NVDA & ADI Financial Report Analysis

NVDA 1st quarter Data center $22.6 B in revenue

~7x $Intel(INTC)$ (1Q last year overtook Intel for the first time)

~10x $Advanced Micro Devices(AMD)$

Image

NVDA blowout 1Q

1Q YoY

Revenue +262% (+18% QoQ)

Data Center +427% (+23% QoQ)

Net income +628%

Dil. EPS +629% (Adj +461%)

announces 10-1 stock split effective June 7, 2024

150% dividend increase

d9785c2c-7666-4298-89cf-8c2114ae4c87

2. $Analog Devices(ADI)$

ADI 2Q revenue as guided

2Q YoY

Revenue -34% (-14% QoQ)

Net Income -69%

Dil. EPS -68%

OCF -24%

FCF -22% (-51%)

3Q guidance

$2.27 B at mid point (-14% YoY +5% QoQ)

ADI cash generation and return

Image

https://x.com/DividendWave/status/1793382497100656815

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Comments

KarenAldridge
05-23
KarenAldridge
The stock split and dividend increase add more excitement.
fayetan
05-24
fayetan
Great article, would you like to share it?

Leave a comment

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EPS +629% (Adj +461%)announces 10-1 stock split effective June 7, 2024150% dividend increase<img alt=\"d9785c2c-7666-4298-89cf-8c2114ae4c87\" title=\"d9785c2c-7666-4298-89cf-8c2114ae4c87\" src=\"https://community-static.tradeup.com/news/0d70aa04f33cbf799d9d64e5214349ac\" tg-width=\"679\" tg-height=\"452\">d9785c2c-7666-4298-89cf-8c2114ae4c872. <a data-mention-id=\"ADI\" class=\"teditor-mention\" data-mention-name=\"Analog Devices\" href=\"https://ttm.financial/S/ADI\">$Analog Devices(ADI)$</a> ADI 2Q revenue as guided2Q YoYRevenue -34% (-14% QoQ)Net Income -69%Dil. EPS -68%OCF -24%FCF -22% (-51%)3Q guidance$2.27 B at mid point (-14% YoY +5% QoQ)ADI cash generation and return<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/ef95be76ed2d924fb95a1135c23c5738\" tg-width=\"679\" tg-height=\"325\">Imagehttps://x.com/DividendWave/status/1793382497100656815</body></html>","htmlText":"<html><head></head><body>1. <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA Corp\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> NVDA 1st quarter Data center $22.6 B in revenue~7x <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> (1Q last year overtook Intel for the first time)~10x <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/3ab60bc699f2d82aa8a95be5783be69e\" tg-width=\"1273\" tg-height=\"610\">ImageNVDA blowout 1Q1Q YoYRevenue +262% (+18% QoQ) Data Center +427% (+23% QoQ)Net income +628%Dil. EPS +629% (Adj +461%)announces 10-1 stock split effective June 7, 2024150% dividend increase<img alt=\"d9785c2c-7666-4298-89cf-8c2114ae4c87\" title=\"d9785c2c-7666-4298-89cf-8c2114ae4c87\" src=\"https://community-static.tradeup.com/news/0d70aa04f33cbf799d9d64e5214349ac\" tg-width=\"679\" tg-height=\"452\">d9785c2c-7666-4298-89cf-8c2114ae4c872. <a data-mention-id=\"ADI\" class=\"teditor-mention\" data-mention-name=\"Analog Devices\" href=\"https://ttm.financial/S/ADI\">$Analog Devices(ADI)$</a> ADI 2Q revenue as guided2Q YoYRevenue -34% (-14% QoQ)Net Income -69%Dil. EPS -68%OCF -24%FCF -22% (-51%)3Q guidance$2.27 B at mid point (-14% YoY +5% QoQ)ADI cash generation and return<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/ef95be76ed2d924fb95a1135c23c5738\" tg-width=\"679\" tg-height=\"325\">Imagehttps://x.com/DividendWave/status/1793382497100656815</body></html>","text":"1. $NVIDIA Corp(NVDA)$ NVDA 1st quarter Data center $22.6 B in revenue ~7x $Intel(INTC)$ (1Q last year overtook Intel for the first time) ~10x $Advanced Micro Devices(AMD)$ Image NVDA blowout 1Q 1Q YoY Revenue +262% (+18% QoQ) Data Center +427% (+23% QoQ) Net income +628% Dil. EPS +629% (Adj +461%) announces 10-1 stock split effective June 7, 2024 150% dividend increase d9785c2c-7666-4298-89cf-8c2114ae4c87 2. $Analog Devices(ADI)$ ADI 2Q revenue as guided 2Q YoY Revenue -34% (-14% QoQ) Net Income -69% Dil. 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