Record high Gross margin guidance = 57.5% Q1 FY17
Rising costs of 16nm node "forcing" NV to raise prices to accommodate higher costs are all lies. NV keeps raising prices and NOT passing on the cost savings of Moore's Law to consumers.
NV's loyal customer base keeps buying. Will be interesting to see just how high NV can keep raising prices with Volta and beyond. $699 for 1080 could foreshadow $799-999 1080Ti and Titan Pascal going up to $1300-1500.
Sounds like sour grapes to me.
This is a really nice quarter for NVIDIA and the guidance is awesome. They are delivering value to their shareholders -- what they are paid to do.
Why? I have $ to afford even 1080 Quad but I won't out of principle (even if Quad-SLI was supported on them technically). Reference 970 went up from $329 to $449 1080 or a $120 price hike. If the competitor does the same, I'll withhold my $ and spend it on other hobbies.
Why? I have $ to afford even 1080 Quad but I won't out of principle (even if Quad-SLI was supported on them technically). Reference 970 went up from $329 to $449 1080 or a $120 price hike. If the competitor does the same, I'll withhold my $ and spend it on other hobbies.
Yes and VC&G is a consumer forum, not an investor or shareholder forum. So if prices go up and margins go up, it's worse for consumers. It's as sample as it gets but you don't seem to get it.
And the price went down, actually. The GTX670 was introduced for $399. So the GTX1070 is cheaper than a similiar product launch 4 years ago.
And the price went down, actually. The GTX670 was introduced for $399. So the GTX1070 is cheaper than a similiar product launch 4 years ago.
while comparing models across is sort of pointless since you can fudge it how you like (we could call the 670 the second from top single gpu card in their 600 serues lineup which would make it comparable to a 1080 or even 1080Ti if they run another titan card in the 1000 series), if profit margins are going up they are either charging more or not sharing in new found savings. Which I suppose is good if your a shareholder and not so good if your a consumer.
They can raise their prices because there really is no competition!(same thing happened with Intel CPUs ever since AMD's Bulldozer debacle) Let's see what AMD brings to the table with Polaris. I remember back in the day Nvidia and AMD used to have price wars, i haven't seen a price war in years between them.
Also, did anyone notice that nearly half their earnings are NOT from GPUs? GPUs still comprise the majority of their sales, but they've really diversified and protected themselves from the declining PC market. Albeit PC gaming isn't declining (its on the rise actually), but kudos to them for covering their as$ in case things went sideways.
Gaming 687mil
BUT:
Professional Visualization, 189mil
Datacenter 143 mil
Automotive 113mil
OEM & IP 173mil
(618mil Non gaming revenue!)
Pretty slick on their part!
Sounds like sour grapes to me
This is a really nice quarter for NVIDIA and the guidance is awesome. They are delivering value to their shareholders -- what they are paid to do.
Cant be more happy for Nvidia. Why would i want the 1080 say 100 EUROs cheaper, when the "guidance is awesome" and shareholders are satisfied...
It's heartwarming to see people being so giddy about helping JHH buy another Ferrari and matching leather jacket.
The reason NVIDIA is doing so spectacularly well is that with each generation, performance/$ continues to go up.
GTX980Ti $500 AR and no doubt going down.
GTX1080 $699
60% more expensive for 25% more performance.
Hell even at "MSRP" it's 40% vs 25%.
Yeah, only stockholders could be happy about that.
It's heartwarming to see people being so giddy about helping JHH buy another Ferrari and matching leather jacket.