Last quarter for NVIDIA was characterized by growth in revenue from the sale of gaming graphics solutions in desktop and mobile segments at 36%, and the total revenue producer rose by 16% YoY, which is pretty good on the background of the complaints of some competitors in the difficult market conditions. It is important to understand, however, that the growth of total revenue contributed the popularity and revenue from Tesla accelerators, as well as increased demand for solutions GRID class.
Founder and NVIDIA CEO Jensen Huang gladly answer analysts questions in the second part of the event.
We would like to start by listing the "success factors" that allowed NVIDIA to achieve growth of financial indicators in the direction of "gaming hardware." Firstly, Jensen Huang believes that one of the "drivers of growth" remains the emergence of new games. Secondly, he is confident in the ability of their own graphics cards ofthe new generation provides a significant gap in the performance level as compared to its predecessors. Monitor resolution of 4K class are becoming more accessible, and to disclose their potential gamers need a video card is not lower than of Gen Maxwell.
Thirdly, according to Huang, the PCs segment gaming simply grows in global geographic scales. Countries with growing economies prefer PC to a gaming platform, gaming consoles are not very popular for several reasons. In addition, NVIDIA head convinced that contribute to the growing popularity of the products the company makes a gradual transition to the integrated development platform. NVIDIA is no longer a seller of individual components. The company develops and software ecosystem, working closely with the developers. People, according to the head of the company, do not select "component A in comparison with the component B," they prefer a particular platform. The company appears more and more loyal customers who buy products NVIDIA repeatedly.
Individual comments Jensen Huang dedicated graphics generation success Maxwell. Performance Growth in some modes can reach 100%.
In the mobile segment Maxwell graphics generation solutions allow to obtain speed "desktop-class" in the laptop. The validity of this assertion is proved by the release of gaming laptops with graphics NVIDIA, bearing the brand HP and Lenovo - the first time in the history of the last two companies.