Also, people are gleeful to see revenue drop because that means that Nvidia may actually have to drop prices to match reduced demand. Why would any of us not be happy to see Nvidia revenue drop? An incredibly short refresh cycle to drop pricing is hopefully just the beginning
You just told me revenue is right in line with pre-crypto sales. That would suggest that unit sales are down even in the absence of crypto. Plus, even if crypto has burst, it is still a market that contributes to sales compared to pre-crypto days.
Shareholders invest because they expect growth, and Nvidia identifies other markets into which it can expand. Nvidia is a data processing company. They are expanding into all kinds markets that may involve big data analysis and data visualization, including automotives, servers, in addition...
In the absence of any crypto-bubble, in a healthy, growing company, you would still expect revenue to rise over time. Flat revenue is a bad thing. Though, we probably need more numbers dating several more years back
1) I don't think anyone is arguing that there wasn't a crypto-bubble. The question is really whether nVidia is maximizing profit at the current pricing structure, or if the current high prices are depressing sales to the detriment of nVidia. The crypto bubble you bring up is important context...
https://wccftech.com/nvidia-geforce-rtx-20-sales-lower-than-expected-45-percent-revenue-decline/
I'm no expert here, but it's if revenue and sales of the RTX series is really down, it means that the RTX series may not have been properly priced. Yes, it's a free market, and nVidia is free to...
These companies spend a lot of time going through every possible iteration of product lineups, so I'm sure a 3850X was a possibility that was simply passed over for xyz reasons.