Monday, January 28th 2019

NVIDIA Revises Financial Outlook for 2019 by $500 million, Immediately Hit Back by the Stock Market

NVIDIA's stock value has been falling precipitously in the last several months. We reported in December that the company lost some 48.8% in value between October and December, moving from an all-time peak of $289.36 on October 1st, to just under $149 on December 14th. At the time, excess inventories were the cause, alongside a less than glamorous reception to their new RTX series of graphics cards. Now? NVIDIA cites "deteriorating macroeconomic conditions, particularly in China" as harming demand for their gaming GPUs. But this now comes alongside a its datacenter business also falling short of expectations - that's two of NVIDIA's most lucrative markets being put towards the red, or at least, with lower than expected income revenues.

This led the company to revise its financial outlook for the year, lowering revenue estimates by $500 million, down to $2.2 billion from its initial $2.7 billion forecast. Gross margins have been lowered by some 7%, which means lowered earnings for investors. Since the December plunge, NVIDIA's stock had recovered up to around $160 per share, but has now dived 14.52%, down to $136.90 - even lower than before. The company has seen its market valuation shrink by more than 50% inside of four months - while the company is still well in the green side of the limbo, so to speak, these certainly don't serve to improve the company's spirit.
Source: Yahoo Finance
Add your own comment

55 Comments on NVIDIA Revises Financial Outlook for 2019 by $500 million, Immediately Hit Back by the Stock Market

#26
trparky
notbDo you actually know what IBM is selling these days? :)
And I wouldn't call Nvidia a "one trick pony" for sure.
Comparatively speaking. IBM has their hands in a hell of a lot of stuff these days, far more than nVidia. Hence my original statement that IBM makes nVidia look like a one-trick pony.
Posted on Reply
#27
medi01
So, 18% less than originally estimated.
Still 30% too much.
Posted on Reply
#28
notb
trparkyComparatively speaking. IBM has their hands in a hell of a lot of stuff these days, far more than nVidia. Hence my original statement that IBM makes nVidia look like a one-trick pony.
But the initial argument was about being a company with a diversified portfolio, which IBM is not.
Yes, they do a lot of things, but you have to remember that:
a) they often often sell them bundled (e.g. servers with OS, database software and services),
b) they sell to enterprises.

By comparison, Nvidia may only make chips, but they sell it to everyone: gamers, notebooks buyers, datacenters, scientific institutions, car makers and so on.
And yeah... Nvidia is practically a monopolist (especially in computation), which does help as well. IBM is not that important anymore - they're not making anything unique or essential.
Posted on Reply
#29
trparky
notbIBM is not that important anymore - they're not making anything unique or essential.
I don't know about that. You yourself even admitted that IBM sells a lot of services.
notbthey often often sell them bundled (e.g. servers with OS, database software and services),
Two words... cloud computing. Not only for computation capabilities but storage as well. I expect cloud storage to really take off and IBM and others like them are poised to make ready-made cloud storage solutions possible.
Posted on Reply
#30
Space Lynx
Astronaut
$298 to $131, never seen a fall that steep in such a short amount of time for any company. Greed and envy blinded them, thinking they could raise prices non-stop year over year, hehehe
trparkyI don't know about that. You yourself even admitted that IBM sells a lot of services.

Two words... cloud computing. Not only for computation capabilities but storage as well. I expect cloud storage to really take off and IBM and others like them are poised to make ready-made cloud storage solutions possible.
google and microsoft already beat IBM to the punch imo, Google's gaming cloud computing for example is actually not that bad at all and its still considered to be beta
Posted on Reply
#31
Unregistered
Ya just saw Nvidia down another ~5% today. I'll continue to enjoy watching them hemorrhage cash via the stock market.
Posted on Edit | Reply
#32
Xzibit
Ouch!!
Analysts at Morgan Stanley and Needam downgraded the stock. Another analyst at Bank of America Merrill Lynch removed it from its list of best ideas.
Looks like someones not convinced
Morgan Stanley“Missing the quarter this badly in gaming indicates more significant challenges than we had anticipated, given that this is still a channel fill quarter for midrange/high end,”
Posted on Reply
#33
Totally
Razrback16+1

I'm surprised they haven't started to adjust pricing on Turing, yet.
That would be them admitting that they're wrong, if they are going to do a price drop their going to sneak it with a refresh and pretend that they're doing customers a solid.
Posted on Reply
#34
EarthDog
eidairaman1Lose*

lol...this video is garbage and adds nothing to the stale conversation of why these failed. He literally brought nothing new to the table...

...except the fact that the dude, somehow, doesnt know that gpuz reads the memory type. That speaks volumes of the bbn knowledge base he has.

Stop propagating this vid... OFN at best...clickbait at worst.
Posted on Reply
#35
Unregistered
TotallyThat would be them admitting that they're wrong, if they are going to do a price drop their going to sneak it with a refresh and pretend that they're doing customers a solid.
Hah you're probably right.
Posted on Edit | Reply
#36
Anymal
FluffmeisterIt's a fair point, although with Raja and the "poor Volta" marketing team at Intel it's hard to say what will happen. I guess the bonus for them is they now have a decent R&D budget to play with.
Nvidia has far more long term intergrated team. If you give to Koduri 200 billions and ask him to gather his team and deliver gpu with 2080ti performance, how long would it take?
Posted on Reply
#37
ArbitraryAffection
20 series pricing is just ridiculous. I'm glad they're not selling as well.

Ngreedia.
Posted on Reply
#39
Fluffmeister
AnymalNvidia has far more long term intergrated team. If you give to Koduri 200 billions and ask him to gather his team and deliver gpu with 2080ti performance, how long would it take?
It's a valid question, as it stands it looks like Vega @ 7nm might finally compete with the EOL 1080 Ti, although with still worse perf per watt.... sad.
Posted on Reply
#40
Space Lynx
Astronaut
FluffmeisterIt's a valid question, as it stands it looks like Vega @ 7nm might finally compete with the EOL 1080 Ti, although with still worse perf per watt.... sad.
navi @ 7nm late summer or fall will be a different story.
Posted on Reply
#41
notb
Razrback16Ya just saw Nvidia down another ~5% today. I'll continue to enjoy watching them hemorrhage cash via the stock market.
You know that stock value is not how much money a company has, right?
lynx29navi @ 7nm late summer or fall will be a different story.
With one of the probable "different stories" being: no PC version of Navi at all.

I mean: with mining off the table and prices lower than Nvidia's, are they still making money in the PC GPU segment? Is it worth the fuss?
Posted on Reply
#42
mtcn77
You know this goes further than that, quoting the CEO, Nvidia's past business model was making the best chip out of their contemporaries and cannibalizing its performance at the earliest, in the next product launch cycle. This time around, since they had so much of the last generation stuff stocked, they broke that model and that is what bit them so hard.
Posted on Reply
#43
Anymal
Its all part of a longterm plan. They are 2 years ahead. Who the hell sold ATi to AMD, bastards.
Posted on Reply
#44
bug
lynx29navi @ 7nm late summer or fall will be a different story.
I've heard the same thing about Vega. And Polaris before that. And before that, the same story was upon us with each Bulldozer iteration.
I still wish (and need) AMD to be competitive, but it's been years since I've been in "I'll believe it when I see it" mode.
Posted on Reply
#45
Space Lynx
Astronaut
I am hoping Zen 2, 3700x impresses this summer.
Posted on Reply
#46
Fourstaff
They are still almost 5x their 2016 price, whoever bought NVDA then will still be laughing to the bank.
Posted on Reply
#47
Anymal
High hopes on the road to next recession.
Posted on Reply
#48
Unregistered
notbYou know that stock value is not how much money a company has, right?
You know that when people sell stock it comes from somewhere, and not thin air, right?
#49
notb
Razrback16You know that when people sell stock it comes from somewhere, and not thin air, right?
Investors trade - someone buys, someone sells. The company that issued the shares has nothing to do with it (unless it's buying its shares back, obviously).
Posted on Reply
#50
Unregistered
notbInvestors trade - someone buys, someone sells. The company that issued the shares has nothing to do with it (unless it's buying its shares back, obviously).
You're looking at things from too high a level - it's not a good thing when your company's stock value drops like NVidia's has (and I am aware they are not alone). They have problems with futures perception going by a number of articles I've read over the last few weeks. Investors don't have anywhere near the level of confidence they've had in the past, for a number of reasons, and with a number of folks selling shares on NVidia, as well as the earnings adjustments NVidia themselves have made recently, that will again curb at least a percentage of investors away. This results in less people investing their $ in NVidia.

Edit - just to add here, the last bit of your post is also incorrect. Here's a few snippets I pulled off of stackexchange that will help you understand why the stock price actually does impact the company, if the article here on TPU and it's clear title didn't do already do that. It's not usually an immediate impact, more of a "downstream" effect so-to-speak. I've had a considerable amount of money invested in the stock market for decades. :)
Add your own comment
Jan 26th, 2025 23:54 EST change timezone

New Forum Posts

Popular Reviews

Controversial News Posts