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NVIDIA Corp (NVDA) Presents at Morgan Stanley Technology, Media and Telecom Broker Conference Call - (Transcript)

Mar. 03, 2021 3:25 PM ETNVIDIA Corporation (NVDA) Stock1 Comment
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NVIDIA Corp (NASDAQ:NVDA) Morgan Stanley Technology, Media and Telecom Conference March 3, 2021 1:15 PM ET

Company Participants

Colette Kress - EVP & CFO

Conference Call Participants

Joseph Moore - Morgan Stanley

Joseph Moore

Hi. Welcome back, everyone. Thanks for joining us with NVIDIA. Before we start quickly, I have to read the safe harbor, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

So with that out of the way, I'm Joe Moore from the Morgan Stanley semiconductor team. I'm very happy to have with us today the CFO of NVIDIA, Colette Kress. Welcome, Colette.

Colette Kress

Thanks so much for having me. Appreciate it.

Joseph Moore

Sure. Anytime.

Question-and-Answer Session

Q - Joseph Moore

So maybe you just reported very strong numbers, obviously, and you continue to be dealing with pretty significant shortages. So maybe we could start there. You've had this tight supply situation, it keeps intensifying. And very clearly, that's because demand is really good, particularly in the gaming space. But given the supply is the binding constraint on your revenue growth, I want to understand kind of what the issues are? And is it you need another fab cycle to catch up where it's just the business is better than you forecast? Or is there an absolute inability to get wafers or inability to get substrates or things like that, that you need?

Colette Kress

Yes. Thanks, Joe. So Joe, I'm going to take also a little stop here to make a forward-looking statement as well. Keep in mind, throughout our discussion today, we may be discussing forward-looking statements, and this is an opportunity for folks to make sure that they read our information that we supply to the SEC through our 10-K and make

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Comments (1)

Sell this trash for $AMD. Nvidia is overpriced with only GPU
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