Nvidia Generates 10%+ in Revenue from Two Mystery Customers: UBS

Seeking Alpha05-30

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 ...

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Nase
05-31
Nase
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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Generates 10%+ in Revenue from Two Mystery Customers: UBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-30 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4111609-nvidia-generates-10-in-revenue-from-two-mystery-customers-ubs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://seekingalpha.com/news/4111609-nvidia-generates-10-in-revenue-from-two-mystery-customers-ubs\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://seekingalpha.com/news/4111609-nvidia-generates-10-in-revenue-from-two-mystery-customers-ubs","article_id":"1146925457","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1146925457","pubTimestamp":1717082100,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Nvidia's  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 , UBS analyst Timothy Arcuri s","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSFT":"微软","NVDA":"英伟达"},"translate_title":"Nvidia 10%以上的收入来自两个神秘客户：瑞银","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1.1,"NVDA":1.1},"content_text":"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.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":311540761743624,"gmtCreate":1717085492232,"gmtModify":1717085497326,"author":{"id":"4099451016804780","authorId":"4099451016804780","name":"Nase","avatar":"https://community-static.tradeup.com/news/75fd46c54802015fad711baba153fe17","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4099451016804780","idStr":"4099451016804780"},"htmlText":"LOL - China and Russia&nbsp; Via Singapore&nbsp; It is not hard to know&nbsp;","listText":"LOL - China and Russia&nbsp; Via Singapore&nbsp; It is not hard to know&nbsp;","text":"LOL - China and Russia Via Singapore It is not hard to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311540761743624","repostId":1146925457,"repostType":4,"repost":{"id":"1146925457","kind":"news","pubTimestamp":1717082100,"share":"https://ttm.financial/m/news/1146925457?lang=&edition=fundamental","pubTime":"2024-05-30 23:15","market":"us","language":"en","title":"Nvidia Generates 10%+ in Revenue from Two Mystery Customers: UBS","url":"https://stock-news.laohu8.com/highlight/detail?id=1146925457","media":"Seeking Alpha","summary":"Nvidia's  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 , UBS analyst Timothy Arcuri s","content":"<html><head></head><body><p>Nvidia&#39;s (NASDAQ:NVDA) most recent quarterly results, which some on Wall Street called &#34;unparalleled,&#34; looks to have been driven by two mystery customers, UBS said.</p><p>&#34;Two indirect customers each represented 10% or more of total revenue for the first quarter of fiscal year 2025,&#34; the company said in its 10-Q filing posted late on Wednesday, nearly a week after the release of the quarterly results.</p><p>Based on previous disclosures, it&#39;s possible that one of these customers is Microsoft (NASDAQ:MSFT), UBS analyst Timothy Arcuri said. Microsoft likely accounted for 19% of Nvidia&#39;s fiscal 2024 revenue, Arcuri added.</p><p>Arcuri, who has a Buy rating and $1,200 price target on Nvidia, did not speculate on whom the other customer is.</p><p>Nvidia shares were down 1.4% in late morning trading on Thursday.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Generates 10%+ in Revenue from Two Mystery Customers: UBS</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Generates 10%+ in Revenue from Two Mystery Customers: UBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-30 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4111609-nvidia-generates-10-in-revenue-from-two-mystery-customers-ubs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://seekingalpha.com/news/4111609-nvidia-generates-10-in-revenue-from-two-mystery-customers-ubs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/4111609-nvidia-generates-10-in-revenue-from-two-mystery-customers-ubs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146925457","content_text":"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.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":11,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1146925457"}