NVIDIA Stock Tumbles Amidst Analyst Talk of Gaming's Decline

[Xaled]

As for historical prices - inflation adjusted from a Reddit post:

http://i.imgur.com/SE3TNqZ.png

well this alone can expalin why pc gaming is going to die

 

[FordGT90Concept]

It isn't, just buy AMD.

"Ngreedia" is a title earned, clearly.

 

[ironwolf]

Can't spell analyst without the ANAL.

 

[Dimi]

I like how people complain about GPU prices, but when you look at the price of today's games, all is good right?

Its sad when you could buy a GTX 1060 or an RX480 for the price of 2 games (EA).

Battlefield Ultimate Deluxe Edition (Premium) 130$
Any other Super Deluxe version whatever BS 99$

 

[the54thvoid]

Battlefield Ultimate Deluxe Edition (Premium) 130$

I'd pay more for the Edition that removes the mutha freaking snipers.

 

[R0H1T]

Say the fuck what? A couple of shysters essentially play the market to reduce Nvidia stock price to buy stocks themselves before they release a 1080ti that will probably help stock price again. This is why the share markets and share 'values' are just plain evil. Creating wealth out of nothing and destroying value by rumour. It's absolutely insane.

Have they even read this stuff:

http://jonpeddie.com/publications/pc_gaming_hardware_market_report

Well it's not like AMD will hit them in their bread & butter laptop segment with Ryzen APU &/or Vega mGPU is it? Then there's Knights Hill & Knights Mill targeting the even more lucrative HPC segment, the analysts are wary & rightfully so.
The Titan or 1080Ti will not bail Nvidia out if any or both of these companies succeed in the target(ed) areas.

 

[Vayra86]

We are looking way too much at 'how is gaming doing' and way too little at 'What is Nvidia'

Nvidia makes GPUs and doesn't do that well at everything else. They're losing their ARM invasion attempt. They're trying something with cars and deep learning but only their powerpoint slides look good on that. They have their supercomputing stuff. They achieve all this with just ONE product that they keep improving and adapting for different purposes. Nvidia is a lot of things, but its not a 'lean' company. It is forced to focus on this one product and extract everything they can from it. That represents risk.

Meanwhile, since Maxwell they haven't brought anything new. Pascal is just Maxwell v2. Tegra won't fly. And Volta is still a distant fantasy. We've all been looking at AMD and its stagnating GPU offerings, but what about Nvidia? They may have 'the fastest' but perhaps they too, are now a bit out of ideas? Don't forget that we were promised something different with Pascal, instead they just postponed half of Maxwell's improvements for a full gen, because they could still extract +30% perf across the whole product stack.

Meanwhile, gaming will be doing fine. VR, not so much. Perhaps that is the 'gaming' these analysts refer to, because Nvidia IS the only one offering decent GPU for that high performance level at this time and 1080p is still the dominant res for everyone else, in which case their latest GPU range really has very little to offer. That alongside a reality check of the current stock price I think is what's happening here.

The 1080ti won't bail anyone out btw, that's just something Nvidia does for giggles ever since they launched the first Titan. They have the big die anyway, why not slap some cheap memory around it and resell it for premium prices. That SKU isn't and never was or will be a product primarily designed for gaming. Look at where it came from and what it is today, stripped of everything that makes it what it was originally.

 

[the54thvoid]

Well it's not like AMD will hit them in their bread & butter laptop segment with Ryzen APU &/or Vega mGPU is it? Then there's Knights Hill & Knights Mill targeting the even more lucrative HPC segment, the analysts are wary & rightfully so.
The Titan or 1080Ti will not bail Nvidia out if any or both of these companies succeed in the target(ed) areas.

Read the OP. That's what I'm responding to in the quote you have used from me.

Gaming in decline....

No. It's not.

As for other things, yes - absolutely true. But the actual surge was off the back of the AI investment and touting. As little as Nvidia's income is from AI and autonomous vehicles, it was that which pumped up their share price - not so much the gfx division.

 

[R0H1T]

Read the OP. That's what I'm responding to in the quote you have used from me.

Gaming in decline....

No. It's not.

As for other things, yes - absolutely true. But the actual surge was off the back of the AI investment and touting. As little as Nvidia's income is from AI and autonomous vehicles, it was that which pumped up their share price - not so much the gfx division.

Don't see anything wrong with ~ "valuation and a tempered outlook for gaming."

The Ryzen APU & Vega GPU both will hit Nvidia hard, in gaming, especially if there's an HBM2 APU released later in the year, though I'd expect them to debut no sooner than 2018.

 

[MT66]

AMD Ryzen, Nvidia falling.

 

[mcraygsx]

What are you smoking? I never saw a GFX card over $800CAD untill nVidia made it so. Now it's normal??? WTF

I have to agree with you here. Prices are higher then ever since there is no real competition in the market right now.

 

[Bjorn_Of_Iceland]

Just went and had a peak on nvidia stock price.. damn... skyrocketed in just 2 years o_0. Was it because of Pascal and the non existent competition?

 

[Casecutter]

As for historical prices - inflation adjusted from a Reddit post:

I'd sure like that chart adjusted to show the selling price of each over time not just MSRP points(not sure what price they are showing), as that's where eithers value proposition does become evident in the "between" of such points.

Now these analyst might be misguided, but not totally wrong either. For many of the topics, complaint, etc. discussed here are concerning. Now if some of their (analysts) concerns comes to fruition, the upside is Nvidia might find the need to get in and work, not be so much "we do what we want and we still get more of our nut!" This could be the little dose of "humble-pie" that could make Nvidia be concerned they need to listen, more determined to hold market share and might mean some price reconsideration, to show competitiveness. I see it as good.

 

[Manu_PT]

Meanwhile PS 4 is beating every videogames industry record of all time...

Some will get triggered, but I dont care.

 

[Fluffmeister]

After another record quarter, we're back to nVidia are doomed again!

 

[cryohellinc]

smear campaign financed by AMD. Cheap and Dirty.

 

[rtwjunkie]

Say the fuck what? A couple of shysters essentially play the market to reduce Nvidia stock price to buy stocks themselves before they release a 1080ti that will probably help stock price again. This is why the share markets and share 'values' are just plain evil. Creating wealth out of nothing and destroying value by rumour. It's absolutely insane.

Have they even read this stuff:

http://jonpeddie.com/publications/pc_gaming_hardware_market_report

I'm glad you said what I was about to as soon as I saw the article. Two fuckheads who have probably never gamed a day in their life because they dream nerd-number accounting and stock market analyst graphs in technicolor decide gaming outlook is grim. Boom, stock drops. DA FUQ?!!

I play equally in both camps' GPU's so I will call these two asshats out as having an agenda.

 

[dorsetknob]

Analyst=Unqualified to flip a burger.

Analyst=Qualified to add cheese

 

[kn00tcn]

What are you smoking? I never saw a GFX card over $800CAD untill nVidia made it so. Now it's normal??? WTF

what kind of fallacy is this? hardware is priced in USD, when the CAD drops, we pay more http://www.xe.com/currencycharts/?from=CAD&to=USD&view=5Y

also, the card price didnt exactly 'increase' https://www.techpowerup.com/forums/...verall-prices-rise.230128/page-3#post-3599748

Just went and had a peak on nvidia stock price.. damn... skyrocketed in just 2 years o_0. Was it because of Pascal and the non existent competition?

did you not check amd? 6x increase in under a year!

 

[FordGT90Concept]

Just went and had a peak on nvidia stock price.. damn... skyrocketed in just 2 years o_0. Was it because of Pascal and the non existent competition?

Nope, deep learning especially the auto industry. It's the "next big thing" and NVIDIA was miles ahead of everyone else so investors threw money at them. That market has kind of been saturated now (not many buyers) in addition to the whole Intel licensing deal ending is a one-two punch that caused these credit rating services to degrade NVIDIA.

 

[Manu_PT]

Now I understand why suddenly Nvidia is interested in entering the console market and fight against amd on next-gen consoles. Nintendo Switch was only the beggining it seems.

Let´s be honest, 95% of PC revenue comes from free to play, Moba, RTS, MMO, CS:GO titles. Low demanding games where most of the userbase is.

The userbase running Watch Dogs 2 or some other ubisoft/activision console port at 1440p 144hz extra textures, by brute forcing it with a 500€ GPU, are a ... NICHE.

 

[rtwjunkie]

Let´s be honest, 95% of PC revenue comes from free to play, Moba, RTS, MMO, CS:GO titles. Low demanding games where most of the userbase is.

The userbase running Watch Dogs 2 or some other ubisoft/activision console port at 1440p 144hz extra textures, by brute forcing it with a 500€ GPU, are a ... NICHE.

Wow, I bow to your superior intellect and knowledge.

Of course it appears you are unaware of the sheer numbers and near balance between PC's and consoles, so I can understand your misplaced statement.

 

[Xzibit]

Say the fuck what? A couple of shysters essentially play the market to reduce Nvidia stock price to buy stocks themselves before they release a 1080ti that will probably help stock price again. This is why the share markets and share 'values' are just plain evil. Creating wealth out of nothing and destroying value by rumour. It's absolutely insane.

Have they even read this stuff:

http://jonpeddie.com/publications/pc_gaming_hardware_market_report

Yet you read their latest Feb 15,2017 report and you get.

Year-to-year total GPU shipments decreased 1.9%, desktop graphics decreased 3% notebooks decreased 1%.

The overall PC market increased 3.96% quarter-to-quarter, and decreased 3.55% year-to-year.

JPR - Nvidia, and AMD Increase GPU Attach Rates Total GPU Shipments Remain Flat

 

[Rockarola]

We are looking way too much at 'how is gaming doing' and way too little at 'What is Nvidia'

Thank you for thinking, analyzing and not just swearing at those who dare to have a different opinion.
(I think that you are mostly right, but I also think that these two jokers are playing the market...look at their previous recommendations)

 

[Vayra86]

I have to agree with you here. Prices are higher then ever since there is no real competition in the market right now.

GTX 690 also was at 999 EUR for a long long time... Dual GPU indeed, but still, it was the top dog. And then came Titan, and we spent even more than 999 on single. 2012... Back when AMD was 100% competitive on GPU.