Established 1999
     
8,000 companies from USA and India.  
   
Search over 25,500 news articles and 8,000 companies earnings    
 
Market Update : 
NVIDIA Corp. Q4 2010 Earnings Call Transcript
Author: 123jump.com Staff
123jump.com
Last Update: 12:45 AM ET March 16 2010


(Continued)

Email article | Print article

 
Well, we certainly haven’t raised prices on the marketplace. The benefit of being this constrained is that you could make adjustments on product mix, but those adjustments are still rather hard to do because customers are lined up and we’ve made commitments to customers with respect to the products that we would ship them and so to the best of our ability, we try to honor those commitments.

And so supply constraints are, it takes -- it makes the market a little bit less disruptive from a pricing perspective because people are mostly focused on fulfilling demand. But and it helps us with some amount of modest mix benefits but overall we haven’t raised prices on the customers.

Daniel Berenbaum - Auriga USA

Okay. Great. Thanks very much.

Operator

Our next question comes from the line of Glen Yeung with Citigroup. Please proceed with your question.

Glen Yeung - Citigroup Investment Research

Thanks. You know, when you take into account all the moving parts at NVIDIA for this upcoming year, think about the MCP business versus things like Tegra, for example. When I look at what would be a seasonal year, if we assume it would a seasonal year for PCs, should we expect above, below or average seasonal growth for NVIDIA?

Jen-Hsun Huang

We -- well, I was going say, right now we’re constrained at least in the first half, right. So seasonality I don’t think is going to have a significant bearing on what revenue we’re going to put up on the topline. Our topline’s going to be more dictated by allocation than it is by normal end user seasonality. The second half is anyone’s guess.

Glen Yeung - Citigroup Investment Research

Yeah. Okay.

Jen-Hsun Huang

If you look at our -- if you look at the moving parts it kind of boils down to this. Fermi is going to be a growth driver for us. We’ve, we’re in mass production now with Fermi and Fermi not only ships into the GeForce market and brings incredible new capabilities to that market, Fermi also grows into two other markets.

One is Tesla and OEMs are lined up and designing servers and high-performance supercomputers dedicated to Tesla. Supercomputers are being built around the world waiting for the new Tesla.

And so this Fermi architecture grows into new markets. It also creates new types of products for our Quadro family and so those are new growth drivers. So the Fermi architecture is really important to us.

The second is 3D Vision.

Glen Yeung - Citigroup Investment Research

Okay.

Jen-Hsun Huang


$16.15
1.57%
click on symbol for profile



  1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16

 


 
Sources: Data collected by 123jump.com and Ticker.com from company press releases, filings and corporate websites.
Market data: BATS Exchange. Inc.

350 Fund Managers Interviews - 10-year Annual earnings on 4,600 U.S. companies - 20-quarter Earnings on 3,800 U.S. companies - 3,200 U.S. IPO Prospectuses
- 2,100 Economic data releases from U.S., EU, UK, India, HK and Australia. 10-year Annual reports on 3,500 U.S. companies -
U.S. Earnings Calendar with 4,800 companies - 90,000 10-K reports - 26,000 Global markets news archive - 2,200 Earnings Conference Call Summaries

Other Sites:
© 1999-2012 123jump.com. All rights reserved