Nvidia(US:NVDA) ZACKSยท2025-06-02 14:20Core Insights - Nvidia's international operations are crucial for understanding its financial strength and growth potential, especially given its significant global presence in graphics chips for gaming and AI [1][2] Group 1: Financial Performance - Nvidia's total revenue for the quarter ending April 2025 was $44.06 billion, reflecting a substantial increase of 69.2% [4] - Revenue from China (including Hong Kong) was $5.52 billion, accounting for 12.53% of total revenue, which was a surprise decrease of -16.24% compared to analyst expectations of $6.59 billion [5] - Taiwan contributed $7.16 billion, or 16.25% of total revenue, exceeding expectations by +7.18% as analysts had forecasted $6.68 billion [6] Group 2: Future Projections - Analysts predict Nvidia's total revenue for the current fiscal quarter to be $46.04 billion, indicating a 53.3% increase from the prior-year quarter, with expected contributions from China and Taiwan at $6.55 billion (14.2%) and $7.21 billion (15.7%) respectively [7] - For the full year, Nvidia is expected to generate $197.36 billion in total revenue, up 51.2% from the previous year, with revenues from China and Taiwan projected to be $27.49 billion (13.9%) and $29.63 billion (15%) respectively [8] Group 3: Market Dynamics - Nvidia's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of its international revenue trends to better project future performance [9] - The complexities of global interdependence and geopolitical issues are critical factors that analysts consider when adjusting earnings forecasts for companies with international operations [10]