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NVIDIA Corporation Message Board

  • j7777kxx j7777kxx Feb 14, 2013 9:10 AM Flag

    Business Reporting Change

    GPU - PSB and Geforce Units combined with Intel Royalty Stream moved to All Other.
    Comments: This is a wise move. Allows the true profitability of GPU's to be stated on the 10Q. Straight up comparison to AMD's graphics except AMD has their game console revenue in their Graphics division. Nvidia Grid Revenue will be reported here so probably a wash.

    4Q 2012 results
    AMD - $326M
    Nvidia - $833M

    Tegra Processor Business Units - Same as Consumer Products Division was
    Comments: Tegra, Basband and RF(Icera), Auto, Legacy game Console, Other (Embedded)

    It will befuddle the analysts for a while. It use to be so easy looking at GPUs by desktop and notebooks, workstations, and HPC. One could take the Mercury Research report and the Jon Peddie Workstation report and predict revenue almost exactly.

    Analysts did not like it when Nvidia declined to forecast yearly Tegra and baseband revenue. You know the drill from Intel. Analyst now completely at sea on this so rumors of design wins is all we have to go on. Plus Project Shield is lumped in. Much higher ASP than just an application processor....$299? vs. $25. If Project Shield is successful every one's trends and graphs will just be blown away. Wonder if they will take the Goggle and Amazon Approach and never reveal sales numbers of the Project Shield. I hope they just report the numbers like Apple but even Apple is changing and providing ranges...i.e. more obtuse.

    Stock buybacks look to continue at a very health rate. Notice they quoted a round figure $100M in buybacks last quarter. Probably just turning over an amount each quarter to a big WS trading desk and saying you handle it. Nothing brings favorable Wall Street ratings as doing business with them. Hope it's GS or JPM.

    Love the Dividend...Don't You?

    Sentiment: Buy

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18.11+0.03(+0.17%)Jul 24 4:00 PMEDT

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