Financial Models
4 published · 3 C15-verified · 1 pre-IPO · last published: NVDA (2026-05-24)
- Window
- 16Q + 5A history · 8Q + 5A projection
- Segments
- 2
- KPI
- QoQ growth × segment (Compute & Networking / Graphics), with 5-market memo overlay
- Thesis
- AI infra cycle: Blackwell B300 + Vera Rubin H2 FY27; FY27E +71% revenue, decel to +8% by FY31
- Updated
- 2026-05-24 · 41 KB
- Window
- 2Q + 3A (S-1 disclosure depth) history · 8Q + 5A projection
- Segments
- 3
- KPI
- QoQ growth × segment (Space / Connectivity / AI)
- Thesis
- Pre-IPO from S-1 (May 2026); Starlink subs scaling 8.9M → 30M+; xAI compute buildout; FY26 +14% → FY30 +15%
- Updated
- 2026-05-24 · 29 KB
- Window
- 16Q + 5A history · 8Q + 5A projection
- Segments
- 4
- KPI
- QoQ growth × segment (Garena / Shopee / Monee / Other)
- Thesis
- Shopee ROW expansion (Brazil/Latam) + Monee consumer credit compounding; FY26 +32% → FY30 +13%
- Updated
- 2026-05-20 · 52 KB
- Window
- 16Q + 5A history · 8Q + 5A projection
- Segments
- 7
- KPI
- QoQ growth × segment (CCG / DCAI / NEX / Intel Foundry / Mobileye / All Other / Eliminations)
- Thesis
- Intel Foundry external customer ramp + DCAI AI server share recovery; FY26 +6.5% → FY30 +8.1%
- Updated
- 2026-05-17 · 44 KB
Methodology
Every projected revenue cell traces to a KPI/driver row (C14). Terminal driver cells are rates, counts, or historical anchors — never typed-in projected dollar levels (C15). Every subtotal-vs-reported reconciliation row ties to $0 (C13). Each model is written per-ticker against its actual schema — no cloning, no level-input shortcuts.
