The discreet graphics card market is NVIDIA's to lose, as it commanded a 70.6% share of the market in Q2, versus AMD's 29.4% share, according to Jon Peddie Research. The quarterly results should show how well NVIDIA is fending off competition from Advanced Micro Devices, which released its highly touted Vega card this summer. Investors can probably expect solid growth from the continued adoption of the company's Pascal-based GeForce cards. Gamers have had good reason to upgrade their graphics cards, as several sure-to-be-blockbuster titles have recently launched or will soon launch, including Activision's Destiny 2 and Call of Duty: WWII, and Electronic Arts' Star Wars Battlefront 2.
Gaming has been posting brisk growth in recent quarters, driven by NVIDIA's launch in May 2016 of its Pascal GPU architecture. YOY = year over year QOQ = quarter over quarter. In Q3 of fiscal 2017, the company's graphics processing units (GPUs) based on its then-newly launched Pascal architecture became fully ramped for applications across its business, including gaming, data center AI computing, self-driving cars, and virtual reality (VR).Įven though some analysts have lately been raising their expectations for NVIDIA, my bet is on another earnings beat.ĭata source: NVIDIA. For perspective, the company's year-over-year revenue and adjusted EPS soared 56% and 91%, respectively, in Q2, and 48% and 85%, respectively, in Q1.Įxpectations are muted because NVIDIA has just started coming up against very tough prior-year comparables. YOY = year over year.Īnalysts' growth expectations for the quarter are modest relative to how NVIDIA has been performing lately. Fiscal Q3 2018 Wall Street Consensus Estimateĭata sources: NVIDIA and Yahoo! Finance.
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