| Year | AMD (Billions $) | Nvidia (Billions $) |
|---|---|---|
| 2021 | 16.4 | 16.7 |
| 2022 | 23.6 | 26.9 |
| 2023 | 22.7 | 27.0 |
| 2024 | 25.8 | 60.9 |
| 2025 | 34.6 | 130.5 |
| Date (Period End) | TTM Net Income ($B) | TTM Operating Margin |
|---|---|---|
| 2021-12-31 | $4.17B | 16.8% |
| 2022-12-31 | $2.42B | 13.9% |
| 2023-12-31 | $4.25B | 16.9% |
| 2024-12-31 | $4.15B | 16.7% |
| 2025-12-31 | $5.23B | 18.3% |
| 2026-03-31 | $5.06B | 17.9% |
| Metric | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Total Payment Volume (TPV) | \$1.68 T | \$1.53 T | \$1.36 T | \$1.25 T |
| Payment Transactions (Billions) | 26.3 B | 25.0 B | 22.3 B | 19.3 B |
| Active Accounts (Millions) | 434 M | 426 M | 435 M | 426 M |
| Transactions per Active Account | 60.6 | 58.7 | 51.4 | 45.4 |
| Cross-Border TPV (% of Total) | 12% | 12% | 13% | 16% |
| Year | ROIC (%) |
|---|---|
| 2022 | 26.23 |
| 2023 | 13.88 |
| 2024 | 56.41 |
| 2025 | 80.47 |
| 2026 | 67.17 |
| Segment | 2023 Margin | 2024 Margin | 2025 Margin |
|---|---|---|---|
| Global Business Solutions | 74% | 75% | 76% |
| Consumer | 81% | 79% | 78% |
| Credit Karma | 26% | 24% | 37% |
| ProTax | 87% | 87% | 86% |
| Company Name | Approx. Daily Change |
|---|---|
| Polestar Automotive | ~ -17% to -18% |
| Work Medical Technology | ~ -58% |
| Redwire Corporation | ~ -14% |
| Wolfspeed, Inc. | ~ -12% |
| Intuitive Machines, Inc. | ~ -11% |
| Viasat, Inc. | ~ -9% |
| Sunrun Inc. | ~ -8% |
| QUALCOMM Incorporated | ~ -7% |
| Navitas Semiconductor | ~ -6% |
| Metric | Performance / Trend |
|---|---|
| TurboTax Live Customers | Significant growth (e.g., +24% in FY2025; projected +38% in FY2026). |
| TurboTax Online Paying Units | Stable to slight growth, driven by higher-priced filers, despite a slight decline in total unit volume. |
| "Pay-Nothing" Customers | Decreased to approximately 7 million (from 8 million the previous year), reflecting a strategic shift toward paid/assisted offerings. |
| Credit Karma Tax Integration | High growth in TurboTax filers who start their experience within the Credit Karma platform (e.g., +54% growth reported in Q3 FY2026). |
| Total Reach | Intuit consistently references a global user base of approximately 100 million customers across its ecosystem (TurboTax, Credit Karma, QuickBooks, Mailchimp). |
| Date | Operating Cashflow | Capital Expenditures | Cashflow from Investment | Cashflow from Financing |
|---|---|---|---|---|
| 2026-01-31 | $14,996 | ($594) | ($8,590) | ($8,079) |
| 2025-01-31 | $13,092 | ($658) | ($3,163) | ($9,429) |
| 2024-01-31 | $10,234 | ($736) | ($1,327) | ($7,477) |
| 2023-01-31 | $7,111 | ($798) | ($1,989) | ($3,562) |
| 2022-01-31 | $6,000 | ($717) | ($14,536) | $7,838 |
| 2021-01-31 | $4,801 | ($710) | ($3,971) | $1,194 |
| 2020-01-31 | $4,331 | ($643) | ($2,980) | $164 |
| Fiscal Year End | Operating Income ($B) | Invested Capital ($B) | ROIC (%) |
|---|---|---|---|
| 2026-01-31 | 130.39 | 166.13 | 78.5% |
| 2025-01-31 | 81.45 | 88.08 | 92.5% |
| 2024-01-31 | 32.97 | 52.92 | 62.3% |
| 2023-01-31 | 4.22 | 33.05 | 12.8% |
| 2022-01-31 | 10.04 | 37.70 | 26.6% |
| Date | Close |
|---|---|
| 19-05-31 | 3.37 |
| 19-06-03 | 3.32 |
| 19-06-04 | 3.55 |
| 19-06-05 | 3.51 |
| 19-06-06 | 3.57 |
| 19-06-07 | 3.62 |
| 19-06-10 | 3.69 |
| 19-06-11 | 3.75 |
| 19-06-12 | 3.63 |
| 19-06-13 | 3.68 |
| 19-06-14 | 3.59 |
| 19-06-17 | 3.60 |
| 19-06-18 | 3.80 |
| 19-06-19 | 3.80 |
| 19-06-20 | 3.83 |
| 19-06-21 | 3.77 |
| 19-06-24 | 3.79 |
| 19-06-25 | 3.76 |
| 19-06-26 | 3.96 |
| 19-06-27 | 4.06 |
| Fiscal Year End | Total Revenue |
|---|---|
| 2017-01-31 | 6.91 |
| 2018-01-31 | 9.71 |
| 2019-01-31 | 11.72 |
| 2020-01-31 | 10.92 |
| 2021-01-31 | 16.68 |
| 2022-01-31 | 26.91 |
| 2023-01-31 | 26.97 |
| 2024-01-31 | 60.92 |
| 2025-01-31 | 130.50 |
| 2026-01-31 | 215.94 |
| Feature | NVIDIA | AMD | Intel |
|---|---|---|---|
| Market Position | The standard; unmatched software (CUDA) ecosystem. | The value challenger; dominates on memory-per-chip. | Efficiency-focused; targets workstations/edge. |
| Best For | Zero-friction, maximum performance, broad compatibility. | Large models that need massive VRAM (192GB+). | Power/cost-conscious edge/workstation deployments. |
| Bottleneck Solve | Optimized software stack (TensorRT-LLM). | High-bandwidth memory architecture. | Cost-per-Watt and accessibility. |
| Inference Status | Default; highest throughput at massive scale. | Competitive alternatives (MI300X/325X) on cost. | Specialized (Gaudi/Arc) for niche workloads. |
| Metric | Walmart (as of Jan 31, 2026) | Costco (as of Aug 31, 2025) |
|---|---|---|
| Total Locations | 10,955 | ~919 (Warehouses) |
| Primary Markets | U.S. (4,611) & International (5,743) | U.S. & International (634 U.S. / 285 Int'l) |
| Club/Wholesale Segment | Sam's Club U.S. (601) | Core Business |
| Distribution Facilities | 371 | Not Disclosed |
| Active Paid Members | N/A | 81.0 Million |
| Total Cardholders | N/A | 145.2 Million |