It operates through the following segments: Graphics Processing Unit (GPU), Tegra Processor, and All Other. Gaming growth was fully organic.NVIDIA Corp engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. The huge Data Center growth was due to both organic growth and Mellanox, with each benefiting from strong hyperscaler demand. I'll be around to cover.Ĥ:45 PM ET: Nvidia's FQ1 sales by segment and market platform. GAAP opex was up 1% Q/Q and 63% Y/Y to $1.67B.įor the July quarter, Nvidia is guiding for non-GAAP opex of $1.26B and GAAP opex of $1.76B.Ĥ:46 PM ET: As a reminder, Nvidia's call is due to start at 5PM ET. Notably, inventory purchase obligations rose by $920M Q/Q to $3.46B, something Nvidia attributes to longer lead times for Data Center products and with other component suppliers.Ĥ:48 PM ET: Nvidia's non-GAAP operating expenses were roughly flat Q/Q and (thanks in part to Mellanox) up 45% Y/Y to $1.19B. Nonetheless, thanks to the demand environment, days of inventory fell by 8 Q/Q to 89. Here's the webcast link.Ĥ:54 PM ET: Nvidia ended the April quarter with $12.67B in cash and $7B in debt.Ĥ:52 PM ET: Inventory rose by $160M Q/Q to $1.99B. Typically, Kress shares opening remarks, after which Kress and Huang both field questions from analysts.Ĥ:57 PM ET: Nvidia's call will be starting in a few minutes. As usual, CEO Jensen Huang and CFO Colette Kress will be on the call. Adds that Nvidia expects gaming GPUs to remain supply-constrained into the second half of the year.ĥ:02 PM ET: IR chief Simona Jankowski is going over Nvidia's safe-harbor statement.

Notes Y/Y Gaming growth has accelerated for 3 quarters in a row, and that desktop and laptop GPU sales both set records. She starts by going over Nvidia's FQ1 gaming performance. Says more than 140 RTX 30-powered laptops have been designed.ĥ:04 PM ET: Kress is talking. Our FQ2 outlook assumes CMP (mining GPU) revenue of $400M.ĥ:07 PM ET: Kress: Nvidia's Reflex technology (reduces game latency) is becoming a must-have feature for eSports gamers.ĥ:05 PM ET: Kress goes over recent notebook GPU design wins. 5:08 PM ET: Kress: We've taken actions to reduce sales of gaming GPU sales to miners and increase their availability to gamers.

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