NASDAQ$NVDA

NVIDIA Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported record revenue driven by growth in Gaming and Data Center platforms.

NVIDIA reported record revenue of $6.51 billion for the second quarter, a 68% increase year-over-year, driven by record revenue from the Gaming, Data Center, and Professional Visualization platforms. GAAP earnings per diluted share were $0.94, up 276% year-over-year, and non-GAAP earnings per diluted share were $1.04, up 89% year-over-year.

  • Record revenue of $6.51 billion, up 68 percent from a year earlier.
  • Record Gaming revenue of $3.06 billion, up 85 percent from a year earlier.
  • Record Data Center revenue of $2.37 billion, up 35 percent from a year earlier.
  • GAAP earnings per diluted share of $0.94, up 276 percent from a year ago.

Headline financials

Total Revenue

$6.51B

Previous: $3.87B+68.3%
EPS (adj)

$0.10

Previous: $0.06+89.1%
Non-GAAP Gross Margin

66.7%

Previous: 66.0%+1.1%
GAAP Gross Margin

64.8%

Previous: 58.8%+10.2%
Free Cash Flow

$2.37B

Previous: $250M+849.6%
Net Income

$2.37B

Previous: $622M+281.7%
Operating Income

$2.44B

Previous: $651M+275.4%
Gross Profit

$4.22B

Previous: $2.28B+85.3%
Cash & Equivalents

$5.63B

Previous: $3.27B+71.9%
Total Assets

$38.7B

Previous: $25.2B+53.5%
Stock-Based Comp

$465M

Previous: $374M+24.3%

Revenue & EPS history

NVIDIA · Revenue · Quarterly

$6.51B

Q2 2022+68.3%vs Q2 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

NVIDIA · $6.1B total across 4 segments · Q2 2022

  • Graphics
    $3.06B+85.5%
  • Data Center
    $2.37B+35.4%
  • Professional Visualization
    $519M+155.7%
  • Automotive
    $152M+36.9%

Forward guidance

NVIDIA’s outlook for the third quarter of fiscal 2022 is as follows: Revenue is expected to be $6.80 billion, plus or minus 2 percent. GAAP and non-GAAP gross margins are expected to be 65.2 percent and 67.0 percent, respectively, plus or minus 50 basis points.

Tailwinds

  • Revenue is expected to be $6.80 billion, plus or minus 2 percent.
  • GAAP gross margins are expected to be 65.2 percent, plus or minus 50 basis points.
  • Non-GAAP gross margins are expected to be 67.0 percent, plus or minus 50 basis points.

Headwinds

  • GAAP operating expenses are expected to be approximately $1.96 billion.
  • Non-GAAP operating expenses are expected to be approximately $1.37 billion.
  • GAAP and non-GAAP other income and expense are both expected to be an expense of approximately $60 million, excluding gains and losses on equity securities.
  • GAAP and non-GAAP tax rates are both expected to be 11 percent, plus or minus 1 percent, excluding any discrete items such as excess tax benefits or deficiencies related to stock-based compensation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+1.9%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+4.0%

Avg return

30 days after

55%

39 / 71 earnings

Positive

+25.7%

Q3 2017

Best reaction

-16.6%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-1.0%
Q4 2026-1.7%-7.9%-14.3%
Q3 2026-7.6%-4.7%-3.0%
Q2 2026+1.7%-6.0%-1.9%
Q1 2026+3.0%+4.8%+17.0%
Q4 2025-8.5%-11.6%-16.5%
Q3 2025-0.2%-7.5%-8.4%
Q2 2025-8.3%-7.0%-5.4%
Q1 2025-0.5%+11.6%+32.7%
Q4 2024+13.1%+13.9%+35.8%
Q3 2024-3.4%-5.2%-2.8%
Q2 2024+3.3%+2.6%-8.9%
Q1 2024+23.8%+26.9%+37.5%
Q4 2023+14.5%+13.8%+29.6%
Q3 2023-5.9%-8.1%-0.6%
Q2 2023+4.2%-8.0%-27.2%
Q1 2023+10.5%+16.4%+6.0%
Q4 2022-7.5%-10.8%-0.2%
Q3 2022+4.9%+5.8%-8.0%
Q2 2022+1.7%+12.8%+12.6%
Q1 2022-1.0%+3.8%+21.6%
Q4 2021-5.9%-2.1%-9.2%
Q3 2021+0.1%-2.1%-1.1%
Q2 2021-1.0%+3.7%-0.6%
Q1 2021+0.7%-2.8%+3.2%
Q4 2020+6.3%+8.8%-11.6%
Q3 2020-2.1%-0.3%+7.4%
Q2 2020+6.4%+11.9%+21.2%
Q1 2020-2.0%-2.8%-9.4%
Q4 2019+2.9%+2.5%+11.1%
Q3 2019-16.6%-24.4%-25.7%
Q2 2019-5.6%-2.2%+6.7%
Q1 2019-0.5%-4.0%+2.5%
Q4 2018+1.4%+1.7%+7.2%
Q3 2018+3.3%+2.4%-8.4%
Q2 2018-9.3%-3.0%-4.9%
Q1 2018+17.9%+24.4%+55.6%
Q4 2017-4.4%-8.3%-16.4%
Q3 2017+25.7%+23.2%+31.2%
Q2 2017+8.2%+7.0%+1.7%
Q1 2017+13.1%
Q4 2016+11.3%
Q3 2016+12.6%
Q2 2016+11.7%
Q1 2016-5.8%
Q4 2015+6.4%
Q3 2015-1.7%
Q2 2015+7.7%
Q1 2015-1.9%
Q4 2014+6.8%
Q3 2014+4.4%
Q2 2014-0.8%
Q1 2014+4.6%
Q4 2013+2.4%
Q3 2013-3.3%
Q2 2013+2.7%
Q1 2013+5.7%
Q4 2012+1.3%
Q3 2012+4.6%
Q2 2012+4.4%
Q1 2012-8.1%
Q4 2011+1.1%
Q3 2011+4.1%
Q2 2011-7.9%
Q1 2010-0.8%
Q1 2011-1.1%
Q4 2008-4.7%
Q3 2009-4.6%
Q3 2010-4.6%
Q2 2010+5.7%
Q2 2009+5.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro