v3.22.2.2
Segment Information
6 Months Ended
Jul. 31, 2022
Segment Reporting [Abstract]  
Segment Information Segment Information
Our Chief Executive Officer, who is considered to be our chief operating decision maker, or CODM, reviews financial information presented on an operating segment basis for purposes of making decisions and assessing financial performance.
Our Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building 3D designs and virtual worlds.
Our Compute & Networking segment includes Data Center platforms and systems for artificial intelligence, or AI, high-performance computing, and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors, or CMP; Jetson for robotics and other embedded platforms; and NVIDIA AI Enterprise and other software.
Operating results by segment include costs or expenses that are directly attributable to each segment, and costs or expenses that are leveraged across our unified architecture and therefore allocated between our two segments.
The “All Other” category includes the expenses that our CODM does not assign to either Graphics or Compute & Networking for purposes of making operating decisions or assessing financial performance. The expenses include stock-based compensation expense, corporate infrastructure and support costs, acquisition-related costs, IP-related costs, and other non-recurring charges and benefits that our CODM deems to be enterprise in nature.
Our CODM does not review any information regarding total assets on a reportable segment basis. Depreciation and amortization expense directly attributable to each reportable segment is included in operating results for each segment. However, the CODM does not evaluate depreciation and amortization expense by operating segment and, therefore, it is not separately presented. There is no intersegment revenue. The accounting policies for segment reporting are the same as for our consolidated financial statements. The table below presents details of our reportable segments and the “All Other” category.
 GraphicsCompute & NetworkingAll OtherConsolidated
 (In millions)
Three Months Ended July 31, 2022
    
Revenue$2,797 $3,907 $— $6,704 
Operating income (loss)$657 $816 $(974)$499 
Three Months Ended August 1, 2021
    
Revenue$3,907 $2,600 $— $6,507 
Operating income (loss)$2,127 $1,034 $(717)$2,444 
Six Months Ended July 31, 2022
Revenue$7,413 $7,579 $— $14,992 
Operating income (loss)$3,133 $2,422 $(3,188)$2,367 
Six Months Ended August 1, 2021
Revenue$7,358 $4,810 $— $12,168 
Operating income (loss)$3,913 $1,895 $(1,408)$4,400 
Three Months EndedSix Months Ended
July 31,
2022
August 1,
2021
July 31,
2022
August 1,
2021
(In millions)
Reconciling items included in "All Other" category:
Stock-based compensation expense$(649)$(465)$(1,227)$(894)
Acquisition-related and other costs(175)(158)(324)(325)
Unallocated cost of revenue and operating expenses (148)(90)(275)(180)
Contributions(2)— (2)— 
IP-related and legal settlement costs— (4)(7)(9)
Acquisition termination cost— — (1,353)— 
Total$(974)$(717)$(3,188)$(1,408)
Revenue by geographic region is allocated to individual countries based on the location to which the products are initially billed even if our customers’ revenue is attributable to end customers that are located in a different location. The following table summarizes information pertaining to our revenue from customers based on the invoicing address by geographic regions:
 Three Months EndedSix Months Ended
July 31,August 1,July 31,August 1,
 2022202120222021
 (In millions)
Revenue:  
United States$1,988 $996 $3,921 $1,764 
China (including Hong Kong)1,602 1,720 3,683 3,111 
Taiwan1,204 1,961 3,981 3,745 
Other countries1,910 1,830 3,407 3,548 
Total revenue$6,704 $6,507 $14,992 $12,168 
The following table summarizes information pertaining to our revenue by each of the specialized markets we serve:
 Three Months EndedSix Months Ended
July 31,August 1,July 31,August 1,
 2022202120222021
 (In millions)
Revenue:  
Gaming$2,042 $3,061 $5,662 $5,821 
Data Center3,806 2,366 7,556 4,414 
Professional Visualization496 519 1,118 891 
Automotive220 152 358 306 
OEM and Other140 409 298 736 
Total revenue$6,704 $6,507 $14,992 $12,168 
No customer represented 10% or more of total revenue for the second quarter and first half of fiscal years 2023 or 2022.
Two customers each represented 10% or more of accounts receivable for a total of 21% of our accounts receivable balance as of July 31, 2022. Two customers each represented 10% or more of accounts receivable for a total of 22% as of January 30, 2022.