CLAIM #46651 · NVIDIA Corporation (NVDA) · 2022Q4 earnings call · Feb 16, 2022 · due Jan 31, 2023
“We have just started shipments of our Orion-based product platform and expect to return to sequential revenue growth in Q1 with more meaningful inflection in the second half of the fiscal year and momentum building into calendar 2023”
Colette Kress · CFO
In context
“heme and superset their work with AI and physics. We also announced early access to Omniverse Cloud, which adds one-click capability to collaborate with other artists, whether across the room or across the globe. For digital twin applications, we announced the Isaac Autonomous Mobile Robot platform using Omniverse and securely orchestrated and cloud delivered with the platform optimizes operational efficiency and accelerate deployment from logistics remods. It consists of several NVIDIA AI technologies and SDKs, including data for high-precision mapping, metropolis or situational awareness and reop for real-time route optimization. Moving to automotive. Q4 revenue was $125 million, declined 7% sequentially and 14% from the year ago quarter. Fiscal year revenue of $566 million was up 6%. We have just started shipments of our Orion-based product platform and expect to return to sequential revenue growth in Q1 with more meaningful inflection in the second half of the fiscal year and momentum building into calendar 2023 [Technical Difficulty] I will now hand it over to Jensen to provide more color on this morning's automotive news. Jensen Huang: Thanks, Colette. Earlier today, we announced a partnership with Jaguar Land Rover to jointly develop and deliver fleets of software-defined cars. Starting in 2025, all new Jaguar and Land Rover vehicles will have next-generation automated driving systems, plus AI-enabled software and services built on the NVIDIA DRIVE platform. DRIVE Orin will be the AI computer brain running our DRIVE AV and DRIVE IX software. And the DRIVE Hyperion sensor network will be the central nervous system. This new vehicle architecture will enable a wide spectrum of active safety, automated driving and parking systems. Inside the vehicle, the system will deliver AI features, including”
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SEC filings for NVDA ↗ · Claim quote is verbatim from the 2022Q4 earnings call.