Earnings out
$NVDA (NVIDIA Corporation) (NVIDIA Corporation) | Nvidia Q2'25 Earnings Highlights:
🔹 Revenue: $30.0B (Est. $28.9B) 🟢; UP +122% YoY
🔹 GAAP EPS: $0.67 (Est. $0.65) 🟢; UP +168% YoY
🔹 Non-GAAP Gross Margin: 75.7% (Est. 75.5%) 🟡
🔸 Announced $50B buyback
Q3'25 Guidance:
🔹 Revenue: $32.5B ± 2% (Est. $31.7B) 🟢
🔹 GAAP Gross Margin: Expected 74.4% ± 50 bps
🔹 Non-GAAP Gross Margin: Expected 75.0% ± 50 bps (Est. 75%) 🟡
🔹 GAAP and Non-GAAP Operating Expenses: Approx. $4.3B and $3.0B, respectively
🔹 GAAP and Non-GAAP Tax Rates: Expected 17% ± 1%
Q2 Revenue by Segment:
🔸 Data Center: $26.3B (Est. $25.1B) 🟢; UP +154% YoY
🔸 Gaming: $2.9B (Est. $2.6B) 🟢; UP +16% YoY
🔸 Professional Visualization: $454M (Est. $500M) 🔴; UP +20% YoY
🔸 Automotive: $346M (Est. $400M) 🔴; UP +37% YoY
🔸 OEM & Other: Revenue not explicitly mentioned for this quarter
Key Metrics:
🔹 Operating Income: $18.64B; UP +174% YoY
🔹 Net Income: $16.60B; UP +168% YoY
🔹 Operating Expenses (GAAP): $3.93B; UP +48% YoY
🔹 Operating Expenses (Non-GAAP): $2.79B; UP +52% YoY
Business Updates:
🔸 Nvidia completed a 10-for-1 forward stock split on June 7, 2024, enhancing stock accessibility.
🔸 Announced an additional $50B in share repurchase authorization with no expiration.
🔸 The quarterly cash dividend of $0.01 per share will be paid on October 3, 2024.
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$CRM (Salesforce Inc) (Salesforce Inc) | Salesforce Q2 Earnings Highlights:
🔹 Adj EPS: $2.56 (Est. $2.35) 🟢; Up +20.8% YoY
🔹 Revenue: $9.33B (Est. $9.23B) 🟢; Up +8.4% YoY
🔹 Subscription & Support Revenue: $8.76B (Est. $8.7B) 🟢; Up +9.5% YoY
🔸 Sees Q3 Revenue: $9.31B-$9.36B (Est. $9.40B); Up 7% YoY
FY25 Guidance:
🔹 Full Year FY25 Revenue: $37.7B-$38.0B, Up 8%-9% YoY
🔹 Adjusted EPS: $10.03-$10.11
🔹 Non-GAAP Operating Margin: 32.8%
🔹 Operating Cash Flow Growth: 23%-25% YoY
Operational Highlights:
🔹 Non-GAAP Operating Margin: 33.7%, Up 210 basis points YoY
🔹 Current Remaining Performance Obligation: $26.5B, Up +10% YoY
🔹 Operating Cash Flow: $0.89B, Up +10% YoY
🔹 Free Cash Flow: $0.76B, Up +20% YoY
🔹 Capital Return: $4.3B in share repurchases and $0.4B in dividend payments
CEO Commentary:
🔸 Marc Benioff, CEO: "Salesforce delivered strong Q2 results across revenue, cash flow, and margins. Our focus on disciplined, profitable growth has led to record operating margins, and we are well-positioned to drive future success with our Agentforce AI platform and strategic investments in AI."
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$CRWD (Crowdstrike Holdings) (Crowdstrike Holdings) | CrowdStrike Holdings Q2 FY25 Earnings Highlights:
🔹 Adj EPS: $1.04 (Est. $0.97) 🟢
🔹 Revenue: $963.9M (Est. $958.2M) 🟢; UP +32% YoY
🔹 Annual Recurring Revenue (ARR): $3.86B; UP +32% YoY
🔹 Free Cash Flow: $272.2M; UP +44% YoY
Q3 Guidance:
🔹 Revenue: $979.2M to $984.7M (Est. $1.01B) 🔴
🔹 Non-GAAP EPS: $0.80 to $0.81
FY25 Guidance:
🔹 Revenue: $3.89B to $3.90B (Est. $3.95B) 🔴
🔹 Non-GAAP EPS: $3.61 to $3.65
CEO Commentary:
🔸 "Focused on innovation and streamlining cybersecurity with CrowdStrike Falcon, driving better security outcomes."
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$AFRM (Affirm) (Affirm) | Affirm Holdings Q4 Earnings Highlights:
🔹 EPS: ($0.14) (Est. ($0.51)) 🟢
🔹 Revenue: $659.2M (Est. $603.67M) 🟢; UP +48% YoY
🔹 Gross Merchandise Volume (GMV): $7.2B (Est. $7.18B) 🟢; UP +31% YoY
Q1 Guidance:
🔹 Revenue: $640M to $670M (Est. $624.6M) 🟢
🔹 GMV: $7.1B to $7.4B (Est. $7.18B) 🟢
🔹 Adjusted Operating Margin: 14% to 16%
FY25 Outlook:
🔹 GMV: More than $33.5B
🔹 Revenue: At least 10 basis points higher than FY'24 as % of GMV
🔹 Adjusted Operating Margin: More than 18.4%
🔹 Expects GAAP profitability in Q4 FY'25
Other Key Q4 Metrics:
🔹 Net Loss: $45.1M (improved from $206.0M loss YoY)
🔹 Adjusted Operating Income: $149.8M; UP +$135.1M YoY
🔹 Active Consumers: 18.6M; UP +19% YoY
🔹 Revenue Less Transaction Costs: $309.4M; UP +70% YoY
🔹 Total Transactions: 24.7M; UP +42% YoY
🔹 Active Merchants: 303,000; UP +19% YoY
CEO Max Levchin's Commentary:
🔸 "We delivered excellent results in both the fourth fiscal quarter and the full 2024 fiscal year. We intend to be profitable on a GAAP basis in our fourth fiscal quarter and maintain GAAP profitability thereafter."
Business Highlights:
🔸 Affirm Card GMV: $507M; UP from $374M in Q3 2024 and $129M in Q4 2023
🔸 Active cardholder count grew approximately 30% QoQ
🔸 Expanded card eligibility and launched new products for consumers and merchants
🔸 Completed preparations for UK launch before the end of the calendar year
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