Braintree is growing rapidly, helping PayPal extend its reach in the mobile payment market.
eBay isn’t focused on same-day delivery. The company believes the majority of shoppers don’t like paying shipping costs associated with same-day delivery.
After the separation of PayPal and eBay, management wants to ensure each business is well capitalized with the flexibility to pursue eBay’s priorities.
In the 4Q14 earnings call, eBay’s management gave guidance for its business units, with PayPal’s 2015 revenue growth at 15%–18% on an FX-neutral basis.
EPS is an important metric that signifies the profitability of a company. eBay’s earnings per share was $0.90 in 4Q14 compared to Amazon’s $0.45 per share.
After the separation of eBay and PayPal, eBay management plans to pursue an IPO (initial public offering) or sale of eBay Enterprise.
Nvidia’s nearly $1-billion investment in Tegra processors could help the company gain traction in multiple markets.
Pilot projects at 44% of all high-performance computing sites were using Nvidia’s Tesla.
In fiscal 2015, the number of cars with Nvidia’s Tegra processors rose from 4.7 million to 7.5 million.
Nvidia expects its automotive segment to have a compound annual growth rate of 30%–40% over the next five years.
Nvidia’s cash balance has steadily increased from $0.7 billion to $4.6 billion over the past six fiscal years owing to strong cash flow generation.
PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.
Nvidia CEO Jen-Hsun Huang stated that the company’s strategy for Tegra is to “focus on automotive and gaming.”
In 4Q15, Nvidia’s gaming platforms grew more than 30% on a year-over-year basis.
The growing horizon of Android gaming is paving the way for Nvidia’s Shield.
In July 2013, Nvidia (NVDA) launched Shield. This was Nvidia’s maiden attempt to expand its presence in the gaming hardware market.
In 4Q14, Nvidia’s total add-in board shipments declined by 17.5% because more and more PCs are using higher-performance graphics chips.
Nvidia (NVDA) has invested almost $1 billion in its new Tegra K1 processor.
Due to the successful transition to Maxwell architecture and the seasonal increase in consumer PC sales, Nvidia’s GPU business grew 13% in 4Q15.
Nvidia posted 4Q15 revenue and non-GAAP earnings per share of $1.25 billion and 35 cents, respectively.