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英伟达NVIDIA (NVDA) 2025财年第四季度及全年投资者演示报告「NASDAQ」(英文版)(25页).pdf

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1、Investor Presentation Q4 FY25March 2025Except for the historical information contained herein,certain matters in this presentation including,but not limited to,statements as to:expectations with respect to growth,performance and benefits of NVIDIAs products,services,and technologies,including Blackw

2、ell,and related trends and drivers;expectations with respect to supply and demand for NVIDIAs products,services,and technologies,including Blackwell,and related matters including inventory,production and distribution;our financial position;projected market growth and trends,market opportunity,demand

3、,and growth drivers;our financial and business outlook;our dividend program;expectations with respect to NVIDIAs third party arrangements,including with its collaborators and partners;third parties adopting our products and technologies;expectations with respect to technology developments and relate

4、d trends and drivers;expectations with respect to AI and related industries;and other statements that are not historical facts are forward-looking statements.These forward-looking statements and any other forward-looking statements that go beyond historical facts that are made in this presentation a

5、re subject to risks and uncertainties that may cause actual results to differ materially.Important factors that could cause actual results to differ materially include:global economic and political conditions;NVIDIAs reliance on third parties to manufacture,assemble,package and test NVIDIAs products

6、;the impact of technological development and competition;development of new products and technologies or enhancements to NVIDIAs existing product and technologies;market acceptance of NVIDIAs products or NVIDIAs partners products;design,manufacturing or software defects;changes in consumer preferenc

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NVIDIA在2025财年第四季度实现了创纪录的收入,达到393亿美元,同比增长78%,超出了预期的375亿美元。数据中心业务增长93%,达到356亿美元,主要得益于Blackwell的推出和H200的增长。游戏业务下降11%,至25亿美元,但需求依然强劲。专业可视化业务增长10%,达到5700万美元,汽车业务增长27%,达到16628万美元。公司预计2026财年第一季度收入将实现两位数的增长,数据中心和游戏业务均有望实现增长。
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