PC Ekspert Forum - View Single Post

The Exiled · 08.08.2022., 17:51

Eto, sad je i službeno, JayzTwoCents priča žešće bedastoće i nema pojma u kojem smjeru se tržište kreće, dok daje savjete za kupnju.

Citiraj:

nVidia's Gaming Revenue Plunges, Jensen Announces Price Cuts

Citiraj:

Nvidia has released preliminary financial results for the quarter which ended on July 31, 2022, its Q2 FY23 results. The purpose of Nvidia’s prelims (opens in new tab) seems to be to warn investors that it has had a significantly worse quarter than it had projected. In brief: Nvidia previously projected $8.10 billion in revenue for Q2 FY23 (guidance from May), but the company has now revised the figure to $6.70 billion. That’s about 21% off the target when taken as a whole. Of particular interest to our readers is the primary reason for this revenue miss – it reflects lower than expected gaming revenue, said Nvidia.

And the major revenue slip, but that isn’t all. In the background figures, we can see gross margin – the ‘profit’ Nvidia makes on sales before any deductions - has collapsed from 65.1% to 43.7%. Moreover, if we attribute most of the $1.4 billion shortfall to gaming, as it is implied to be, then that would indicate gaming sales slipped approximately 40%. The revenue by market segment chart from the prelims shines light on the rebalance of Nvidia’s books, in the wake of this gaming bombshell. Gaming has long been Nvidia’s mainstay, no matter how much it talks about automotive, AI, digital twins, data center, robots and so on. In the chart above, you can see that with revenue 44% down QoQ and down 33% YoY, Gaming is now very much in the shadow of Data Center.

Nvidia CEO Jensen Huang made a statement to accompany these prelims. “Our gaming product sell-through projections declined significantly as the quarter progressed,” said Huang. “As we expect the macroeconomic conditions affecting sell-through to continue, we took actions with our Gaming partners to adjust channel prices and inventory.” So it looks like Nvidia partners are really feeling some urgency to cut prices and clear stock of Ampere graphics cards ahead of the arrival of Lovelace-based 40-series cards, with their purported massive performance increases across the range.

Izvor: Tom's Hardware