英伟达Q3财报全面超预期 盘后股价涨近5%

Core Viewpoint - Nvidia reported better-than-expected Q3 earnings, alleviating concerns about an "AI bubble" and indicating strong demand for its AI chips [2][3]. Financial Performance - Q3 revenue reached $57.006 billion, a 62% increase year-over-year and a 22% increase quarter-over-quarter, surpassing analyst expectations of $54.92 billion [3]. - Net income for Q3 was $31.91 billion, up 65% from $19.31 billion year-over-year and up 21% from $26.42 billion quarter-over-quarter [4][6]. - Diluted earnings per share were $1.30, a 67% increase from $0.78 year-over-year and a 20% increase from $1.08 quarter-over-quarter [6]. Margin and Expenses - Q3 gross margin was 73.4%, down 1.2 percentage points year-over-year but up 1 percentage point quarter-over-quarter [5]. - Operating expenses for Q3 were $5.839 billion, an 8% increase quarter-over-quarter and a 36% increase year-over-year [4]. Business Segments - Data center revenue for Q3 was $51.2 billion, exceeding analyst predictions and growing 66% year-over-year [6]. - Gaming and AI PC revenue was $4.3 billion, a 30% increase year-over-year but a 1% decrease quarter-over-quarter [6]. - Professional visualization revenue was $760 million, up 56% year-over-year and 26% quarter-over-quarter [6]. - Automotive and robotics revenue was $592 million, a 32% increase year-over-year and a 1% increase quarter-over-quarter [6]. Future Outlook - Nvidia expects Q4 revenue to be approximately $65 billion, exceeding analyst expectations of $61.66 billion, with a projected gross margin of 74.8% [6]. - The company has repurchased $12.5 billion worth of stock and paid $243 million in dividends during Q3 [6]. Market Demand - Nvidia's CFO stated that the demand for their products continues to exceed expectations, with the cloud GPU being sold out [7]. - CEO Jensen Huang mentioned that AI has reached a "critical point" and reaffirmed the company's commitment to achieving $500 billion in revenue [7].