•
Jan 31, 2021

NVIDIA Q4 2021 Earnings Report

NVIDIA reported record revenue for Q4 2021, driven by strong growth in Gaming and Data Center platforms.

Key Takeaways

NVIDIA's Q4 2021 revenue reached a record $5.00 billion, a 61% increase year-over-year, with GAAP EPS at $2.31 and non-GAAP EPS at $3.10. The company experienced record revenue in both Gaming and Data Center segments.

NVIDIA's Q4 revenue was $5.00 billion, up 61% year-over-year.

GAAP earnings per diluted share were $2.31, up 51% year-over-year.

Non-GAAP earnings per diluted share were $3.10, up 64% year-over-year.

Gaming and Data Center platforms achieved record revenue.

Total Revenue
$5B
Previous year: $3.11B
+61.0%
EPS
$0.078
Previous year: $0.047
+66.0%
GAAP Gross Margin
63.1%
Previous year: 64.9%
-2.8%
Non-GAAP Gross Margin
65.5%
Previous year: 65.4%
+0.2%
Gross Profit
$3.16B
Previous year: $2.02B
+56.7%
Cash and Equivalents
$847M
Previous year: $10.9B
-92.2%
Total Assets
$28.8B
Previous year: $17.3B
+66.3%

NVIDIA

NVIDIA

Forward Guidance

NVIDIA’s outlook for the first quarter of fiscal 2022 is as follows: Revenue is expected to be $5.30 billion, plus or minus 2 percent. GAAP and non-GAAP gross margins are expected to be 63.8 percent and 66.0 percent, respectively, plus or minus 50 basis points. GAAP and non-GAAP operating expenses are expected to be approximately $1.67 billion and $1.20 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 $5.30 billion, plus or minus 2 percent.
  • GAAP gross margins are expected to be 63.8 percent, plus or minus 50 basis points.
  • Non-GAAP gross margins are expected to be 66.0 percent, plus or minus 50 basis points.

Challenges Ahead

  • GAAP operating expenses are expected to be approximately $1.67 billion.
  • Non-GAAP operating expenses are expected to be approximately $1.20 billion.
  • GAAP other income and expense are both expected to be an expense of approximately $50 million.
  • 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.