NVDA vs INTC: A Tale of Two Tech Titans

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Welcome to another edition of ChartWiz, where we visualize financial data in bite-sized portions. In today’s edition we break down recent earnings, including Nvidia’s insane growth and more.

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RECENT EARNINGS BREAKDOWN

Over the last 40 quarters, NVDA has reported a substantial increase in revenue, showing an impressive 1,900% growth. Starting at $1.1 billion, their quarterly earnings have surged to $22.1 billion, reflecting a solid and consistent financial performance. This growth indicates the company's strong market position and its ability to adapt and thrive amidst industry changes. NVDA's recent earnings report suggests a positive outlook for the company's future, as they continue to exceed financial expectations.

NVDA's recent earnings highlight a remarkable shift in their business, with data center revenue becoming the new powerhouse. The data center segment has soared by 32,200%, from $57 million to a notable $18.4 billion. This growth outpaces the company's traditional gaming revenue, which also saw a significant rise of 519.7%, climbing from $468 million to $2.9 billion. The data center's rapid expansion underscores NVDA's successful pivot towards high-demand cloud computing and AI services, sectors that are becoming increasingly crucial in the digital economy. NVDA's strategy to focus on data centers has clearly paid off, positioning them for sustained growth in a forward-looking market.

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HOW DO THEY MAKE MONEY

NVDA Revenue - Nearly 10 Years Ago (Q4 2015)

NVDA Revenue - Now (Q4 2023)

10 Years Ago:

• Gaming: Contributed 65.9% of the total revenue with $646M out of $980M.

• Data Center: Made up 9.0% with $88M.

• Professional Visualization: Accounted for 19.4% with $190M.

• Automotive: Comprised 5.7% with $56M.

Now:

• Gaming: Now accounts for 13.2% of the total revenue with $2.9B out of $22.04B.

• Data Center: Represents 83.6% with $18.4B, a significant shift.

• Professional Visualization: Now 2.1% with $463M.

• Automotive: Holds 1.3% with $281M.

Growth in Each Segment:

• Gaming: Grew by 349% ($646M to $2.9B).

• Data Center: Grew by an incredible 20,909% ($88M to $18.4B).

• Professional Visualization: Increased by 144% ($190M to $463M).

• Automotive: Saw a 402% rise ($56M to $281M).

COMPANY VS COMPANY

Remember Intel (INTC)?

In the semiconductor arena, a clear delineation is emerging between value and growth plays, exemplified by INTC and NVDA. Over the past 40 quarters, INTC, a longstanding leader in chip-making, has seen a steady increase in revenue, climbing 20.7% from $12.8 billion to $15.4 billion. This growth, while significant, positions INTC as a "value" play, suggesting a stable investment with reliable returns.

In contrast, NVDA has been labeled as a "growth" play, with its revenue skyrocketing by an astonishing 1,900% from $1.1 billion to $22.1 billion in the same period. This explosive growth indicates a market perception of NVDA as a company with high potential for future earnings and expansion.

Investors might view INTC as a more conservative investment, whereas NVDA represents an opportunity for those seeking dynamic growth potential. The distinction reflects not just the financials but also investor sentiment on the future of technology and the roles these companies are expected to play.

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HISTORICAL RETURN

How $10,000 Invested in Intel (INTC), and Nvidia (NVDA), Would Have Returned 10 Years Ago.

A decade ago, an investment of $10,000 in NVDA would have been a strategic masterstroke, yielding a return that soared to $1.509 million today. Comparatively, the same investment in INTC would have grown to $17,557. This stark contrast in investment growth showcases NVDA's remarkable ascent in the market, driven by groundbreaking product developments and strategic market positioning. These figures highlight the divergent paths the two tech giants have taken, with NVDA securing a dominant stance in high-growth sectors such as gaming, data centers, and AI technologies, which has translated into exceptional returns for its investors.

WORD FROM WIZ

That’s all we have for you in today’s edition of ChartWiz. If you found this valuable, please consider forwarding it to a friend.

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Have a fantastic week!

-Wiz

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