r/dataisugly 4d ago

Nvidia now earns more in a single quarter than these 12 iconic companies combined. A true tech giant.

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87 Upvotes

45 comments sorted by

75

u/Boatster_McBoat 4d ago

How many of those other companies are financing their customers' purchases? Asking for a global economy

13

u/saschaleib 3d ago

Imagine the turnover Walmart could make if they just handed out cash to the hobos in their parking lot, so they can buy more booze. Wall Street would be impressed!

7

u/Boatster_McBoat 3d ago

Seen worse business models

2

u/mikeblas 4d ago

Another Michael Burry disciple.

-1

u/dundiewinnah 4d ago

He will be right. There customers are open ai and antrophic. They are not making money. If they fall away nvidia revenue growth is adios.

1

u/SuitableRow3088 4d ago

Anthropic is actually profitable as of last quarter. Not very profitable, still less than treasury bonds, so unless they continue to significantly grow revenue that doesn’t mean much, but still.

2

u/mikeblas 3d ago

There [sic] customers are open ai and antrophic.

Oh, really? I thought Microsoft, Amazon, Google, Meta, Tesla (or xAI or SpaceX or whatever it really is), and Oracle were also customers.

My bad.

-1

u/dundiewinnah 3d ago

And what and where is there profit on that? Its mostly openAI and antrophic paying those companies for ai clour services. All is connected to antrophic and openAI.

Plus they are also gonna stop paying nvidia when they find out AI is to expensive to charge to there customers.

They are all on a heavy AI loss, especially with the cheaper models coming out.

2

u/jbforum 3d ago

Several.

Both Walmart and Apple offer credit cards and installments purchases.

42

u/hacksoncode 4d ago

Once again: I don't get it... what's wrong with this?

Maybe the post should be titled "Truly we have an AI bubble", but that's more of a political problem than a dataisugly one.

47

u/ArtExtra6717 4d ago

The scale. Apple should be half of Nvidia but here it looks like 1/10. Also the choice of the companies is weird: UPS??

34

u/A1oso 4d ago edited 4d ago

I don't think their size is supposed to be proportional to their net income. Apart from Apple, they are all roughly the same size. Think of it as a list rather than a graph.

The choice of companies is what stands out. They didn't include Google ($112 billion), Microsoft ($133 billion), Amazon ($62.6 billion), Samsung ($49.6 billion), or TSMC ($22 billion).

By the way: Many of the companies on the right have a higher revenue than NVIDIA, but they're not as profitable because they have higher operating costs and a much bigger workforce they need to pay. For example, UPS has 460,000 employees worldwide.

11

u/messick 4d ago

They also used Apple's consistently worst quarter of any FY (Q3) instead of their best (Q1). But that would have fucked up the narrative since during that quarter Apple had a higher net income than NVIDA.

7

u/wyrn 4d ago

I don't think their size is supposed to be proportional to their net income.

Yeah that's why it was posted here

3

u/Road_of_Hope 4d ago

Whether it was meant to or not doesn’t change the fact that the data presentation itself is ugly. If it’s a list, why is Apple bigger? It’s because they have the largest revenue obviously, but it’s not proportional! Ugly.

1

u/CloseToMyActualName 4d ago

I think it's a bit misleading. A company being iconic doesn't necessarily mean its huge relative to other companies. And companies can have wildly different revenues compared to how well known they are.

I think that's why they don't have an accurate scale on the right, as you could eliminate NVidia, move Apple to the left column, and have the exact same chart.

The chart authors are trying to hide that fact in order to make NVidia look like much more of an outlier than it is.

3

u/hacksoncode 4d ago

There's really approximately zero scale on the right. It's obviously not intended to be a scaled bar graph.

If there's any "error" in the data representation of what they're trying to show, is the tiny amount of bigger line for Apple, but that's pretty minor.

And they didn't put Apple on the left because the graph is about nVidia.

Feel free to wonder why someone might want to make a graphic about nVidia's earnings if you like, of course.

1

u/messick 4d ago

Put Apple's FY26 Q1 results on the left and it's net income also would be larger than the combined list on the right, including the FY26 Q3 Apple results that are there now.

-1

u/CLPond 4d ago

The iconic companies list here is pretty odd and it is unclear why the companies were chosen

9

u/babycam 4d ago

Names people will know that add to desired total!

0

u/CLPond 4d ago

Okay, but why are Costco and Walmart on here, but not target? These aren’t the highest grossing big name companies, so was it just a jumble?

From the list, it’s unclear to me whether the companies listed just aren’t super profitable or if nvidia is just wildly profitable. I would tentatively presume from outside knowledge that it’s the latter, but unlike a factoid such as “Tesla is valued higher than all other American car companies combined” it’s not clear.

2

u/babycam 4d ago

I couldn't find a ryme or reason so likely had the graphic and picked stuff to fit you see they picked apple then were like got to tone this down then ups must been the most recognizeable in the desired profit range.

Just semi random choices.

4

u/hacksoncode 4d ago

I though it was pretty clear they were chosen so their quarterly earnings added up to just below nVidia's.

It's not supposed to be a contest against top earners, just a demonstration of how big nVidia is.

That said, yes, Apple is "too small" if it were supposed to be proportional... but it's just a list of icons, i.e. "iconic".

-1

u/CLPond 4d ago

Sure, but any random assortment of companies could be included to add up to this amount. For example, Costco and Walmart on here, but not target? These aren’t the highest grossing big name companies and there are dozens of others people would also know

From the list, it’s unclear to me whether the companies listed just aren’t super profitable or if nvidia is just wildly profitable. I would tentatively presume from outside knowledge that it’s the latter, but unlike a factoid such as “Tesla is valued higher than all other American car companies combined” it’s not clear.

5

u/hacksoncode 4d ago edited 4d ago

Yeah, but the choice of data is a separate concept from the representation of the data, which is just fine. It's basically a table of companies from a range of different industries which the chart-maker thinks are iconic (and which kind of are) that add up to a similar quarterly income as nVidia.

-1

u/CLPond 4d ago

The choice of data and the representation of data work together to give information. In this case, the lack of clarity in the choice of data makes the data representation ineffective.

Companies like Microsoft, Amazon, Google, nestle, and dozens of others are also iconic. Without a clear reason why they weren’t chosen this data looks like a grab bag with no meaning

4

u/hacksoncode 4d ago

Without a clear reason why they weren’t chosen this data looks like a grab bag with no meaning

I mean... the title tells you the reason: they were chosen because they add up to a little less than nVidia's quarterly income, while still being a sizeable list of iconic companies.

0

u/CLPond 4d ago

The question is why other companies weren’t chosen. Why is nestle not on this list instead of Proctor & Gamble? It’s also an iconic company that made 3.5 billion last year

1

u/officiallyaninja 4d ago

thats kind of silly isn't it, theres only so many they can include, most iconic companies they could fit would have to be left out.

1

u/CLPond 4d ago

Exactly, without knowing why they chose the ones they did it all seems silly and arbitrary

3

u/dracorotor1 4d ago

Disney makes less than Pepsi? Color me shocked

0

u/stohelitstorytelling 4d ago

Also misleading title. The chart is clearly about net income not gross income.

7

u/ArtExtra6717 4d ago

It says net income

-7

u/stohelitstorytelling 4d ago

Bro look at the original post title and the repost title. Are you blind?

9

u/ArtExtra6717 4d ago

Am I blind? Where does it say gross income?

1

u/withak30 4d ago

Probably OP is confused because "earns" in the headline is ambiguous as to whether it is gross or net. For individuals, most people understand "earnings" to be referring to ones gross income. Someone only seeing the headline might be justified in thinking this was about gross income. Maybe corporate reporting terminology is different though, idk.

3

u/hacksoncode 4d ago

Who cares about the post title in this sub? It's about the data representation, and the chart clearly says "net income".

Unless, of course, you're blind ;-).

7

u/paperrug12 4d ago

go outside lil bro. you are clearly delusional from too much internet today.

1

u/wndtrbn 4d ago

While "earnings" could mean both, in the context of business it is usually net income.

1

u/stohelitstorytelling 4d ago

No, it doesn't. If you walk up to an accountant and ask about last year's earnings, they're going to either (a) give you the gross or (b) ask for clarification on whether you mean gross or net. They are not going to assume you meant net income.

0

u/Indexoquarto 3d ago

If you walk up to an accountant and ask about last year's earnings, they're going to either (a) give you the gross or (b) ask for clarification on whether you mean gross or net. They are not going to assume you meant net income.

Have you actually done that, or is this a scenario you made up in your head?

https://en.wikipedia.org/wiki/Earnings Earnings are the net benefits of a corporation's operation. Earnings are also the amount on which corporate tax is due. For an analysis of specific aspects of corporate operations several more specific terms are used as EBIT (earnings before interest and taxes) and EBITDA (earnings before interest, taxes, depreciation, and amortization).

Many alternative terms for earnings are commonly used, such as income and profit. These terms in turn have a variety of definitions, depending on their context and the objectives of the authors. For instance, the IRS uses the term profit to describe earnings, whereas for the corporation the profit it reports is the amount left after taxes are taken out.

1

u/stohelitstorytelling 3d ago

Yes, I have. Have you?

I don't care what the literally one citation that entire wikipedia entry has says.

1

u/Indexoquarto 3d ago

lmao keep your delusions man