CES Financial Analyst Call Transcript - Thomson StreetEvents

CES Financial Analyst Call Transcript

CES Financial Analyst Call Transcript - Thomson StreetEvents
CES Financial Analyst Call Transcript
Published Jan 07, 2025
20 pages (12899 words) — Published Jan 07, 2025
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About This Report

  
Abstract:

Edited Transcript of NVDA.OQ corporate analyst meeting

  
Brief Excerpt:

...I guess they want to talk about a few things. Okay, I'm going to start with my great little opening statement. As a reminder, this presentation contains forward-looking statements. And investors are advised to read our reports filed with the SEC for information related to risk and uncertainties facing our business. Welcome, everybody. We're excited that you all came out and hope many of you got the opportunity to the keynote last time. It's been a while since Jensen's come out and done a keynote. I think it's more than four to five years. And it was just exceptional to have so many of you here. We're using this time for a Q&A. I have with me my team from IR. I've got Stuart and I have Andrew here that will help in terms of what your questions are that we can answer. So we'll raise hands, and we'll see if we can address the room here. We've got about an hour or so to go through. And we're not just going to start with any opening statements, we're just going to go immediately to Q&A. How...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
NVIDIA Corp
Ticker
NVDA.OQ
Time
8:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Stacy Rasgon - Bernstein Research - Analyst : We're good? Awesome, thanks. Thanks for doing this, guys. Stacy Rasgon, Bernstein Research. Maybe one question, one tiny follow up. But just on the first question, the near term guidance, I think, had revenues up a couple of billion dollars sequentially. It sounded like from your commentary on Blackwell though that the Blackwell sequential should be more than that. You talked about it being better than you thought before, which is better than more than several billion, whatever that means, but it sounds like it should be more. So I'm just curious what is going on with the rest of the business? Is there something around like near-term Hopper demand or crossover that we should be aware of? Is it just conservatism? Like, how should we be thinking about the different components? Especially as now, Blackwell, as you mentioned yesterday, I think, is now in full production and looks like it's ramping pretty strongly. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 07, 2025 / 8:30PM, NVDA.OQ - CES Financial Analyst Call

Question: Stacy Rasgon - Bernstein Research - Analyst : The question is if, Blackwell -- if total revenue guidance for the quarter -- and I apologize to dive right into it like this, but it's been something I've been wondering about. If total guidance is up a couple of billion and it sounds like Blackwell should be up more than that. Colette, maybe what's going on in the rest of the business?

Question: Stacy Rasgon - Bernstein Research - Analyst : I'm not asking. I'm asking you to describe your guidance for me. Does that make sense?

Question: Stacy Rasgon - Bernstein Research - Analyst : Could you describe it again? I didn't exactly get -- I didn't exactly get a good answer on that quarter. We're going to ship Blackwells and Hoppers this quarter. We're going to Blackwells and Hoppers this quarter.

Question: Stacy Rasgon - Bernstein Research - Analyst : I guess I'm also -- just within that interest in what's going on with Hopper, because you said you were supply constrained on Hopper as well. Is that constraining Hopper growth into the quarter? Or --? I'm just trying to figure out what those pieces are doing. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 07, 2025 / 8:30PM, NVDA.OQ - CES Financial Analyst Call

Question: Stacy Rasgon - Bernstein Research - Analyst : Okay. Just one more really quick, unrelated. Why are you using MediaTek for the SoC on the project digits? So why wouldn't you just be able to do that yourself?

Question: Stacy Rasgon - Bernstein Research - Analyst : Okay. Yeah.

Question: Stacy Rasgon - Bernstein Research - Analyst : Yeah.

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MLA:
Thomson StreetEvents. "CES Financial Analyst Call Transcript" Jan 07, 2025. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/CES-Financial-Analyst-Call-T16219053>
  
APA:
Thomson StreetEvents. (2025). CES Financial Analyst Call Transcript Jan 07, 2025. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/CES-Financial-Analyst-Call-T16219053>
  
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