@blazorthon
Well, Market share up from 53% to 65% vs. AMD YoY for desktop etc
Notebook share increased from 47% to 66% YoY
Profit up from 117mil to 174mil YoY for this Q (non-gaap 215Mil!).
Record revenue, margins this year, record cash (up now to 3.74b)
TTM profit ~725mil vs. AMD 1.18Billion loss (this is pretty much getting your a$$ kicked no?)
Tegra, Tesla, and notebook GPUs all achieved record revenue.
30% of revenue now from NON-PC parts (tegra/cars etc)
tegra 4 has more design wins than tegra3 in it's whole lifetime and isn't out yet. Not bad
Tegra 5/6 (2014/2015 Denver/Boulder?) moving into AMD/Intel desktop/server cpu's turf.
Not sure if Denver/Boulder are completely separate from Logan/Stark or not but it's all good news no matter how that gets sliced...It's new markets again.
For all the talk about falling PC sales, PC unit shipments are only down 4.9% for Q4 vs last year and not every one of those ~5% houses a discrete GPU. I'm still baffled by everyone discounting nv shares when they're stealing a LOT of market share and adding units shipped which = more than the drop at intel's units shipped (if I actually considered these two items bound together, which NV's results say are NOT tied totally).
AMD/Intel/TI all down Revenue YoY, while NV gpu business up 8% YoY. Hmmm...Good products=good money? Not in all cases, but all things point to that being true here.
Beat the street 24 cents, with 28 cents (26c vs. 35c non-gaap). Umm, that's blowing the street away ~14% right?
Margins are at 53% (rather excellent, and expected to stay there this Q even amid declining T3 revenue as they await T4).
Tegra4 has a modem ability that T3 didn't which kept it from getting into many phones.
Global android tablets Q4 were 29.6 mil units (and tegra didn't get a ton of that unit #).
Global android phones Q4 were 160mil units. They now have a shot at 5-6x more market than tegra3 had.
You can't ship a modem-less phone so tegra3 had basically no chance there and power didn't get decent until Tegra3+ for a phone anyway (which seems too late). Not so now and it's much easier to prove compatibility when you own the modem.
Graphics on T4 look to be 20-30% faster than exynos5 with t604 and at least on par with ipad4, and exynos will need to upgrade to T658 for improvement in tablet perf in the coming 2560x1600 standard this year (google set it with nexus 10, and exynos can't game here without gpu improvement). T4 will replace exynos in tablets at this res as my dad's nexus is just too slow to game there (they should have matched Apple's res but dumb people buy larger numbers...LOL so google went above what they should have). I would have probably bought a nexus 10 myself if it was pushing Apple's ipad4 res. But decided to wait for exactly what Tegra4 will bring: ~30% over exynos5 or galaxys4 soc (is it a 544mp3, t658 or something else? so many rumors here), and actually have much better experience gaming, possibly just good enough to play 2560x1600 ok for a while - meaning the next wave of games I guess.
NV now has a dividend, and they bought back 100mil in shares this year, while adding to cash at 3.74B
Vanguard made a move upping to ~6.1% ownership (fidelity has ~over 10 last I checked) filing a 13G recently.
I didn't see anything to refute nino_z's comment in this case
For more detail (my take anyway) check the comment at anandtech here:
http://www.anandtech.com/show/6746/tegra-4-shipment-date-still-q2-2013
The anandtech post was fun...
I pasted some from there to here at little, it saved a bit of time... That post is probably more accurate than this one as I wrote them in tandem kind of with far more effort there. Can't really attack Anand himself (and his site) without checking all the data pretty good...LOL. But the point here is NV is doing something right based on their earnings report. Both amd/nv have great vid cards, but one is clearly losing the war I think.
Consoles won't save AMD either. OUYA, Steambox, Shield, etc will all hurt those sales which are already sliding. Shield brings your PC power to the TV so console is a tough sell to anyone with a good PC soon. When you upgrade your PC your shield device keeps getting better on your TV. Discounting the others mentioned, Shield alone means Xbox360 was my last console. I really don't think AMD won the next gen console war, I think NV outfoxed them all here and didn't desire the console wins. I think they desired to use the PC/Android combo to KILL consoles, which I like as the better path. Once consoles are dead, games will be made more heavily ON a pc, and I can continue to play on my TV whenever desired with a gamepad instead of my mouse/keyboard via shield1/2/3 etc... Raise your hand if you like consoles holding back PC game development. Shield ends this correct? I get android games out of the house (and thankfully NV chose stock android so this isn't a problem), PC games for a gamepad in my living room (sports etc I want on a tv..madden blah blah), and finally good old keyboard/mouse requiring games on the PC itself (strategy/great rpg/FPS). I don't use the xbox360 these days for more than sports and that's rare. It's used more as a media center than anything else and now not even that with roku/bluray beside it.
Shield may turn out to be the most brilliant move in gaming hardware in the last 20 years. They have from June-Dec to suck you in, then a lot of people will be buying a Kepler etc upgrade for the PC this xmas (if they don't already own one), not a console stuck in stone. All the console whiners (myself included) who reluctantly bought one last time, are easy targets for PC on the tv and portable gaming to boot (call the android games a bonus). I could even see them allowing others to make modified gamepads (with tiny lcd or not at all) using the same software for compatibility etc so more are satisfied by whatever pad type they like. Even in these cases they sell a soc & a gpu in the end (and upgrades on PC become more important to more people over time). Other candidates are anyone with some money tied into android software already as this puts those on tv too, avoiding buying games over and over for different devices. I see a lot of ways this works for NV and all of them hurt a console come xmas. Phones and tablets were already destined to do this to a degree (already hurting psvita/3ds etc), but I think MS/Sony better get their next gen's out the door in a hurry, as waiting until xmas is a real issue now (or any length past Shield debut). It looks like Sony may get this, assuming rumors floating around are true that they are pushing up the date of release. In the end I don't think it matters though. NV can update the device chip every year/every other year (better 2yr cycle IMHO for devs, though phones do it yearly anyway with socs), and keep inspiring you to buy PC gpus. IF phones/tablets weren't on the way to killing consoles, shield or something like it (getting PC to tv easily) would. I might be tempted to just get some games on the tv (pc & android) and not use it portable much (outside the home), and having the android games still on the go with a phone.
If they price this right, this war is over (and apple's phone war gets tougher too). Price it wrong, and the war just lasts longer, but I still believe it's already over (check console/handheld sales for proof of phone/tablet damages already). Do you see the brand new vita/3ds selling like hotcakes? Nintendo just cut Wiiu/3ds sales projections a few weeks ago. These are new and should be selling correct? Throw shield and all the phones/tablets coming up in the mix and xmas gets really muddy for consoles. You should be upping projections, not downing them on new stuff. Like samsung projections for GalaxyS4 at 100mil units. WOW. No fear eh? WiiU drops from 5.5mil to 4mil (projected) and 3DS from 17.5mil to 15mil. Not a good sign. They dropped software projections from 24mil units to 16mil (WOW). That's a huge cut in what you expect to move. I'm guessing they see the phone/tablet wall getting higher and now shield has to be even worse news. Xbox360 sales are down 29% reported last month. Google sales of any of these and you should be able to read the writing on the wall.
Tablet sales grew 75% Q4. Hmm...Thanks for reading the wall...ROFL (or not...).
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