Edited Transcript of NVDA earnings conference call or presentation 9-Nov-17 10:00pm GMT:
https://finance.yahoo.com/news/edite...054046030.html
Quote:
Colette M. Kress, NVIDIA Corporation - Executive VP & CFO [3]
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Thanks, Simona. We had an excellent quarter with record revenue in each of our 4 market platforms. And every measure of profit hit record levels, reflecting the leverage of our model. Data center revenue of $501 million more than doubled from a year ago and the strong adoption of our Volta platform and early traction with our inferencing portfolio.
Q3 revenue reached $2.64 billion, up 32% from a year earlier, up 18% sequentially and well above our outlook of $2.35 billion. From a reporting segment perspective, GPU revenue grew 31% from last year to $2.22 billion. Tegra processor revenue rose 74% to $419 million.
Let's start with our gaming business. Gaming revenue was $1.56 billion, up 25% year-on-year and up 32% sequentially. We saw robust demand across all regions and form factors. Our Pascal-based GPUs remained the platform of choice for gamers as evidenced by our strong demand for GeForce GTX 10-Series products. We introduced the GeForce GTX 1070 Ti, which became available last week. It complements our strong holiday lineup ranging from the entry-level GTX 1050 to our flagship GTX 1080 Ti.
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Doing some math based on the transcript of Nvidia's most recent quarterly earnings conference call after close of market Nov 9, 2017:
For the quarter:
GPU revenue: $2.22 billion
GPU stands for Graphics Processing Unit (which is what we are talking about in this thread.)
Gaming revenue: $1.56 billion or approx 70.27% (calculated as 1.56/2.22 = 0.7027)
Data center revenue: $501 million or approx 22.57% (calculated as 0.501/2.22 = 0.22568)
Those two areas accounted for roughly 92.84% of Nvidia's GPU sales for the quarter.
That leaves approx 7.16% to be split among Nvidia's other/remaining market segments.
My understanding is that the two largest of these other/remaining market segments are GPU's sold to cryptocurrency miners followed by GPU's sold to the self driving car space.
All of that said, here's a link to an article that came out on Nov 10, 2017 (the day after Nvidia's most recent earnings call.)
Cryptocurrency Mining Sales Cool in Q3, Says Nvidia:
https://www.coindesk.com/cryptocurre...3-says-nvidia/
Quote:
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The company released its third-quarter results on Nov. 9. Among the notable data points, per Bloomberg: revenue for cryptocurrency mining-related products came in at $70 million, a decline from $150 million during the second quarter.
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and:
Quote:
Huang added:
"For some time, we’re going to see that crypto will be a small, but not zero, part of our business."
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If sales for cryptocurrency mining-related products for the quarter came in at $70 million --
And if total GPU sales for the quarter came in at $2.22 billion --
That means, for the quarter ended Sept 30, 2017, sales for cryptocurrency mining-related products were just 3.15% of total GPU sales.
-jp
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