TMTB: NVDA EBAY First takes
NVDA flat: Topline and guide v sightly light of buyside bogeys but better than street…Overall, looks fine
Q4 Revs $39.33B vs street at $38.25 and bogeys closer to $40B, but we all know Q4 issues so not as impt as Q1 or 2H commentary
NVDA forecasts Q1 rev. $43.0B plus or minus 2%, est. $42.3B at low end of bogeys $43-$43.5B…looks fine
Q1 GM guide 70.6%-71% vs bogeys closer to 71.5% and street at 72%…investors should give this a pass as BW continues to ramp…
Overall, looks ok so far, no fireworks.
Keep reading with a 7-day free trial
Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.