NVIDIA (NVDA) Poised for Further Gains in Notebook Graphics Card Market
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Price: $214.72 -0.98%
Revenue Growth %: +96.8%
Financial Fact:
Basic net income (loss) per share: 1.01
Today's EPS Names:
BTTX, VAXX, ELYS, More
Revenue Growth %: +96.8%
Financial Fact:
Basic net income (loss) per share: 1.01
Today's EPS Names:
BTTX, VAXX, ELYS, More
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NVIDIA (Nasdaq: NVDA) reported impressive second-quarter 2012 numbers after the market closed yesterday, sending shares up 12 percent before the start of trading Friday.
Earnings, excluding items, were 32 cents per share on revenue of $1.017 billion, besting views calling for earnings of 25 cents per share on revenue of $1.01 billion.
Further, NVIDIA's share of the discrete notebook graphics cards market increased 890 basis points to 50.6 percent for the calendar year 2011 second quarter. According to Digitimes this morning, that share is likely to continue climbing higher as "Asustek Computer, Clevo and Micro-Star International (MSI) are scheduled to launch more GeForce 500M-based notebooks soon."
Details from the report have the lineup of "GeForce 500M family notebooks being rolled out include Asustek's 17-inch G74SX and 15-inch G53SX built using NVIDIA GTX 560M GPUs, MSI's GT780 and GT683 based on GTX 570 chipsets, and Clevo's 17-inch X7200 powered by Intel (Nasdaq: INTC) Core i7 CPUs and dual Nvidia GeForce GTX 580 GPUs."
In NVIDIA's second-quarter, GPU jumped 16 percent higher to about $638.5 million. NVIDIA's GPU business is "...comprised primarily of [its] GeForce discrete and chipset products which support desktop and notebook personal computers, or PCs, plus memory products...[and[ also comprised of license revenue in connection with the License Agreement with Intel Corporation."
Earnings, excluding items, were 32 cents per share on revenue of $1.017 billion, besting views calling for earnings of 25 cents per share on revenue of $1.01 billion.
Further, NVIDIA's share of the discrete notebook graphics cards market increased 890 basis points to 50.6 percent for the calendar year 2011 second quarter. According to Digitimes this morning, that share is likely to continue climbing higher as "Asustek Computer, Clevo and Micro-Star International (MSI) are scheduled to launch more GeForce 500M-based notebooks soon."
Details from the report have the lineup of "GeForce 500M family notebooks being rolled out include Asustek's 17-inch G74SX and 15-inch G53SX built using NVIDIA GTX 560M GPUs, MSI's GT780 and GT683 based on GTX 570 chipsets, and Clevo's 17-inch X7200 powered by Intel (Nasdaq: INTC) Core i7 CPUs and dual Nvidia GeForce GTX 580 GPUs."
In NVIDIA's second-quarter, GPU jumped 16 percent higher to about $638.5 million. NVIDIA's GPU business is "...comprised primarily of [its] GeForce discrete and chipset products which support desktop and notebook personal computers, or PCs, plus memory products...[and[ also comprised of license revenue in connection with the License Agreement with Intel Corporation."
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