엔비디아 2020년 4월말 분기 실적 발표(2021년1분기)

2020,05.21

엔비디아 5월21일 종가 351.01달러, 시가총액은 2159억달러.

BMO의 애널리스트 Srivastava는 엔비디아의 목표 주가를 기존 285달러에서 425달러로 50% 상향.

 

엔비디아는 5월21일 장 마감후 시장 예상치보다 다소 좋은 1분기 실적 발표하고

2분기 예상 실적도 시장 예상치를 상회.

 

Highlights

Since its previous earnings report, NVIDIA has achieved progress in these areas:

 

Gaming 게이밍 부문.

•First-quarter revenue was $1.34 billion, down 10 percent sequentially and up 27 percent from a year earlier.

1분기 게이밍부문 매출은 13.4억달러로 전분기대비 10%증가, 전년 동기대비 27%증가.

 

•Launched Minecraft with RTX as an open beta on Windows 10, bringing real-time ray tracing, more realistic materials and DLSS 2.0 to the world’s best-selling videogame.

•Announced the release of more than 100 new laptop models powered by NVIDIA GeForce® GPUs, bringing the RTX 2080 SUPER™ and RTX 2070 SUPER high-end GPUs to laptops for the first time, and enabling RTX 2060 laptop price points as low as $999 for a mass market audience.

•Expanded the RTX Studio lineup with 10 new laptops from Acer, Gigabyte, MSI and Razer, powered by new GeForce RTX SUPER GPUs.

 

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•Released DLSS 2.0, the second generation of its deep learning neural network, which allows gamers on RTX GPUs to boost frame rates as much as two times and increase image resolution for supported games.

•Expanded NVIDIA GeForce NOW™, which provides access to 650 games, with 1,500 more waiting to get on board, and has added 2 million users since going live in February.

 

Data Center 데이터센터 부문.

•First-quarter revenue was $1.14 billion, up 18 percent sequentially and up 80 percent from a year earlier.

 데이터센터 부문 1분기 매출은  11.4억 달러로 전분기대비 18%증가했고 전년 동기대비로는 80% 증가했다.

 

•Introduced the NVIDIA A100™ data center GPU, the first based on the new NVIDIA Ampere architecture, now in full production and shipping worldwide.

•Launched the NVIDIA DGX A100™ – a 5-petaflops AI system that delivers elastic, software-defined data center infrastructure for the most demanding workloads – with the first system being used by Argonne National Laboratory on COVID-19 research.

•Introduced two products for the NVIDIA EGX™ Edge AI platform — the EGX A100 for larger commercial off-the-shelf servers – combining the latest A100 GPU and Mellanox SmartNIC technology — and the EGX Jetson Xavier NX for micro-edge servers.

•Released NVIDIA Jarvis™, an application framework enabling companies to offer real-time language-based AI services customized for their own industry, products and customers.

•Collaborated with the open-source community to bring end-to-end GPU acceleration to Apache Spark 3.0, the world’s largest data analytics platform used by more than 500,000 data scientists.

•Announced NVIDIA Merlin™, an application framework that democratizes AI-based deep recommender systems.

•Launched the Mellanox ConnectX-6® Lx Smar tNIC – a highly secure, efficient 25/50 gigabit per second Ethernet smart network interface controller.

Professional Visualization

•First-quarter revenue was $307 million, down 7 percent sequentially and up 15 percent from a year earlier.

•Powered Autodesk’s latest 3D visualization software, VRED 2021, with NVIDIA Quadro RTX — giving designers the ability to create with interactive ray tracing and AI-powered denoising.

•Accelerated Altair’s AccuSolve and TheaRender engineering software with NVIDIA CUDA to speed the creation of high-quality simulations.

•Brought Quadro professional graphics to HP’s ZBook Create and ZBook Studio mobile workstation lineup, offering outstanding performance, mobility and reliability to creatives.

Automotive

•First-quarter revenue was $155 million, down 5 percent sequentially and down 7 percent from a year earlier.

•Announced that the Xpeng P7 all-electric sports sedan, with production deliveries beginning next month, uses the NVIDIA DRIVE AGX platform and DRIVE OS software to deliver level 3 automated driving.

 

 

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COVID-19 Efforts

•NVIDIA and its employees have committed to donate more than $10 million to those affected during this period.

•Accelerated promotions and raises for employees by several months.

•Released AI models in collaboration with the National Institutes of Health to help researchers detect COVID-19 in lung scans.

•Joined the White House’s COVID-19 High Performance Computing Consortium, alongside leaders from the U.S. government, industry and academia, to accelerate COVID-related research.

•Provided a free 90-day license to NVIDIA Parabricks™, a genomics software stack that uses GPUs to accelerate the analysis of gene-sequencing data, to researchers working on COVID-related topics.

 

 

Q1 Fiscal 2021 Summary

GAAP
($ in millions, except earnings per share)			Q1 FY21			Q4 FY20			Q1 FY20			Q/Q			Y/Y
매출			$3,080			$3,105			$2,220			Down 1%			Up 39%
매출총이익			65.1		%	64.9		%	58.4		%	Up 20 bps			Up 670 bps
영업비용			$1,028			$1,025			$938			--			Up 10%
영업이익			$976			$990			$358			Down 1%			Up 173%
순이익			$917			$950			$394			Down 3%			Up 133%
주당 순이익			$1.47			$1.53			$0.64			Down 4%			Up 130%