NVIDIA Q3 CY2016 Earnings

NVIDIA Revenue

Gro

wth

Y/Y

0%

15%

30%

45%

60%

Mill

ions

$0

$420

$840

$1,260

$1,680

$2,100

Feb’14 May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

NVIDIA Gaming Revenues

$0

$260

$520

$780

$1,040

$1,300

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

NVIDIA Pro Viz Revenues

$0

$44

$88

$132

$176

$220

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

Data Center Revenue

$0

$48

$96

$144

$192

$240

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

NVIDIA Automotive Revenue

$0

$26

$52

$78

$104

$130

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

NVIDIA OEM Revenues

$0

$72

$144

$216

$288

$360

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

Revenue By Segment

$0

$500

$1,000

$1,500

$2,000

$2,500

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

Gaming Pro Visualization Data Center Auto OEM & IP

Revenue % By Segment

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

Gaming Pro Visualization Tesla (HPC & Cloud) Auto OEM & IP

Revenue By Chip

$0

$429

$857

$1,286

$1,714

$2,143

$2,571

$3,000

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

GPU Tegra Other (Intel)

NVIDIA Revenue Growth By Segment

-100%

-50%

0%

50%

100%

150%

200%

May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

Gaming Pro Visualization Data Center (HPC & Cloud) Auto OEM & IP

NVIDIA Revenue Growth Contribution

-$250

-$167

-$83

$0

$83

$167

$250

$333

$417

$500

May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

Gaming Pro Visualization Tesla (HPC & Cloud) Auto OEM & IP

Margins

0.0%

8.6%

17.1%

25.7%

34.3%

42.9%

51.4%

60.0%

May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

Gross Margin Operating Margin Net Margin

Expenses / Revenue

0%

7%

14%

21%

29%

36%

43%

50%

Feb’14 May’14 Aug’14 Nov’14 Feb’15 May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16

COGS / Revenue R&D / Revenue SG&A / Revenue

Revenue Actual vs. Consensus Estimates

$500

$713

$925

$1,138

$1,350

$1,563

$1,775

$1,988

$2,200

May’15 Aug’15 Nov’15 Feb’16 May'16 Aug’16 Nov’16 Feb’17E

Consensus Actual