Segment Information (Tables)
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9 Months Ended |
Oct. 27, 2024 |
| Segment Reporting [Abstract] |
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| Schedule of Reportable Segments |
The table below presents details of our reportable segments and the “All Other” category. | | | | | | | | | | | | | | | | | | | | | | | | | | Compute & Networking | | Graphics | | All Other | | Consolidated | | | | | | | | | | | (In millions) | Three Months Ended Oct 27, 2024 | | | | | | | | | Revenue | $ | 31,036 | | | $ | 4,046 | | | $ | — | | | $ | 35,082 | | | | | | | | | | | Operating income (loss) | $ | 22,081 | | | $ | 1,502 | | | $ | (1,714) | | | $ | 21,869 | | | | | | | | | | Three Months Ended Oct 29, 2023 | | | | | | | | | Revenue | $ | 14,645 | | | $ | 3,475 | | | $ | — | | | $ | 18,120 | | | | | | | | | | | Operating income (loss) | $ | 10,262 | | | $ | 1,493 | | | $ | (1,338) | | | $ | 10,417 | | | | | | | | | | Nine Months Ended Oct 27, 2024 | | | | | | | | | Revenue | $ | 80,157 | | | $ | 11,009 | | | $ | — | | | $ | 91,166 | | | | | | | | | | | Operating income (loss) | $ | 57,977 | | | $ | 4,111 | | | $ | (4,669) | | | $ | 57,419 | | | | | | | | | | Nine Months Ended Oct 29, 2023 | | | | | | | | | Revenue | $ | 29,507 | | | $ | 9,312 | | | $ | — | | | $ | 38,819 | | | | | | | | | | | Operating income (loss) | $ | 19,149 | | | $ | 3,751 | | | $ | (3,542) | | | $ | 19,358 | |
| | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended | | Nine Months Ended | | Oct 27, 2024 | | Oct 29, 2023 | | Oct 27, 2024 | | Oct 29, 2023 | | | | | | | | | | (In millions) | | Reconciling items included in "All Other" category: | | | | | | | | | Stock-based compensation expense | $ | (1,252) | | | $ | (979) | | | $ | (3,416) | | | $ | (2,555) | | | Unallocated cost of revenue and operating expenses | (307) | | | (198) | | | (816) | | | (515) | | | Acquisition-related and other costs | (155) | | | (135) | | | (441) | | | (446) | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Other | — | | | (26) | | | 4 | | | (26) | | | Total | $ | (1,714) | | | $ | (1,338) | | | $ | (4,669) | | | $ | (3,542) | |
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| Schedule of Revenue by Geographic Regions |
Revenue by geographic area was as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended | | Nine Months Ended | | | Oct 27, 2024 | | Oct 29, 2023 | | Oct 27, 2024 | | Oct 29, 2023 | | | | | | | | | | | (In millions) | | Revenue: | | | | | | | | | United States | $ | 14,800 | | | $ | 6,302 | | | $ | 41,318 | | | $ | 14,730 | | | Singapore | 7,697 | | | 2,702 | | | 17,356 | | | 4,506 | | | China (including Hong Kong) | 5,416 | | | 4,030 | | | 11,574 | | | 8,360 | | | Taiwan | 5,153 | | | 4,333 | | | 15,266 | | | 8,968 | | | Other countries | 2,016 | | | 753 | | | 5,652 | | | 2,255 | | | Total revenue | $ | 35,082 | | | $ | 18,120 | | | $ | 91,166 | | | $ | 38,819 | |
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| Schedules of Concentration of Risk, by Risk Factor |
Sales to direct customers which represented 10% or more of total revenue, all of which were primarily attributable to the Compute & Networking segment, are presented in the following table: | | | | | | | | | | | | | | Three Months Ended | | Nine Months Ended | | | Oct 27, 2024 | | Oct 27, 2024 | | | | | | Customer A | 12 | % | | * | | Customer B | 12 | % | | 11 | % | | Customer C | 12 | % | | 11 | % | | Customer D | * | | 12 | % |
* Less than 10% of total revenue The customer references of A-D above may represent different customers than those reported in a previous period.
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| Schedule of Revenue by Specialized Markets |
The following table summarizes revenue by specialized markets: | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended | | Nine Months Ended | | | Oct 27, 2024 | | Oct 29, 2023 | | Oct 27, 2024 | | Oct 29, 2023 | | | | | | | | | | | (In millions) | | Revenue: | | | | | | | | | Data Center | $ | 30,771 | | | $ | 14,514 | | | $ | 79,606 | | | $ | 29,121 | | | Compute | 27,644 | | | 11,908 | | | 69,640 | | | 23,877 | | | Networking | 3,127 | | | 2,606 | | | 9,966 | | | 5,244 | | | Gaming | 3,279 | | | 2,856 | | | 8,806 | | | 7,582 | | | Professional Visualization | 486 | | | 416 | | | 1,367 | | | 1,090 | | | Automotive | 449 | | | 261 | | | 1,124 | | | 810 | | | OEM and Other | 97 | | | 73 | | | 263 | | | 216 | | | Total revenue | $ | 35,082 | | | $ | 18,120 | | | $ | 91,166 | | | $ | 38,819 | |
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