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Earning Preview: NIO-SW Q3 revenue expected to rise 69.60%, majority institutions project narrowed loss and margin stabilization

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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600438749050000","repostId":"1192459756","repostType":2,"repost":{"id":"1192459756","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1787618658,"share":"https://ttm.financial/m/news/1192459756?lang=en_US&edition=fundamental","pubTime":"2026-08-25 08:44","market":"us","language":"en","title":"Earning Preview: NIO-SW Q3 revenue expected to rise 69.60%, majority institutions project narrowed loss and margin stabilization","url":"https://stock-news.laohu8.com/highlight/detail?id=1192459756","media":"Earnings Agent","summary":"Abstract NIO Inc.-SW will report quarterly results on September 01, 2026 post-Market; this preview consolidates company guidance proxies and market tracking of delivery, margin, and cost trends,...","content":"<p><h2><b>Abstract</b></h2>\nNIO Inc.-SW will report quarterly results on September 01, 2026 post-Market; this preview consolidates company guidance proxies and market tracking of delivery, margin, and cost trends, along with institutional expectations for profitability and revenue growth.</p>\n<p><h2><b>Market Forecast</b></h2>\nFor the current quarter, the company-level tracking indicates revenue of 33.41 billion RMB with an estimated year-over-year growth of 69.60%; forecast EPS is 0.02 RMB, and EBIT is estimated at -0.29 billion RMB, implying a continued operating loss but marked improvement versus last year. Consensus commentary focuses on stabilization of gross profit margin around high-teens and a narrower net loss driven by operating efficiency; adjusted EPS is expected near break-even with a positive year-over-year swing.</p>\n<p>The company’s main business remains Smart Electric Vehicles Related Business, where growth is expected to be supported by higher deliveries and richer trims. The business with the largest growth potential this quarter is premium smart EV sales, with forecast revenue of 33.41 billion RMB, up 69.60% year over year.</p>\n<p><h2><b>Last Quarter Review</b></h2>\nLast quarter, revenue was 25.53 billion RMB, gross profit margin was 19.03%, GAAP net profit attributable to the parent company was -4.96 billion RMB, net profit margin was -1.94%, and adjusted EPS was 0.02 RMB; revenue grew 112.16% year over year while adjusted EPS improved materially from the prior year.</p>\n<p>A notable highlight was the significant beat on profitability versus earlier projections, with actual EBIT reaching 0.07 billion RMB against a previously negative estimate and adjusted EPS positive. The core Smart Electric Vehicles Related Business delivered 25.53 billion RMB in revenue with strong year-over-year expansion, supported by higher delivery volume and product mix upgrades.</p>\n<p><h2><b>Current Quarter Outlook (with major analytical insights)</b></h2>\n<h3><b>Main smart EV business trajectory</b></h3>\nThe main business is on track for a substantial revenue step-up to an estimated 33.41 billion RMB, reflecting a 69.60% year-over-year increase that is consistent with order pipeline normalization and higher average selling prices from recent trims. Management’s actions on cost-down through platform standardization and supply-chain optimization, evidenced by last quarter’s gross margin of 19.03%, create room for margin stability despite ongoing price competition. The near-term mix tilt toward feature-rich models and software-attached configurations can sustain blended ASP resilience, while scale utilization should limit per-unit manufacturing costs. We expect operating leverage to be modest because of elevated R&D and sales investments, but unit cost efficiency should still lift contribution margins. Inventory discipline and production cadence will be central to avoiding discounting; last quarter’s execution suggests improved forecasting that reduces end-of-quarter incentives.</p>\n<p><h3><b>Most promising growth vector: premium smart EV revenue and monetization</b></h3>\nThe premium smart EV revenue line, effectively the majority of group revenue, is poised for the strongest growth contribution this quarter, with the forecast indicating 33.41 billion RMB and 69.60% year-over-year growth. Momentum stems from a more complete product stack, expanding delivery footprint, and a maturing user base receptive to higher option take rates. Over-the-air features, advanced driver-assistance capabilities, and interior technology upgrades can underpin incremental monetization per vehicle beyond hardware, even as hardware competition intensifies. The implication for margins is twofold: richer mix and software-like revenue support gross margin, while continued scale benefits help offset material inflation or promotional activity. If delivery growth tracks internal production plans and logistics execution remains smooth, this segment should be the outsized driver of sequential and annual revenue gains.</p>\n<p><h3><b>Stock-price swing factors this quarter</b></h3>\nEarnings-day reaction will hinge on whether gross margin holds in the high-teens and whether EBIT tracks close to the -0.29 billion RMB estimate, signaling continued operating improvement. Investors will also focus on any commentary around order intake versus deliveries, which serves as a near-term indicator for price discipline and inventory health heading into the next quarter. Finally, visibility on expense trajectories for R&D and sales, including marketing intensity and pilot deployments for advanced features, will influence the path to sustained breakeven EPS; consistency with last quarter’s adjusted EPS of 0.02 RMB would reinforce the case for a progressive recovery narrative.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nAmong recent institutional previews available in the period through August 25, 2026, the dominant stance is bullish, with the majority expecting revenue growth near 70% year over year and an improving loss profile anchored by tighter cost control and steadier gross margins. Well-followed sell-side voices emphasize that last quarter’s upside on EBIT and adjusted EPS, together with delivery growth, sets a favorable base; the majority message is that incremental margin gains are achievable if pricing remains rational. The prevailing view also notes that scale efficiencies and software monetization could cushion gross margin despite competitive pricing, making a near-break-even adjusted EPS repeat plausible this quarter. In sum, the majority expectation is for a solid top-line step-up, high-teens gross margin resiliency, and a narrower operating loss, leaving guidance and delivery commentary as the key catalysts for share performance after results.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: NIO-SW Q3 revenue expected to rise 69.60%, majority institutions project narrowed loss and margin stabilization</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: NIO-SW Q3 revenue expected to rise 69.60%, majority institutions project narrowed loss and margin stabilization\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-08-25 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>Abstract</b></h2>\nNIO Inc.-SW will report quarterly results on September 01, 2026 post-Market; this preview consolidates company guidance proxies and market tracking of delivery, margin, and cost trends, along with institutional expectations for profitability and revenue growth.</p>\n<p><h2><b>Market Forecast</b></h2>\nFor the current quarter, the company-level tracking indicates revenue of 33.41 billion RMB with an estimated year-over-year growth of 69.60%; forecast EPS is 0.02 RMB, and EBIT is estimated at -0.29 billion RMB, implying a continued operating loss but marked improvement versus last year. Consensus commentary focuses on stabilization of gross profit margin around high-teens and a narrower net loss driven by operating efficiency; adjusted EPS is expected near break-even with a positive year-over-year swing.</p>\n<p>The company’s main business remains Smart Electric Vehicles Related Business, where growth is expected to be supported by higher deliveries and richer trims. The business with the largest growth potential this quarter is premium smart EV sales, with forecast revenue of 33.41 billion RMB, up 69.60% year over year.</p>\n<p><h2><b>Last Quarter Review</b></h2>\nLast quarter, revenue was 25.53 billion RMB, gross profit margin was 19.03%, GAAP net profit attributable to the parent company was -4.96 billion RMB, net profit margin was -1.94%, and adjusted EPS was 0.02 RMB; revenue grew 112.16% year over year while adjusted EPS improved materially from the prior year.</p>\n<p>A notable highlight was the significant beat on profitability versus earlier projections, with actual EBIT reaching 0.07 billion RMB against a previously negative estimate and adjusted EPS positive. The core Smart Electric Vehicles Related Business delivered 25.53 billion RMB in revenue with strong year-over-year expansion, supported by higher delivery volume and product mix upgrades.</p>\n<p><h2><b>Current Quarter Outlook (with major analytical insights)</b></h2>\n<h3><b>Main smart EV business trajectory</b></h3>\nThe main business is on track for a substantial revenue step-up to an estimated 33.41 billion RMB, reflecting a 69.60% year-over-year increase that is consistent with order pipeline normalization and higher average selling prices from recent trims. Management’s actions on cost-down through platform standardization and supply-chain optimization, evidenced by last quarter’s gross margin of 19.03%, create room for margin stability despite ongoing price competition. The near-term mix tilt toward feature-rich models and software-attached configurations can sustain blended ASP resilience, while scale utilization should limit per-unit manufacturing costs. We expect operating leverage to be modest because of elevated R&D and sales investments, but unit cost efficiency should still lift contribution margins. Inventory discipline and production cadence will be central to avoiding discounting; last quarter’s execution suggests improved forecasting that reduces end-of-quarter incentives.</p>\n<p><h3><b>Most promising growth vector: premium smart EV revenue and monetization</b></h3>\nThe premium smart EV revenue line, effectively the majority of group revenue, is poised for the strongest growth contribution this quarter, with the forecast indicating 33.41 billion RMB and 69.60% year-over-year growth. Momentum stems from a more complete product stack, expanding delivery footprint, and a maturing user base receptive to higher option take rates. Over-the-air features, advanced driver-assistance capabilities, and interior technology upgrades can underpin incremental monetization per vehicle beyond hardware, even as hardware competition intensifies. The implication for margins is twofold: richer mix and software-like revenue support gross margin, while continued scale benefits help offset material inflation or promotional activity. If delivery growth tracks internal production plans and logistics execution remains smooth, this segment should be the outsized driver of sequential and annual revenue gains.</p>\n<p><h3><b>Stock-price swing factors this quarter</b></h3>\nEarnings-day reaction will hinge on whether gross margin holds in the high-teens and whether EBIT tracks close to the -0.29 billion RMB estimate, signaling continued operating improvement. Investors will also focus on any commentary around order intake versus deliveries, which serves as a near-term indicator for price discipline and inventory health heading into the next quarter. Finally, visibility on expense trajectories for R&D and sales, including marketing intensity and pilot deployments for advanced features, will influence the path to sustained breakeven EPS; consistency with last quarter’s adjusted EPS of 0.02 RMB would reinforce the case for a progressive recovery narrative.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nAmong recent institutional previews available in the period through August 25, 2026, the dominant stance is bullish, with the majority expecting revenue growth near 70% year over year and an improving loss profile anchored by tighter cost control and steadier gross margins. Well-followed sell-side voices emphasize that last quarter’s upside on EBIT and adjusted EPS, together with delivery growth, sets a favorable base; the majority message is that incremental margin gains are achievable if pricing remains rational. The prevailing view also notes that scale efficiencies and software monetization could cushion gross margin despite competitive pricing, making a near-break-even adjusted EPS repeat plausible this quarter. In sum, the majority expectation is for a solid top-line step-up, high-teens gross margin resiliency, and a narrower operating loss, leaving guidance and delivery commentary as the key catalysts for share performance after results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192459756","content_text":"Abstract\nNIO Inc.-SW will report quarterly results on September 01, 2026 post-Market; this preview consolidates company guidance proxies and market tracking of delivery, margin, and cost trends, along with institutional expectations for profitability and revenue growth.\nMarket Forecast\nFor the current quarter, the company-level tracking indicates revenue of 33.41 billion RMB with an estimated year-over-year growth of 69.60%; forecast EPS is 0.02 RMB, and EBIT is estimated at -0.29 billion RMB, implying a continued operating loss but marked improvement versus last year. Consensus commentary focuses on stabilization of gross profit margin around high-teens and a narrower net loss driven by operating efficiency; adjusted EPS is expected near break-even with a positive year-over-year swing.\nThe company’s main business remains Smart Electric Vehicles Related Business, where growth is expected to be supported by higher deliveries and richer trims. The business with the largest growth potential this quarter is premium smart EV sales, with forecast revenue of 33.41 billion RMB, up 69.60% year over year.\nLast Quarter Review\nLast quarter, revenue was 25.53 billion RMB, gross profit margin was 19.03%, GAAP net profit attributable to the parent company was -4.96 billion RMB, net profit margin was -1.94%, and adjusted EPS was 0.02 RMB; revenue grew 112.16% year over year while adjusted EPS improved materially from the prior year.\nA notable highlight was the significant beat on profitability versus earlier projections, with actual EBIT reaching 0.07 billion RMB against a previously negative estimate and adjusted EPS positive. The core Smart Electric Vehicles Related Business delivered 25.53 billion RMB in revenue with strong year-over-year expansion, supported by higher delivery volume and product mix upgrades.\nCurrent Quarter Outlook (with major analytical insights)\nMain smart EV business trajectory\nThe main business is on track for a substantial revenue step-up to an estimated 33.41 billion RMB, reflecting a 69.60% year-over-year increase that is consistent with order pipeline normalization and higher average selling prices from recent trims. Management’s actions on cost-down through platform standardization and supply-chain optimization, evidenced by last quarter’s gross margin of 19.03%, create room for margin stability despite ongoing price competition. The near-term mix tilt toward feature-rich models and software-attached configurations can sustain blended ASP resilience, while scale utilization should limit per-unit manufacturing costs. We expect operating leverage to be modest because of elevated R&D and sales investments, but unit cost efficiency should still lift contribution margins. Inventory discipline and production cadence will be central to avoiding discounting; last quarter’s execution suggests improved forecasting that reduces end-of-quarter incentives.\nMost promising growth vector: premium smart EV revenue and monetization\nThe premium smart EV revenue line, effectively the majority of group revenue, is poised for the strongest growth contribution this quarter, with the forecast indicating 33.41 billion RMB and 69.60% year-over-year growth. Momentum stems from a more complete product stack, expanding delivery footprint, and a maturing user base receptive to higher option take rates. Over-the-air features, advanced driver-assistance capabilities, and interior technology upgrades can underpin incremental monetization per vehicle beyond hardware, even as hardware competition intensifies. The implication for margins is twofold: richer mix and software-like revenue support gross margin, while continued scale benefits help offset material inflation or promotional activity. If delivery growth tracks internal production plans and logistics execution remains smooth, this segment should be the outsized driver of sequential and annual revenue gains.\nStock-price swing factors this quarter\nEarnings-day reaction will hinge on whether gross margin holds in the high-teens and whether EBIT tracks close to the -0.29 billion RMB estimate, signaling continued operating improvement. Investors will also focus on any commentary around order intake versus deliveries, which serves as a near-term indicator for price discipline and inventory health heading into the next quarter. Finally, visibility on expense trajectories for R&D and sales, including marketing intensity and pilot deployments for advanced features, will influence the path to sustained breakeven EPS; consistency with last quarter’s adjusted EPS of 0.02 RMB would reinforce the case for a progressive recovery narrative.\nAnalyst Opinions\nAmong recent institutional previews available in the period through August 25, 2026, the dominant stance is bullish, with the majority expecting revenue growth near 70% year over year and an improving loss profile anchored by tighter cost control and steadier gross margins. Well-followed sell-side voices emphasize that last quarter’s upside on EBIT and adjusted EPS, together with delivery growth, sets a favorable base; the majority message is that incremental margin gains are achievable if pricing remains rational. The prevailing view also notes that scale efficiencies and software monetization could cushion gross margin despite competitive pricing, making a near-break-even adjusted EPS repeat plausible this quarter. In sum, the majority expectation is for a solid top-line step-up, high-teens gross margin resiliency, and a narrower operating loss, leaving guidance and delivery commentary as the key catalysts for share performance after results.","news_type":1,"symbols_score_info":{"09866":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566419938866056,"gmtCreate":1779319331557,"gmtModify":1779327042042,"author":{"id":"3574420278885334","authorId":"3574420278885334","name":"Albert1","avatar":"https://static.tigerbbs.com/c6505d71b98f955edf23e62d2ecf70c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574420278885334","idStr":"3574420278885334"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566419938866056","repostId":"2637391873","repostType":2,"repost":{"id":"2637391873","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1779316657,"share":"https://ttm.financial/m/news/2637391873?lang=en_US&edition=fundamental","pubTime":"2026-05-21 06:37","market":"fut","language":"en","title":"Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2637391873","media":"Reuters","summary":"UPDATE 3-Nvidia forecasts revenue above estimates, announces $80 billion share buybackAdds analyst comments, details on supply spending and cloud contracts, updates shares, paragraphs 2, 5, 12 and...","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-21 06:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","07788":"南方两倍做多英伟达","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDS":"1.5倍做空NVDA ETF-Tradr","ANV":"GraniteShares Autocallable NVDA ETF","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","07388":"南方两倍做空英伟达","NVDD":"1倍做空NVDA ETF-Direxion"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4N41X1UY:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637391873","content_text":"Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectationsCompany increases cash dividend to 25 cents per share from 1 centNvidia increases supply spending amid global memory chip crunch to avoid disruptionsNvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.Shares of the company ticked down 2% in extended trading.The world's most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.Nvidia's results are largely considered a barometer for the AI market's health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.\"Nvidia delivered another beat, but at this point that's essentially priced in as it keeps beating quarter after quarter,\" said eMarketer analyst Jacob Bourne. \"The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, Amazon, AMD, and Intel.\"The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.RISING COMPETITION FROM CUSTOM CHIPSWhile heavily relying on Nvidia's expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia's long-held dominance over the chip industry.Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.COMPANY MOVES TO PROTECT POSITIONThe Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.In the company's quarterly results call with financial analysts, Nvidia's finance chief, Colette Kress, said the market for Nvidia's central processors, or CPUs, is roughly $200 billion and the company has \"visibility into nearly $20 billion in total CPU revenue\" this fiscal year.The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.Nvidia reported first-quarter revenue of $81.62 billion, beating analysts' average estimate of $78.86 billion, according to data compiled by LSEG.Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDW":0.6,"07388":0.6,"DIPS":0.6,"NVDY":0.6,"NVDG":0.6,"NVII":0.6,"NVDD":0.6,"NVYY":0.6,"ANV":0.6,"07788":0.6,"NVDX":0.6,"NVDL":0.6,"NVDU":0.6,"NVDO":0.6,"NVD":0.6,"NVDA":2,"NVDS":0.6,"NVDB":0.6}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":600438749050000,"gmtCreate":1787633254325,"gmtModify":1787637152683,"author":{"id":"3574420278885334","authorId":"3574420278885334","name":"Albert1","avatar":"https://static.tigerbbs.com/c6505d71b98f955edf23e62d2ecf70c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574420278885334","idStr":"3574420278885334"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600438749050000","repostId":"1192459756","repostType":2,"repost":{"id":"1192459756","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1787618658,"share":"https://ttm.financial/m/news/1192459756?lang=en_US&edition=fundamental","pubTime":"2026-08-25 08:44","market":"us","language":"en","title":"Earning Preview: NIO-SW Q3 revenue expected to rise 69.60%, majority institutions project narrowed loss and margin stabilization","url":"https://stock-news.laohu8.com/highlight/detail?id=1192459756","media":"Earnings Agent","summary":"Abstract NIO Inc.-SW will report quarterly results on September 01, 2026 post-Market; this preview consolidates company guidance proxies and market tracking of delivery, margin, and cost trends,...","content":"<p><h2><b>Abstract</b></h2>\nNIO Inc.-SW will report quarterly results on September 01, 2026 post-Market; this preview consolidates company guidance proxies and market tracking of delivery, margin, and cost trends, along with institutional expectations for profitability and revenue growth.</p>\n<p><h2><b>Market Forecast</b></h2>\nFor the current quarter, the company-level tracking indicates revenue of 33.41 billion RMB with an estimated year-over-year growth of 69.60%; forecast EPS is 0.02 RMB, and EBIT is estimated at -0.29 billion RMB, implying a continued operating loss but marked improvement versus last year. Consensus commentary focuses on stabilization of gross profit margin around high-teens and a narrower net loss driven by operating efficiency; adjusted EPS is expected near break-even with a positive year-over-year swing.</p>\n<p>The company’s main business remains Smart Electric Vehicles Related Business, where growth is expected to be supported by higher deliveries and richer trims. The business with the largest growth potential this quarter is premium smart EV sales, with forecast revenue of 33.41 billion RMB, up 69.60% year over year.</p>\n<p><h2><b>Last Quarter Review</b></h2>\nLast quarter, revenue was 25.53 billion RMB, gross profit margin was 19.03%, GAAP net profit attributable to the parent company was -4.96 billion RMB, net profit margin was -1.94%, and adjusted EPS was 0.02 RMB; revenue grew 112.16% year over year while adjusted EPS improved materially from the prior year.</p>\n<p>A notable highlight was the significant beat on profitability versus earlier projections, with actual EBIT reaching 0.07 billion RMB against a previously negative estimate and adjusted EPS positive. The core Smart Electric Vehicles Related Business delivered 25.53 billion RMB in revenue with strong year-over-year expansion, supported by higher delivery volume and product mix upgrades.</p>\n<p><h2><b>Current Quarter Outlook (with major analytical insights)</b></h2>\n<h3><b>Main smart EV business trajectory</b></h3>\nThe main business is on track for a substantial revenue step-up to an estimated 33.41 billion RMB, reflecting a 69.60% year-over-year increase that is consistent with order pipeline normalization and higher average selling prices from recent trims. Management’s actions on cost-down through platform standardization and supply-chain optimization, evidenced by last quarter’s gross margin of 19.03%, create room for margin stability despite ongoing price competition. The near-term mix tilt toward feature-rich models and software-attached configurations can sustain blended ASP resilience, while scale utilization should limit per-unit manufacturing costs. We expect operating leverage to be modest because of elevated R&D and sales investments, but unit cost efficiency should still lift contribution margins. Inventory discipline and production cadence will be central to avoiding discounting; last quarter’s execution suggests improved forecasting that reduces end-of-quarter incentives.</p>\n<p><h3><b>Most promising growth vector: premium smart EV revenue and monetization</b></h3>\nThe premium smart EV revenue line, effectively the majority of group revenue, is poised for the strongest growth contribution this quarter, with the forecast indicating 33.41 billion RMB and 69.60% year-over-year growth. Momentum stems from a more complete product stack, expanding delivery footprint, and a maturing user base receptive to higher option take rates. Over-the-air features, advanced driver-assistance capabilities, and interior technology upgrades can underpin incremental monetization per vehicle beyond hardware, even as hardware competition intensifies. The implication for margins is twofold: richer mix and software-like revenue support gross margin, while continued scale benefits help offset material inflation or promotional activity. If delivery growth tracks internal production plans and logistics execution remains smooth, this segment should be the outsized driver of sequential and annual revenue gains.</p>\n<p><h3><b>Stock-price swing factors this quarter</b></h3>\nEarnings-day reaction will hinge on whether gross margin holds in the high-teens and whether EBIT tracks close to the -0.29 billion RMB estimate, signaling continued operating improvement. Investors will also focus on any commentary around order intake versus deliveries, which serves as a near-term indicator for price discipline and inventory health heading into the next quarter. Finally, visibility on expense trajectories for R&D and sales, including marketing intensity and pilot deployments for advanced features, will influence the path to sustained breakeven EPS; consistency with last quarter’s adjusted EPS of 0.02 RMB would reinforce the case for a progressive recovery narrative.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nAmong recent institutional previews available in the period through August 25, 2026, the dominant stance is bullish, with the majority expecting revenue growth near 70% year over year and an improving loss profile anchored by tighter cost control and steadier gross margins. Well-followed sell-side voices emphasize that last quarter’s upside on EBIT and adjusted EPS, together with delivery growth, sets a favorable base; the majority message is that incremental margin gains are achievable if pricing remains rational. The prevailing view also notes that scale efficiencies and software monetization could cushion gross margin despite competitive pricing, making a near-break-even adjusted EPS repeat plausible this quarter. In sum, the majority expectation is for a solid top-line step-up, high-teens gross margin resiliency, and a narrower operating loss, leaving guidance and delivery commentary as the key catalysts for share performance after results.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: NIO-SW Q3 revenue expected to rise 69.60%, majority institutions project narrowed loss and margin stabilization</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: NIO-SW Q3 revenue expected to rise 69.60%, majority institutions project narrowed loss and margin stabilization\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-08-25 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>Abstract</b></h2>\nNIO Inc.-SW will report quarterly results on September 01, 2026 post-Market; this preview consolidates company guidance proxies and market tracking of delivery, margin, and cost trends, along with institutional expectations for profitability and revenue growth.</p>\n<p><h2><b>Market Forecast</b></h2>\nFor the current quarter, the company-level tracking indicates revenue of 33.41 billion RMB with an estimated year-over-year growth of 69.60%; forecast EPS is 0.02 RMB, and EBIT is estimated at -0.29 billion RMB, implying a continued operating loss but marked improvement versus last year. Consensus commentary focuses on stabilization of gross profit margin around high-teens and a narrower net loss driven by operating efficiency; adjusted EPS is expected near break-even with a positive year-over-year swing.</p>\n<p>The company’s main business remains Smart Electric Vehicles Related Business, where growth is expected to be supported by higher deliveries and richer trims. The business with the largest growth potential this quarter is premium smart EV sales, with forecast revenue of 33.41 billion RMB, up 69.60% year over year.</p>\n<p><h2><b>Last Quarter Review</b></h2>\nLast quarter, revenue was 25.53 billion RMB, gross profit margin was 19.03%, GAAP net profit attributable to the parent company was -4.96 billion RMB, net profit margin was -1.94%, and adjusted EPS was 0.02 RMB; revenue grew 112.16% year over year while adjusted EPS improved materially from the prior year.</p>\n<p>A notable highlight was the significant beat on profitability versus earlier projections, with actual EBIT reaching 0.07 billion RMB against a previously negative estimate and adjusted EPS positive. The core Smart Electric Vehicles Related Business delivered 25.53 billion RMB in revenue with strong year-over-year expansion, supported by higher delivery volume and product mix upgrades.</p>\n<p><h2><b>Current Quarter Outlook (with major analytical insights)</b></h2>\n<h3><b>Main smart EV business trajectory</b></h3>\nThe main business is on track for a substantial revenue step-up to an estimated 33.41 billion RMB, reflecting a 69.60% year-over-year increase that is consistent with order pipeline normalization and higher average selling prices from recent trims. Management’s actions on cost-down through platform standardization and supply-chain optimization, evidenced by last quarter’s gross margin of 19.03%, create room for margin stability despite ongoing price competition. The near-term mix tilt toward feature-rich models and software-attached configurations can sustain blended ASP resilience, while scale utilization should limit per-unit manufacturing costs. We expect operating leverage to be modest because of elevated R&D and sales investments, but unit cost efficiency should still lift contribution margins. Inventory discipline and production cadence will be central to avoiding discounting; last quarter’s execution suggests improved forecasting that reduces end-of-quarter incentives.</p>\n<p><h3><b>Most promising growth vector: premium smart EV revenue and monetization</b></h3>\nThe premium smart EV revenue line, effectively the majority of group revenue, is poised for the strongest growth contribution this quarter, with the forecast indicating 33.41 billion RMB and 69.60% year-over-year growth. Momentum stems from a more complete product stack, expanding delivery footprint, and a maturing user base receptive to higher option take rates. Over-the-air features, advanced driver-assistance capabilities, and interior technology upgrades can underpin incremental monetization per vehicle beyond hardware, even as hardware competition intensifies. The implication for margins is twofold: richer mix and software-like revenue support gross margin, while continued scale benefits help offset material inflation or promotional activity. If delivery growth tracks internal production plans and logistics execution remains smooth, this segment should be the outsized driver of sequential and annual revenue gains.</p>\n<p><h3><b>Stock-price swing factors this quarter</b></h3>\nEarnings-day reaction will hinge on whether gross margin holds in the high-teens and whether EBIT tracks close to the -0.29 billion RMB estimate, signaling continued operating improvement. Investors will also focus on any commentary around order intake versus deliveries, which serves as a near-term indicator for price discipline and inventory health heading into the next quarter. Finally, visibility on expense trajectories for R&D and sales, including marketing intensity and pilot deployments for advanced features, will influence the path to sustained breakeven EPS; consistency with last quarter’s adjusted EPS of 0.02 RMB would reinforce the case for a progressive recovery narrative.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nAmong recent institutional previews available in the period through August 25, 2026, the dominant stance is bullish, with the majority expecting revenue growth near 70% year over year and an improving loss profile anchored by tighter cost control and steadier gross margins. Well-followed sell-side voices emphasize that last quarter’s upside on EBIT and adjusted EPS, together with delivery growth, sets a favorable base; the majority message is that incremental margin gains are achievable if pricing remains rational. The prevailing view also notes that scale efficiencies and software monetization could cushion gross margin despite competitive pricing, making a near-break-even adjusted EPS repeat plausible this quarter. In sum, the majority expectation is for a solid top-line step-up, high-teens gross margin resiliency, and a narrower operating loss, leaving guidance and delivery commentary as the key catalysts for share performance after results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192459756","content_text":"Abstract\nNIO Inc.-SW will report quarterly results on September 01, 2026 post-Market; this preview consolidates company guidance proxies and market tracking of delivery, margin, and cost trends, along with institutional expectations for profitability and revenue growth.\nMarket Forecast\nFor the current quarter, the company-level tracking indicates revenue of 33.41 billion RMB with an estimated year-over-year growth of 69.60%; forecast EPS is 0.02 RMB, and EBIT is estimated at -0.29 billion RMB, implying a continued operating loss but marked improvement versus last year. Consensus commentary focuses on stabilization of gross profit margin around high-teens and a narrower net loss driven by operating efficiency; adjusted EPS is expected near break-even with a positive year-over-year swing.\nThe company’s main business remains Smart Electric Vehicles Related Business, where growth is expected to be supported by higher deliveries and richer trims. The business with the largest growth potential this quarter is premium smart EV sales, with forecast revenue of 33.41 billion RMB, up 69.60% year over year.\nLast Quarter Review\nLast quarter, revenue was 25.53 billion RMB, gross profit margin was 19.03%, GAAP net profit attributable to the parent company was -4.96 billion RMB, net profit margin was -1.94%, and adjusted EPS was 0.02 RMB; revenue grew 112.16% year over year while adjusted EPS improved materially from the prior year.\nA notable highlight was the significant beat on profitability versus earlier projections, with actual EBIT reaching 0.07 billion RMB against a previously negative estimate and adjusted EPS positive. The core Smart Electric Vehicles Related Business delivered 25.53 billion RMB in revenue with strong year-over-year expansion, supported by higher delivery volume and product mix upgrades.\nCurrent Quarter Outlook (with major analytical insights)\nMain smart EV business trajectory\nThe main business is on track for a substantial revenue step-up to an estimated 33.41 billion RMB, reflecting a 69.60% year-over-year increase that is consistent with order pipeline normalization and higher average selling prices from recent trims. Management’s actions on cost-down through platform standardization and supply-chain optimization, evidenced by last quarter’s gross margin of 19.03%, create room for margin stability despite ongoing price competition. The near-term mix tilt toward feature-rich models and software-attached configurations can sustain blended ASP resilience, while scale utilization should limit per-unit manufacturing costs. We expect operating leverage to be modest because of elevated R&D and sales investments, but unit cost efficiency should still lift contribution margins. Inventory discipline and production cadence will be central to avoiding discounting; last quarter’s execution suggests improved forecasting that reduces end-of-quarter incentives.\nMost promising growth vector: premium smart EV revenue and monetization\nThe premium smart EV revenue line, effectively the majority of group revenue, is poised for the strongest growth contribution this quarter, with the forecast indicating 33.41 billion RMB and 69.60% year-over-year growth. Momentum stems from a more complete product stack, expanding delivery footprint, and a maturing user base receptive to higher option take rates. Over-the-air features, advanced driver-assistance capabilities, and interior technology upgrades can underpin incremental monetization per vehicle beyond hardware, even as hardware competition intensifies. The implication for margins is twofold: richer mix and software-like revenue support gross margin, while continued scale benefits help offset material inflation or promotional activity. If delivery growth tracks internal production plans and logistics execution remains smooth, this segment should be the outsized driver of sequential and annual revenue gains.\nStock-price swing factors this quarter\nEarnings-day reaction will hinge on whether gross margin holds in the high-teens and whether EBIT tracks close to the -0.29 billion RMB estimate, signaling continued operating improvement. Investors will also focus on any commentary around order intake versus deliveries, which serves as a near-term indicator for price discipline and inventory health heading into the next quarter. Finally, visibility on expense trajectories for R&D and sales, including marketing intensity and pilot deployments for advanced features, will influence the path to sustained breakeven EPS; consistency with last quarter’s adjusted EPS of 0.02 RMB would reinforce the case for a progressive recovery narrative.\nAnalyst Opinions\nAmong recent institutional previews available in the period through August 25, 2026, the dominant stance is bullish, with the majority expecting revenue growth near 70% year over year and an improving loss profile anchored by tighter cost control and steadier gross margins. Well-followed sell-side voices emphasize that last quarter’s upside on EBIT and adjusted EPS, together with delivery growth, sets a favorable base; the majority message is that incremental margin gains are achievable if pricing remains rational. The prevailing view also notes that scale efficiencies and software monetization could cushion gross margin despite competitive pricing, making a near-break-even adjusted EPS repeat plausible this quarter. In sum, the majority expectation is for a solid top-line step-up, high-teens gross margin resiliency, and a narrower operating loss, leaving guidance and delivery commentary as the key catalysts for share performance after results.","news_type":1,"symbols_score_info":{"09866":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566419938866056,"gmtCreate":1779319331557,"gmtModify":1779327042042,"author":{"id":"3574420278885334","authorId":"3574420278885334","name":"Albert1","avatar":"https://static.tigerbbs.com/c6505d71b98f955edf23e62d2ecf70c8","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574420278885334","idStr":"3574420278885334"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566419938866056","repostId":"2637391873","repostType":2,"repost":{"id":"2637391873","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1779316657,"share":"https://ttm.financial/m/news/2637391873?lang=en_US&edition=fundamental","pubTime":"2026-05-21 06:37","market":"fut","language":"en","title":"Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2637391873","media":"Reuters","summary":"UPDATE 3-Nvidia forecasts revenue above estimates, announces $80 billion share buybackAdds analyst comments, details on supply spending and cloud contracts, updates shares, paragraphs 2, 5, 12 and...","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Drops 2% After The Company Forecasts Revenue Above Estimates, Announces $80 Billion Share Buyback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-21 06:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectations</p></li><li><p>Company increases cash dividend to 25 cents per share from 1 cent</p></li><li><p>Nvidia increases supply spending amid global memory chip crunch to avoid disruptions</p></li></ul><p>Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.</p><p>Shares of the company ticked down 2% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7fa7de74ff298207ca2ab33111d4e9b\" tg-width=\"360\" tg-height=\"110\"/></p><p>The world&#39;s most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.</p><p>Nvidia&#39;s results are largely considered a barometer for the AI market&#39;s health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.</p><p>&#34;Nvidia delivered another beat, but at this point that&#39;s essentially priced in as it keeps beating quarter after quarter,&#34; said eMarketer analyst Jacob Bourne. &#34;The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel.&#34;</p><p>The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.</p><p>Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.</p><h3 id=\"id_3848136662\">RISING COMPETITION FROM CUSTOM CHIPS</h3><p>While heavily relying on Nvidia&#39;s expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia&#39;s long-held dominance over the chip industry.</p><p>Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.</p><p>Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.</p><h3 id=\"id_1803518622\">COMPANY MOVES TO PROTECT POSITION</h3><p>The Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.</p><p>In the company&#39;s quarterly results call with financial analysts, Nvidia&#39;s finance chief, Colette Kress, said the market for Nvidia&#39;s central processors, or CPUs, is roughly $200 billion and the company has &#34;visibility into nearly $20 billion in total CPU revenue&#34; this fiscal year.</p><p>The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.</p><p>Nvidia reported first-quarter revenue of $81.62 billion, beating analysts&#39; average estimate of $78.86 billion, according to data compiled by LSEG.</p><p>Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.</p><p>On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.</p><p>Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDL":"2倍做多NVDA ETF-GraniteShares","07788":"南方两倍做多英伟达","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDS":"1.5倍做空NVDA ETF-Tradr","ANV":"GraniteShares Autocallable NVDA ETF","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","07388":"南方两倍做空英伟达","NVDD":"1倍做空NVDA ETF-Direxion"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4N41X1UY:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637391873","content_text":"Nvidia forecasts Q2 revenue of $91 billion, surpassing Wall Street expectationsCompany increases cash dividend to 25 cents per share from 1 centNvidia increases supply spending amid global memory chip crunch to avoid disruptionsNvidia forecast second-quarter revenue above Wall Street expectations on Wednesday and announced an $80 billion share repurchase program.Shares of the company ticked down 2% in extended trading.The world's most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.Nvidia's results are largely considered a barometer for the AI market's health, as its chips are used in virtually every major data center in the world, powering the largest and most advanced AI models.\"Nvidia delivered another beat, but at this point that's essentially priced in as it keeps beating quarter after quarter,\" said eMarketer analyst Jacob Bourne. \"The lingering question is whether it can convince investors the AI buildout has durability into 2027 and 2028, especially as the narrative shifts toward inference workloads and competing silicon from Google, Amazon, AMD, and Intel.\"The company also said it would increase its quarterly cash dividend to 25 cents per share from 1 cent.Spending on AI infrastructure continues to grow rapidly, with U.S. tech giants, including Alphabet GOOGL.O, Amazon AMZN.O and Microsoft MSFT.O, expected to spend more than $700 billion on AI this year, a sharp jump from around $400 billion in 2025.RISING COMPETITION FROM CUSTOM CHIPSWhile heavily relying on Nvidia's expensive processors, the companies are also pouring funds into developing their own custom chips to run models, posing a risk to Nvidia's long-held dominance over the chip industry.Those chips are targeted at inferencing - the process by which AI responds to user queries - which represents a much larger market than training.Nvidia is facing competition not only from Big Tech but also from other chip rivals, including Intel INTC.O and Advanced Micro Devices AMD.O, which have touted a large revenue opportunity from the inference market.COMPANY MOVES TO PROTECT POSITIONThe Santa Clara, California-based company has made moves to defend its position. It unveiled a new central processor and AI system built on technology from Groq - a chip startup specializing in inference - in March.In the company's quarterly results call with financial analysts, Nvidia's finance chief, Colette Kress, said the market for Nvidia's central processors, or CPUs, is roughly $200 billion and the company has \"visibility into nearly $20 billion in total CPU revenue\" this fiscal year.The company is also spending heavily to ensure it does not hit supply-chain snags during a global memory chip crunch. Nvidia said on Wednesday that its supply rose to $119 billion in the fiscal first quarter, up from $95.2 billion the previous quarter.Nvidia reported first-quarter revenue of $81.62 billion, beating analysts' average estimate of $78.86 billion, according to data compiled by LSEG.Data center revenue in the quarter came in at $75.2 billion, compared with the average analyst estimate of $72.8 billion.On an adjusted basis, the firm earned $1.87 per share, compared with market estimates of $1.76.Nvidia also disclosed $30 billion worth of cloud computing agreements, up sequentially from $27 billion, which it said were to help its research and development efforts. Seaport analyst Jay Goldberg said in a research note last year that such commitment likely represents “backstops” in which Nvidia agrees to pay cloud computing companies that buy its hardware for excess capacity from those companies running Nvidia systems.","news_type":1,"symbols_score_info":{"NVDQ":0.6,"NVDW":0.6,"07388":0.6,"DIPS":0.6,"NVDY":0.6,"NVDG":0.6,"NVII":0.6,"NVDD":0.6,"NVYY":0.6,"ANV":0.6,"07788":0.6,"NVDX":0.6,"NVDL":0.6,"NVDU":0.6,"NVDO":0.6,"NVD":0.6,"NVDA":2,"NVDS":0.6,"NVDB":0.6}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}