| Stage | NVDA | % of rev | AXTI | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $96.2B | 100.00% | $48M | 100.00% | NVDA ×2021.92 |
| Gross profit | $72.1B | 74.98% | $21M | 44.90% | NVDA +30.1pp |
| Operating income | $63.7B | 66.24% | $10M | 21.90% | NVDA +44.3pp |
| Pre-tax income | $71.5B | 74.32% | $15M | 31.80% | NVDA +42.5pp |
| Net income | $59.7B | 62.03% | $13M | 27.38% | NVDA +34.7pp |
| Stage | NVDA | AXTI | Gap · A − B |
|---|---|---|---|
| Revenue | $96.2B100.00% | $48M100.00% | NVDA ×2021.92 |
| Gross profit | 74.98%$72.1B | 44.90%$21M | NVDA +30.1pp |
| Operating income | 66.24%$63.7B | 21.90%$10M | NVDA +44.3pp |
| Pre-tax income | 74.32%$71.5B | 31.80%$15M | NVDA +42.5pp |
| Net income |
| 62.03%$59.7B |
| 27.38%$13M |
| NVDA +34.7pp |
No disclosed counterparties: AXTI.
None