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 ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Nase
05-31
Nase
LOL - China and Russia Via Singapore It is not hard to know

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1146925457?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-05-30 23:15","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"1146925457","market":"us","top_or_hot":-1,"title":"Nvidia Generates 10%+ in Revenue from Two Mystery Customers: UBS","media":"Seeking Alpha","content":"<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","source":"seekingalpha","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\">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":null,"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","authorIdStr":"4099451016804780","name":"Nase","avatar":"https://community-static.tradeup.com/news/75fd46c54802015fad711baba153fe17","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":0,"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","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":"4.28.3","shortVersion":"4.28.3","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"}