NVIDIA shares were down 20% following a disappointing quarter and guidance. We use Viewer to pull important commentary from their earnings call as well as take a look at the previous quarter's transcript to show what most analysts might have missed.
NVIDIA Shares were down nearly 20% following a disappointing quarter and guidance. Through Amenity Viewer, we identified the underlying issues in just a few clicks, and found NVIDIA may not be the "masters at managing our channel" that they claimed in August.
As highlighted by the Key Drivers, a quick scroll through the insights in the Guidance and Cost-Price categories reveals the story:
We look to the Q2 earnings call for more context, and find this issue was specifically addressed.
CJ Muse, Evercore ISI:
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This communication does not represent investment advice. Transcript text provided by S&P Global Market Intelligence.
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