Locator: 48974NVDA.
3:20 p.m. CT: earnings release.
4:00 p.m. CT: Jensen Huang’s storytelling.
Forecast: $1.01 and $45.91 billion. ($0.98 at source).
Whisper numbers: as high as $1.06 and $55 billion (talking head at CNBC).
The results:
Before announcement, at 3:18: $182.41.
Earnings crossed. NVDA down 5%.
EPS: $1.05
Revenue: $46.7
No sales to China of high-end (H20) chips. Needs to be sorted out.
Numbers beat but not by much.
China is the bottleneck.
Buyback: $60 billion share buyback.
No increase in dividend.
Later: share prices have recovered a bit. Now down about 3.4%.
