Strengthened by 18% on the first day after the publication of the quarterly report NVIDIA, the company's share price continued its growth yesterday, although only by 4.3%. An interesting picture turns out: if in the case of AMD, the modest presence of the company in the OEM sector is considered to be one of the factors that caused the stock price decline, then NVIDIA in the server segment sees a threefold increase in revenue, and the company's shares are also becoming more expensive. True, we should not forget that NVIDIA's quarterly report as a whole creates a more favorable impression, while AMD is just preparing to break even, although it reports on the successes of Ryzen processors in the retail segment.
Colleagues from 3DCenter.org are famous for their ability to learn statistics over long periods, and this time they took NVIDIA's quarterly reports over the past ten years to track how revenue, net profit and operating profit changed. The graph above shows that somewhere in 2009, the revenue of NVIDIA is steadily growing, and in the last year it has generally grown significantly. The first quarter of each fiscal year is characterized by a seasonal drop in demand, so we see characteristic "failures" on the chart.
If we take into account that NVIDIA's management has been tirelessly repeating the demand for gaming graphics cards, the proportional improvement of the company's financial indicators confirms this trend. I would like to believe that AMD will be able to rise on such a curve. Related Products :
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