1. revenue guidance: 32.5 billion (plus/minus 2%) , whisper 32.9 billion, , expectation 31.4 billion. Beat the consensuce but lower than the whisper. if factor into the +/-2%, there is a little bigger unceratainty about the 32.5 billion;
2. Gross margin, 75%--great number, beating consenuse 75%, but the whisper was 76.2%. And the gross margin in just reported quater represented a 3 bbp decleration from the quarter before.
3. EPS 0.68 , beating the expectation (which was 0.64), but lower than the 0.69.
Therefore, NVDA needs to explain the revenue +/- 2%, and the gross margin (any margin pressure)?
4. realized revenue. In the quarter was 30.04, beatng both consensue and whisper number-- great.
No recommendation on any trades here.
