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Nvidia从两个神秘客户中获得10%以上的收入：瑞银
2024-05-30 22:43
- 英偉達(NVDA) 0
- 微軟(MSFT) 0
- Evercore投行(EVR) 0
- Nvidia's (NASDAQ:NVDA) most recent quarterly results, which some on Wall Street called "unparalleled," looks to have been driven by two mystery customers, UBS said.
- "Two indirect customers each represented 10% or more of total revenue for the first quarter of fiscal year 2025," the company said in its 10-Q filing posted late on Wednesday, nearly a week after the release of the quarterly results.
- Based on previous disclosures, it's possible that one of these customers is Microsoft (NASDAQ:MSFT), UBS analyst Timothy Arcuri said. Microsoft likely accounted for 19% of Nvidia's fiscal 2024 revenue, Arcuri added.
- Arcuri, who has a Buy rating and $1,200 price target on Nvidia, did not speculate on whom the other customer is.
- Nvidia shares were down 1.4% in late morning trading on Thursday.
More on Microsoft, Nvidia, etc.
- Nvidia: Excess Demand Ensures Continued Revenue Growth
- Nvidia: Huawei On The March
- Microsoft Corporation (MSFT) Jefferies Software Conference (Transcript)
- Gap between Nvidia's 20% post-Q1 leap and S&P 500's slip was unprecedented - Evercore ISI
- U.S. video game sales fall 3% in April, led by a 43% drop in hardware sales
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