Latest news with #Moore'sLaw
Yahoo
3 days ago
- Business
- Yahoo
Nvidia (NASDAQ:NVDA) Q1 Sales Beat Estimates But Quarterly Revenue Guidance Misses Expectations
Leading designer of graphics chips Nvidia (NASDAQ:NVDA) reported Q1 CY2025 results exceeding the market's revenue expectations , with sales up 69.2% year on year to $44.06 billion. On the other hand, next quarter's revenue guidance of $45 billion was less impressive, coming in 1.6% below analysts' estimates. Its non-GAAP profit of $0.81 per share was 8% above analysts' consensus estimates. Is now the time to buy Nvidia? Find out in our full research report. Revenue: $44.06 billion vs analyst estimates of $43.28 billion (69.2% year-on-year growth, 1.8% beat) Datacenter Revenue: $39.1 billion vs analyst estimates of $39.2 billion (73% year-on-year growth, slight miss) Adjusted EPS: $0.81 vs analyst estimates of $0.75 (8% beat) Adjusted Operating Income: $23.28 billion vs analyst estimates of $22.04 billion (52.8% margin, 5.6% beat) Revenue Guidance for Q2 CY2025 is $45 billion at the midpoint, below analyst estimates of $45.75 billion Operating Margin: 49.1%, down from 64.9% in the same quarter last year Free Cash Flow Margin: 59.3%, up from 57.5% in the same quarter last year Inventory Days Outstanding: 59, down from 115 in the previous quarter Market Capitalization: $3.30 trillion 'Our breakthrough Blackwell NVL72 AI supercomputer — a 'thinking machine' designed for reasoning— is now in full-scale production across system makers and cloud service providers,' said Jensen Huang, founder and CEO of NVIDIA. Founded in 1993 by Jensen Huang and two former Sun Microsystems engineers, Nvidia (NASDAQ:NVDA) is a leading fabless designer of chips used in gaming, PCs, data centers, automotive, and a variety of end markets. Examining a company's long-term performance can provide clues about its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Thankfully, Nvidia's 66% annualized revenue growth over the last five years was incredible. Its growth surpassed the average semiconductor company and shows its offerings resonate with customers, a great starting point for our analysis. Semiconductors are a cyclical industry, and long-term investors should be prepared for periods of high growth followed by periods of revenue contractions (which can sometimes offer opportune times to buy). Long-term growth is the most important, but short-term results matter for semiconductors because the rapid pace of technological innovation (Moore's Law) could make yesterday's hit product obsolete today. Nvidia's annualized revenue growth of 140% over the last two years is above its five-year trend, suggesting its demand was strong and recently accelerated. This quarter, Nvidia reported magnificent year-on-year revenue growth of 69.2%, and its $44.06 billion of revenue beat Wall Street's estimates by 1.8%. Despite the beat, this was its third consecutive quarter of decelerating growth, indicating that the current upcycle is potentially losing some steam. Company management is currently guiding for a 49.8% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 43% over the next 12 months, a deceleration versus the last two years. Still, this projection is eye-popping given its scale and indicates the market is baking in success for its products and services. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) stock benefiting from the rise of AI. Click here to access our free report one of our favorites growth stories. Days Inventory Outstanding (DIO) is an important metric for chipmakers, as it reflects a business' capital intensity and the cyclical nature of semiconductor supply and demand. In a tight supply environment, inventories tend to be stable, allowing chipmakers to exert pricing power. Steadily increasing DIO can be a warning sign that demand is weak, and if inventories continue to rise, the company may have to downsize production. This quarter, Nvidia's DIO came in at 59, which is 47 days below its five-year average. At the moment, these numbers show no indication of an excessive inventory buildup. We were impressed by Nvidia's strong improvement in inventory levels. We were also excited its revenue, operating income, and EPS outperformed Wall Street's estimates. It wasn't a perfect quarter, though. The company's Datacenter revenue missed by a slight amount, and its revenue guidance for next quarter missed. Overall, we think this was a decent quarter with some key metrics above expectations. The stock traded up 2.8% to $138.56 immediately after reporting. Nvidia had an encouraging quarter, but one earnings result doesn't necessarily make the stock a buy. Let's see if this is a good investment. What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here, it's free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Intel Corporation to Participate in Upcoming Investor Conference
SANTA CLARA, Calif., May 28, 2025--(BUSINESS WIRE)--Intel Corporation today announced that Michelle Johnston Holthaus, CEO of Intel Products, will participate in a fireside chat on Intel's business and product strategy at the BofA Global Technology Conference on June 3 at 2:40 p.m. PDT. A live webcast and replay can be accessed publicly on Intel's Investor Relations website at Intel's participation, speakers and schedule are subject to change. About Intel Intel (Nasdaq: INTC) is an industry leader, creating world-changing technology that enables global progress and enriches lives. Inspired by Moore's Law, we continuously work to advance the design and manufacturing of semiconductors to help address our customers' greatest challenges. By embedding intelligence in the cloud, network, edge and every kind of computing device, we unleash the potential of data to transform business and society for the better. To learn more about Intel's innovations, go to and © Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others. View source version on Contacts Sophie MetzgerMedia Sign in to access your portfolio
Business Wire
3 days ago
- Business
- Business Wire
Intel Corporation to Participate in Upcoming Investor Conference
SANTA CLARA, Calif.--(BUSINESS WIRE)--Intel Corporation today announced that Michelle Johnston Holthaus, CEO of Intel Products, will participate in a fireside chat on Intel's business and product strategy at the BofA Global Technology Conference on June 3 at 2:40 p.m. PDT. A live webcast and replay can be accessed publicly on Intel's Investor Relations website at Intel's participation, speakers and schedule are subject to change. About Intel Intel (Nasdaq: INTC) is an industry leader, creating world-changing technology that enables global progress and enriches lives. Inspired by Moore's Law, we continuously work to advance the design and manufacturing of semiconductors to help address our customers' greatest challenges. By embedding intelligence in the cloud, network, edge and every kind of computing device, we unleash the potential of data to transform business and society for the better. To learn more about Intel's innovations, go to and © Intel Corporation. Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others.
Tom's Guide
3 days ago
- Tom's Guide
Nvidia's rumored gaming laptop APU just spotted in new leak — what we know
The gigantic Computex convention just ended, but some things were missing from the overstuffed event, including Nvidia's first-ever consumer-grade laptop CPU. Nvidia showcased a lot at Computex 2025, including an RTX-powered AI avatar and several RTX 5060 laptops and desktops. MSI even showcased the MS-C931, which features the Nvidia GB10 ARM 'superchip', but that is meant for AI applications and not for everyday use. Unfortunately, we didn't see the rumored gaming laptop APU. Instead, our first look is coming from the YouTuber Moore's Law is Dead, who highlighted the APU in a recent video. In the video (around 40 minutes), Moore's Law shows an image of the new APU that is purportedly an engineering sample of the new silicon, attached to at least eight memory modules. The sample hints at an AMD Strix Halo-esque configuration with an onboard iGPU and a TDP of 80 to 120 watts. Likely, Nvidia's APU will be on an ARM device with a CPU allegedly developed by MediaTek. Get instant access to breaking news, the hottest reviews, great deals and helpful tips. This type of integrated build is likely to be the future of gaming laptops. We can see how well it works with the AMD APU in the Asus ROG Flow Z13. There, we see that dedicated graphics have been ditched in favor of an integrated powerhouse in the Ryzen AI Max 390. Beyond powerful graphics, having it all integrated and quick access to LPDDR means that laptops utilizing this silicon will be more battery efficient, something gaming laptops have lacked until now. Plus, it builds toward a stronger handheld gaming experience as more handheld gaming PCs are likely to feature this kind of architecture. For another hint, the Nintendo Switch 2, which launches next week on June 5, features a custom Nvidia Tegra chip that has already shown how DLSS can extract higher performance out of games. According to the Moore's Law source, the Nvidia APU is expected to launch either late this year or in early 2026, which aligns with previous rumors that suggested we would see this new APU in 2025.
Yahoo
3 days ago
- Business
- Yahoo
Photronics (NASDAQ:PLAB) Reports Q1 In Line With Expectations But Stock Drops
Semiconductor photomask manufacturer Photronics (NASDAQ:PLAB) met Wall Street's revenue expectations in Q1 CY2025, but sales fell by 2.8% year on year to $211 million. On the other hand, next quarter's revenue guidance of $204 million was less impressive, coming in 7.3% below analysts' estimates. Its non-GAAP profit of $0.40 per share was 16.7% below analysts' consensus estimates. Is now the time to buy Photronics? Find out in our full research report. Revenue: $211 million vs analyst estimates of $212 million (2.8% year-on-year decline, in line) Adjusted EPS: $0.40 vs analyst expectations of $0.48 (16.7% miss) Revenue Guidance for Q2 CY2025 is $204 million at the midpoint, below analyst estimates of $220 million Adjusted EPS guidance for Q2 CY2025 is $0.38 at the midpoint Operating Margin: 26.4%, in line with the same quarter last year Free Cash Flow was -$29.1 million, down from $56.49 million in the same quarter last year Inventory Days Outstanding: 42, up from 38 in the previous quarter Market Capitalization: $1.28 billion 'I would like to thank Frank for leading Photronics over the past three years as CEO,' said Mr. Macricostas. Sporting a global footprint of facilities, Photronics (NASDAQ:PLAB) is a manufacturer of photomasks, templates used to transfer patterns onto semiconductor wafers. Examining a company's long-term performance can provide clues about its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Over the last five years, Photronics grew its sales at a mediocre 7.5% compounded annual growth rate. This wasn't a great result compared to the rest of the semiconductor sector, but there are still things to like about Photronics. Semiconductors are a cyclical industry, and long-term investors should be prepared for periods of high growth followed by periods of revenue contractions. Long-term growth is the most important, but short-term results matter for semiconductors because the rapid pace of technological innovation (Moore's Law) could make yesterday's hit product obsolete today. Photronics's recent performance shows its demand has slowed as its revenue was flat over the last two years. This quarter, Photronics reported a rather uninspiring 2.8% year-on-year revenue decline to $211 million of revenue, in line with Wall Street's estimates. Despite meeting estimates, the drop in sales could mean that the current downcycle is deepening. Company management is currently guiding for a 3.3% year-on-year decline in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 5% over the next 12 months. While this projection implies its newer products and services will catalyze better top-line performance, it is still below the sector average. At least the company is tracking well in other measures of financial health. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. Days Inventory Outstanding (DIO) is an important metric for chipmakers, as it reflects a business' capital intensity and the cyclical nature of semiconductor supply and demand. In a tight supply environment, inventories tend to be stable, allowing chipmakers to exert pricing power. Steadily increasing DIO can be a warning sign that demand is weak, and if inventories continue to rise, the company may have to downsize production. This quarter, Photronics's DIO came in at 42, which is 4 days above its five-year average, suggesting that the company's inventory has grown to higher levels than we've seen in the past. We struggled to find many positives in these results. Its revenue guidance for next quarter missed and its EPS fell short of Wall Street's estimates. Overall, this was a softer quarter. The stock traded down 5.4% to $19 immediately after reporting. Photronics may have had a tough quarter, but does that actually create an opportunity to invest right now? What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here, it's free.
