Will the market be satisfied if Nvidia delivers $108 billion in revenue?
$108 billion was the midpoint of Nvidia’s Q3 revenue guidance last time. The company is expected to release its earnings before dawn on November 18, Beijing time.
This time, I’ll first look at how much the data center business brought in, then see whether selling more chips can deliver equally impressive gross margins. Then I’ll turn to next quarter’s guidance to see how much the company expects to ship.
The most interesting scenario would be a strong report for the past three months, followed by cautious guidance from management for the next three. How the market moves that day may well come down to this.
If Q3 beats expectations but next quarter’s guidance is weak, would you put more faith in the results right in front of you, or care more about future growth?
#英伟达Q3财报将至：能否化解市场疑虑？ $NVDA
$108 billion was the midpoint of Nvidia’s Q3 revenue guidance last time. The company is expected to release its earnings before dawn on November 18, Beijing time.
This time, I’ll first look at how much the data center business brought in, then see whether selling more chips can deliver equally impressive gross margins. Then I’ll turn to next quarter’s guidance to see how much the company expects to ship.
The most interesting scenario would be a strong report for the past three months, followed by cautious guidance from management for the next three. How the market moves that day may well come down to this.
If Q3 beats expectations but next quarter’s guidance is weak, would you put more faith in the results right in front of you, or care more about future growth?
#英伟达Q3财报将至：能否化解市场疑虑？ $NVDA
