NVIDIA Corporation NVDA

Q2 FY2025 投资简报
2024-08-28 · ASTRO RESEARCH

01 · 损益表

季度指标

指标 Q2 FY2025 Q1 FY2025 Q/Q Q2 FY2024 Y/Y
营收 Revenue $30,040M $26,044M +15% $13,507M +122%
毛利率 Gross Margin (GAAP) 75.1% 78.4% -3.3 ppt 70.1% +5.0 ppt
毛利率 Gross Margin (Non-GAAP) 75.7%
研发费用 R&D $3,090M $2,720M +14% $2,040M +51%
销售及管理 SG&A $842M $777M +8% $622M +35%
折旧摊销 D&A N/A $410M
股权激励 SBC $1,154M $1,011M +14% $842M +37%
营业利润 Operating Income (GAAP) $18,642M $16,909M +10% $6,800M +174%
利息费用 Interest Expense $61M $64M -5% $65M -6%
净利润 Net Income (GAAP) $16,599M $14,881M +12% $6,188M +168%
净利润 Net Income (Non-GAAP) $16,952M

补充指标

指标 Q2 FY2025 Q1 FY2025 Q/Q Q2 FY2024 Y/Y
每股收益 EPS (GAAP) $0.67 $5.98 -89% $0.25 +168%
每股收益 EPS (Non-GAAP) $0.68
稀释股数 Diluted Shares 24,848M 2,489M +898% 24,994M -1%
实际税率 Effective Tax Rate N/A 13.9% 11.4%

end_market

板块 收入 占比 QoQ YoY
Data Center $26,300M 87.5% +17%
Gaming $2,900M 9.7% +10%
Professional Visualization $454M 1.5% +6%
Automotive $346M 1.2% +5%

OEM & Other 未单独披露;残差 ~$40M vs 总收入 $30,040M

geography

本filing未披露

customer

本filing未披露

02 · 资产负债表

现金及等价物
Cash & Equivalents
$34,800M
总债务
Total Debt
$8,461M
股东权益
Shareholders' Equity
N/A

03 · 现金流量表

本季度数据

经营现金流
Operating Cash Flow
$14,489M
资本开支
CapEx
$1,006M
自由现金流
Free Cash Flow
$13,483M
股票回购
Share Buyback
N/A
债务偿还
Debt Repayments
N/A

04 · 动态指标

指标 Q2 FY2025 Q1 FY2025 变化
暂无动态指标配置

06 · 管理层观点

"Hopper 需求依然强劲,市场对 Blackwell 的期待令人难以置信。NVIDIA 实现了创纪录的收入,全球数据中心正全力以赴,用加速计算和生成式 AI 来升级整个计算堆栈。" — Jensen Huang, NVIDIA Corporation

07 · 其他补充数据

指引指标(未注册)

暂无数据

动态指标(未注册)

指标数值备注
share_repurchase_authorization $50.0B 董事会新批准500亿美元股票回购授权,无到期日
shareholder_returns_h1 $15.4B FY2025上半年通过回购和分红向股东返还154亿美元
cash_paid_for_taxes_q2 $7,208M Q2现金缴税72亿美元,反映高利润带来的税务现金流出