NVIDIA Q2 FY2021 Financial Summary
OUR CORE BUSINESSES
FY20 Revenue $5.52B,
3-year CAGR of 11%
Strong market position and
technology leadership
Compounded long-term unit
and ASP growth
200M+ gamers on our
platform
Strong Gaming ecosystem
Multiple secular growth
drivers: expanding population
of gamers, eSports, VR, rising
production value of games,
gaming and prosumer laptops
FY20 Revenue of $2.98B,
3-year CAGR of 53%
Leader in deep learning/Al
used by all major cloud
computing providers and
thousands of enterprises
-
Leader in HPC in 8 of the
top 10 and 2/3rds of the top
500 fastest supercomputers
Multiple secular growth
drivers: fast growing
adoption of Al in every major
industry; rising compute
needs unmet by conventional
approaches such as x86
CPUs; Mellanox networking
FY20 Revenue of $1.21B,
3-year CAGR of 13%
90%+ market share in
graphics for workstations
Diversified end markets,
e.g. media & entertainment,
architecture, engineering &
construction, public sector
Strong software ecosystem
Multiple secular growth
drivers: expanding creative
& design workflows, mobile
workstations, rising adoption
of AR/VR across industries
FY20 Revenue of $700M,
3-year CAGR of 13%
Current revenue driven
largely by infotainment
Future growth expected to
be driven largely by
Autonomous Vehicle (AV)
solution offering full
hardware & software stack
Large secular growth
opportunity: autonomous
vehicles estimated to drive
a $25B TAM for the AV
computing stack by 2025
Gaming
51% of FY20 Rev
Data Center
27% of FY20 Rev
Professional Visualization
11% of FY20 Rev
Automotive
6% of FY20 Rev
ASP = Average Selling Price. Gamers are defined as consumers who purchase our GPUs to play video games. 200M+ gamers on our platform as of August 2020. FY20 ended 1/26/2020. 31
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