guidance

NVIDIA's outlook for the fourth quarter of fiscal 2024 includes revenue of $20.00 billion, plus or minus 2%, and GAAP and non-GAAP gross margins are expected to be 74.5% and 75.5%, respectively, plus or minus 50 basis points.

Positive Outlook

  • Revenue is expected to be $20.00 billion, plus or minus 2%.
  • GAAP gross margin is expected to be 74.5%, plus or minus 50 basis points.
  • Non-GAAP gross margins are expected to be 75.5%, plus or minus 50 basis points.
  • GAAP other income and expense are expected to be an income of approximately $200 million.
  • Non-GAAP other income and expense are expected to be an income of approximately $200 million.

Challenges Ahead

  • GAAP operating expenses are expected to be approximately $3.17 billion.
  • Non-GAAP operating expenses are expected to be approximately $2.20 billion.
  • GAAP tax rates are expected to be 15.0%, plus or minus 1%, excluding any discrete items.
  • Non-GAAP tax rates are expected to be 15.0%, plus or minus 1%, excluding any discrete items.
  • Outlook is subject to various risks and uncertainties.