Whalesbook
Chalo, ab details mein jaate hain. Company ka Q3 performance mast raha. Unhone apna adjusted gross margin 10.1% tak pahunchaya, jabki analysts 6.75% ka target laga rahe the. Aur EPS bhi 84 cents aaya, jo expected 63 cents se kaafi zyada hai. Matlab paisa banane mein company ne dhamal macha diya.
Is performance ke dum par, company ne Q4 ke liye bhi ekdam solid outlook diya hai. Revenue $11 billion se lekar $12.5 billion tak ho sakta hai, jo analysts ke $11.2 billion ke estimate se zyada hai. Earnings per share bhi 65 cents se 79 cents ke beech predict kiya gaya hai. Sahi hai na, bhai!
CEO Charles Liang ka kehna hai ki unka business model aur America mein naye manufacturing sites unhe ek bada advantage de rahe hain. AI hardware ki demand itni zyada hai, especially Nvidia chips wale servers ki, ki company ka Data Centre Building Block Solutions (DCBBS) unit next few years mein 25% se zyada profit generate kar sakta hai. Sahi plan hai bhai!
Par scene sirf achha hi achha nahi hai. Company kuch bade legal aur financial issues se bhi deal kar rahi hai. March mein, ek co-founder par billions dollars ke Nvidia servers China bhejkar export rules todne ka aarop laga tha. Company is mamle mein investigation mein help kar rahi hai aur co-founder ko leave par bhej diya hai. Saath hi, company abhi bhi August 2024 se chal rahe accounting problems aur internal control weaknesses se nikalne ki koshish kar rahi hai. Unke purane auditor Ernst & Young LLP ne bhi governance concerns ke karan resign kar diya tha.
Waise, company ne apna full-year revenue target $38.9 billion se $40.4 billion tak maintain rakha hai. Ab dekhte hain ki company kaise in legal aur compliance challenges ko handle karti hai jabki AI hardware ki demand mein zabardast tezi hai. Investors ki nazar rahengi is sab par.