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The Company movie review & film summary (2003)

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Roger Ebert

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You have to fiddle on the corner where the quarters are.

Robert Altman

Why did it take me so long to see what was right there in front of my face — that “The Company” is the closest that Robert Altman has come to making an autobiographical film? I’ve known him since 1970, have been on the sets of many of his films, had more than a drink with him in the old days and know that this movie reflects exactly the way he works — how he assembles cast, story and location and plunges in up to his elbows, stirring the pot. With Altman, a screenplay is not only a game plan but a diversionary tactic, to distract the actors (and characters) while Altman sees what they’ve got.

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“The Company” involves a year in the life of the Joffrey Ballet of Chicago, during which some careers are born, others die, romance glows uncertainly, a new project begins as a mess and improbably starts to work, and there is never enough money. The central characters are Ry (Neve Campbell), a promising young dancer; Harriet (Barbara E. Robertson), a veteran who has paid her dues and keeps on paying; Josh (James Franco), a young chef who becomes Ry’s lover, and Alberto Antonelli (Malcolm McDowell), the company’s artistic director.

It is said that “Mr. A” is based on Gerald Arpino, the Joffrey’s legendary director and choreographer, and that no doubt is true. But there’s another Mr. A standing right there in full view, and his name is Robert Altman.

“The Player” (1992) was Altman’s film about the movie industry, an insider’s look at the venality, ambition, romance and genius of Hollywood. But “The Company” is his film about the creative process itself, and we see that ballet, like the movies, is a collaborative art form in which muddle and magic conspire, and everything depends on that most fragile of instruments, the human body.

There is a moment early in the film when a French-Canadian choreographer named Robert Desrosiers pitches a project named “Blue Snake” to Mr. A, and he confesses himself baffled by the work and frightened by the budget. When Altman himself was pitched this screenplay by Neve Campbell and the writer Barbara Turner, he remembers saying: “Barbara, I read your script and I don’t get it. I don’t understand. I don’t know what it is. I’m just the wrong guy for this.”

But in “The Company” Mr. A finds a glimmer of something in the new ballet, a nugget of authenticity, and begins to play with it. For a long stretch in the middle of the film, we may suspect that “Blue Snake” is a satiric target, a work so absurd that Altman wants it for target practice. The dancers seem to disdain it. Desrosiers can be insufferable. And then somehow, inexplicably, the work falls into place and is actually very good.

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The process by which both Misters A transform the material is the subject of the movie. At preview screenings of “The Company,” some Joffrey supporters in the audience were disappointed by the choice of “Blue Snake” and wondered why Altman hadn’t closed with one of the pieces for which the company has become famous (several of those works are seen in the movie, including Arpino’s “Trinity”). But that would have missed the point. This is a movie, not a dance concert documentary — the record not of a performance but of a process.

Altman is known for the way his camera tries to capture elusive moments as they happen. He uses overlapping dialogue, incomplete thoughts and unresolved actions, showing us life in development. This time, using the flexibility of a digital camera, he takes what he can use from a fusion of fiction and real life.

The love story between Ry and Josh doesn’t take the foreground, as it might in a conventional film, but is part of the mix in the exhausting lives of the characters. They like each other, and the sex is great, but they’re ambitious young professionals with crazy schedules, and there’s a scene where Josh cooks an elaborate dinner for Ry, but she turns up very late, and he has already fallen asleep, and yes, that’s about right: He had to cook, she had to be late, because of who they are.

The movie almost offhandedly shows us how hard dancers work. To be a dancer in the Joffrey, one of the most respected companies in the world, is itself back-breaking. But then see how Ry rushes out to her second job, as a waitress in a beer-and-burger joint. And see the second-floor flat she lives in, with the L trains roaring past right outside the window.

This is a different reality than the glamorous Monte Carlo existence in a ballet classic like “The Red Shoes.” Altman observes the exhausting lifestyle, and then shows us the older dancer Harriet, who is nearing the end of her professional life, and has made such sacrifices for years because, well, because she is one of the very few people in the world who can dance as she dances, and so she must.

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There is a moment during rehearsal when a dancer’s Achilles tendon snaps. It is an audible pop, heard all over the stage, and everybody knows exactly what it means. It means she will never dance again. Altman handles this moment with cold-blooded realism. Instead of grief and violins and fraught drama, he shows the company almost frightening in its detachment. This could happen to any of them, they know it, there is nothing to be done about it, and the rehearsal must go on.

McDowell’s performance as Mr. A is a case study in human management. He has strategies for playing the role of leader, for being inspirational, for being a disciplinarian, for remaining a mystery. He teaches obliquely (“You know how I hate pretty”). He has an assistant named Edouard (William Dick) whose primary duty seems to consist of signaling urgently so Mr. A can escape a situation by being needed elsewhere.

Antonelli has a way of praising on the run (“You are a genius”) and then hurrying out of the room. His style, which is similar to the style of Altman, is to lavish praise while always leaving everyone a little uncertain about whether he really means it.

Campbell trained with the National Ballet of Canada before turning to acting as a career. She has been very good in movies like “Wild Things” and “Panic,” and good in a different way in the “Scream” movies, but she had to initiate this project herself, and bring Turner on board as the writer. She plays the role with complete knowledge of Ry (maybe it’s as much her autobiography as Altman’s), and her dancing is always convincing.

The movie comes out at the same time as “Monster,” with its remarkable performance by Charlize Theron; two actresses of about the same age, who have had success in the commercial mainstream, placed bets on themselves that they could do great work, and they were right.

As for Altman, I imagine some of the most heartfelt scenes in the movie for him are the ones involving Mr. A’s attempt to create art while always having to think about money. Altman has rarely had big box-office hits (his most popular film was one of his earliest, “MASH”), and yet he has found a way to work steadily, to be prolific, despite almost always choosing projects he wants to work on. How does he do it? “The Company” offers some clues.

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Roger Ebert

Roger Ebert was the film critic of the Chicago Sun-Times from 1967 until his death in 2013. In 1975, he won the Pulitzer Prize for distinguished criticism.

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Film Credits

The Company (2003)

Rated PG-13
for brief strong language, some nudity and sexual content

112 minutes

Cast

Neve Campbell
as Ry

James Franco
as Josh

Malcolm McDowell
as Antonelli

Barbara E. Robertson
as Harriet

Susie Cusack
as Susie

Written by
  • Neve Campbell
  • Barbara Turner
Directed by
  • org/Person”>Robert Altman

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COMPANY Broadway Reviews | Broadway World

CRITICS RATING:

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8.63

READERS RATING:

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8.63

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Audience Reviews (1)

Company, the musical comedy masterpiece about the search for love and cocktails in the Big Apple is turned on its head in Elliott’s revelatory staging, in which musical theatre’s most iconic bachelor becomes a bachelorette. At Bobbie’s (Lenk) 35th birthday party, all her friends are wondering why isn’t she married? Why can’t she find the right man? And, why can’t she settle down and have a family?

Critics’ Reviews

Rise! Rise! Rise! This Gender Swapped ‘Company’ Wins Our Hearts

From: Observer | By: David Cote | Date: 12/09/2021

Should directors flip gender on other Sondheim classics? I don’t know how much we’d gain from a Ms. Sweeney Todd or a male-model Dot. In Company, human properties of trust, love, and loneliness are transitive across male, female, straight, and gay lines. One thing I am certain of: Company is the most sophisticated fun I’ve had in a theater in ages. It’s sexy, hilarious, and hits home in a way that’s honest and shockingly resonant. Sondheim fanatics already know what a genius score it is, an explosion of wit and insight and addictive melodies. I can’t wait to go again and tear up as Lenk bares her soul in “Being Alive” or the phenomenal ensemble slays the house in the maniacal razzle-dazzle of “Side By Side by Side. ” The great man passed away two weeks ago; there is no more fitting tribute than a breakthrough work given a whole new life.

COMPANY: EVERYBODY RISE FOR THIS SMASHING SONDHEIM REVIVAL

From: New York Stage Review | By: Melissa Rose Bernardo | Date: 12/09/2021

Naturally, there have been a few other character gender swaps as well: The aforementioned eligible bachelors our hero is juggling now sing “You Could Drive a Person Crazy”; it may no longer be an Andrews Sisters-style number, but the three-part harmonies are as groovy as ever. Amy-the reluctant bride who sings “Getting Married Today”-has become Jamie the reluctant groom; Matt Doyle’s take on the warp-speed, tongue-twisting tune is simply marvelous. And Bobbie’s impulse proposal to Jamie (“Marry me! And everybody’ll leave us alone!”) is just as ridiculous as Bobby’s impulse proposal to Amy always was. “It’s just that you have to want to marry somebody, not just somebody,” Jamie explains gently, leading to Bobbie’s Act 1-ending “Marry Me A Little”-the stop on the road on the way to the show-ending “Being Alive. ” Even though she proclaims “I’m ready now,” she’s clearly not: “Love me just enough./ Warm and sweet and easy,/ Just the simple stuff,” she coos. Lenk-a Tony winner for The Band’s Visit-really gets to show her range as an actress in Company.

Company

From: Time Out NY | By: Adam Feldman | Date: 12/09/2021

The modern setting and gender switches help; with a woman as Bobbie, and the sexes of several couples swapped around, the text plays out in exciting new ways. (The sequence for the instrumental “Tick Tock,” for instance, now evokes the notion of a biological clock.) The comedy of the modernized book scenes is squeezed to the hilt by a cast that includes musical-theater überdiva Patti LuPone, harnessing her imperious earthiness to outstanding effect, and Broadway pros like Jennifer Simard-who can make any line a laugh line-Nikki Renée Daniels and the Christophers Sieber and Fitzgerald. The show’s surreal aspects are realized in designer Bunny Christie’s fantastical urban set: a constantly shifting wow of claustrophobic frame-lit boxes, monochromatic interiors, elevators going up and down, Alice in Wonderland-style shifts of scale.

show to see right now

From: New York Post | By: Johnny Oleksinski | Date: 12/09/2021

No other show understands the callused skin that hardened, cynical New Yorkers develop to make it through another miserable day quite like “Company” does. Sondheim’s musical, splendidly directed by Marianne Elliott, is a paean to NYC about the pains of living in NYC. Eight million people and somehow you’re still single and in your 30s. Constantly surrounded by wackos and dullards. Friends hightail it at random, unable to deal with the stress. Apartments are small. The subway is unavoidable. Why pay for therapy when you could go to “Company”?

show to see right now

From: New York Post | By: Johnny Oleksinski | Date: 12/09/2021

No other show understands the callused skin that hardened, cynical New Yorkers develop to make it through another miserable day quite like “Company” does. Sondheim’s musical, splendidly directed by Marianne Elliott, is a paean to NYC about the pains of living in NYC. Eight million people and somehow you’re still single and in your 30s. Constantly surrounded by wackos and dullards. Friends hightail it at random, unable to deal with the stress. Apartments are small. The subway is unavoidable. Why pay for therapy when you could go to “Company”?

‘Company’ Broadway Review: Katrina Lenk and Patti LuPone Shine in Rousing Sondheim Revival

From: The Wrap | By: Robert Hofler | Date: 12/09/2021

Director Marianne Elliott puts the fun and the sex back into Stephen Sondheim’s “Company.” This is the production, first staged in London, where the lead character Bobby is now Bobbie. The switch from male to female works, but more important is the light, sexy touch of Elliott’s direction and how it frees the musical from the year of its world premiere, 1970. This very rousing and arousing “Company” revival opened Thursday at Broadway’s Bernard B. Jacobs Theatre.

Review: ‘Company’ delivers a near-perfect revival

From: Broadway News | By: Charles Isherwood | Date: 12/09/2021

The production, directed by Marianne Elliott – or rather thoroughly reimagined by Marianne Elliott – scrubs away the date-stamps on this 1970 musical, with a book by George Furth, so thoroughly that the show seems as if it was written yesterday. While maintaining the original’s eternally relevant themes, of emotional uncertainty and the risks and rewards of the married state, the production refreshes them for a new century and a society that has changed radically in the past 50 years.

A Hopeless Bachelorette in Excellent COMPANY — Review

From: Theatrely | By: Juan A. Ramirez | Date: 12/09/2021

A miscast Bobbie aside, there is very little to complain about in this excellent production of one of Sondheim’s most dynamic works, created at a time when the writer-composer was transitioning from the Golden Age that raised him into the postmodern theatre he helped create. The gender swap is ingeniously, thoughtfully implemented and, after a year in isolation, the story’s ruminations on the necessity for aloneness, and the importance of connection hit harder than ever. I’ll drink to that.

‘Company’ Review: A Sublime Revival of Stephen Sondheim’s Beloved Musical

From: Variety | By: Naveen Kumar | Date: 12/09/2021

Half a century has passed since Stephen Sondheim and George Furth first dazzled Broadway with “Company,” their tartly astute 1970 musical about a single Manhattanite dogged by coupled friends to meet a mate. But director Marianne Elliott’s sensational new revival strikes like a lightning bolt, surging with fresh electricity and burnishing its creators’ legacy with an irresistible sheen.

‘Company’ Broadway Review: Marianne Elliott’s Exquisite Production Is The Sondheim Tribute We Need

From: Deadline | By: Greg Evans | Date: 12/09/2021

If there’s a better, more vital way to honor the late, incomparable Stephen Sondheim than Marianne Elliott’s superb production of Company, Broadway hasn’t invented it. This gorgeous revival of the Sondheim-George Furth masterwork at the Bernard B. Jacobs Theatre, is, from across-the-board excellent performances and thoughtful revisions to the visual delight of a lovely and ingeniously clever set design, a gift both to and from the genius we lost last month.

Review | ‘Company’ is a mostly sublime Sondheim revival

From: amNY | By: Matt Windman | Date: 12/09/2021

The production (which is a bit overlong, at just under three hours) contains superb staging, visual design (including oversized party balloons, an “Alice in Wonderland” motif, and even a rainfall effect), music direction, and casting – with one notable exception in its leading lady, Tony winner Katrina Lenk (“The Band’s Visit”), who is plainly miscast as Bobbie, lacking both the vocal chops and emotional vulnerability for the role.

Patti LuPone in Stephen Sondheim’s ‘Company’: Theater Review

From: Hollywood Reporter | By: David Rooney | Date: 12/09/2021

As talented as Lenk is, however, to this longtime fan of Company she seems jarringly wrong for Bobbie, regardless of the character’s gender. A darkening touch of cynicism can work with this recessive protagonist, as Raul Esparza showed in the terrific 2006 Broadway revival. But Bobby/Bobbie’s yearning has to be apparent, too, and Lenk makes her inaccessible. Without the sense of an ache inside for something more emotionally satisfying – a quality by all accounts not missing from London lead Rosalie Craig’s performance – the internal conflict that drives the show has a fuel shortage. Lenk mostly seems aloof, casting a quizzical, sometimes bemused eye over her married friends while remaining too opaque about Bobbie’s own needs.

COMPANY: THAT INVINCIBLE BUNCH, RECONSIDERED

From: New York Stage Review | By: Elysa Gardner | Date: 12/09/2021

“Company’s other commitment-phobe, Amy, has been reborn as Jamie, a man, still terrified to marry the adoring Paul, played by the adorable Etai Benson. After managing to calm Matt Doyle’s adroitly hysterical Jamie, Bobbie sings “Marry Me A Little,” one of numerous Sondheim fan favorites cut from productions of his shows through the years. “Keep a tender distance/So we’ll both be free…I’m ready,” she announces. She isn’t, quite yet, but she’s getting there, just as Bobby was, and Elliott and her own company trace that journey with a mix of intuition, invention and heart worthy of its creators.

Company on Broadway Review. Sondheim’s musical, and live tribute.

From: New York Theater | By: Jonathan Mandell | Date: 12/09/2021

The production, an import from England directed by Marianne Elliott, cannot be called definitive. Its most attention-getting feature is the switching of the genders of several of the characters, which at its best feels like an interesting thought experiment about the difference in our attitudes towards men and women. Even when the gender switching feels less than completely thought out, the musical proves to be sturdy enough to allow for such noodling around without undermining the essence of the show. It helps that this “Company” also showcases a company of some of the finest actors on Broadway, and several must-see performances – Patti LuPone, yes of course, but also Christopher Fitzgerald and Matt Doyle.

Review: The Gender-Flipped Company Is an Imperfect but Loving Toast to a Classic

From: Slant | By: Dan Rubins | Date: 12/09/2021

Magnetic and devastatingly droll in The Band’s Visit, Lenk plays the part of the charismatic chameleon compellingly, holding her own coyly, wryly, boisterously with each of the zany couples with which she spends her time. But she doesn’t let her guard down enough in the moments in between for a more transparent, fully sympathetic Bobbie to come through. That’s in large part because she sings most of Sondheim’s soliloquies for Bobbie with an overt crooniness and rather affected vowels that give the sense that the character is still performing for us even when she’s alone; the songs also tend to sit too high in her voice to allow much warmth to enter in. Only in “Being Alive,” the show’s final number, does Lenk offer a shivering, small-scale intimacy, as if she’s learning the words for the first time. It’s too little, too late, though, to buy that this is the Bobbie who we’ve been wanting to get to know all along.

‘Company’ review — a welcome reinvention of the classic musical

From: New York Theatre Guide | By: Ayanna Prescod | Date: 12/09/2021

For the single women attending this show, it’s impossible not to feel something deeply for this story. I am just like Bobbie, single by choice and moving into my 34th year of living. The pressures of life and family to marry for love, or company, exist. Any time you turn on ABC on a Tuesday evening for an episode of The Bachelorette or log onto any popular dating app you can catch a woman approaching her 30s trying to beat marriage clock she built for herself. This vibrant reinvention is welcome and authentic, but Bobbie needs stronger conviction to make us truly care.

Broadway review: A fascinating ‘Company’ that no longer believes so much in love

From: Chicago Tribune | By: Chris Jones | Date: 12/09/2021

Which brings us to LuPone. Her visceral, showstopping, rendition of “The Ladies Who Lunch,” performed as her character, Joanne, sits perched in a grinding nightclub, is simply extraordinary, filled with angst, hope, cynicism, possibility, vulnerability and all of the qualities you typically and traditionally look for in “Company.” Unlike Lenk, who is perfectly charming and perfectly consistent throughout the entire production, LuPone’s Joanne actually changes over the course of the number, journeying toward some kind of love (or at least human communion) as people typically do in musicals.

It’s a Welcome Return of Company to Broadway

From: Washington Post | By: Peter Marks | Date: 12/09/2021

The highs are so high in director Marianne Elliott’s gender-reversed “Company” that a Sondheim freak like me can live with aspects that don’t quite hit those lofty heights. We’ll get to those, but first, let’s dwell for a spell on the joys of a Broadway revival that had its official opening Thursday at the Bernard B. Jacobs Theatre – pleasures that make this production a moving, and deeply funny, living memorial to the late Stephen Sondheim.

Review: In a Gender-Flipped Revival, ‘Company’ Loves Misery

From: New York Times | By: Jesse Green | Date: 12/09/2021

It’s new. And truth be told, I was never less than riveted – if usually in the way Bobby is, eyeballing messy marriages. Nor is the chance to hear the great score live with a 14-piece orchestra to be taken lightly; is there a more exciting opening number than the title song? So I guess I’m sorry-grateful. Sorry for not liking this version of “Company” better – and grateful to Sondheim for providing the chance to find out.

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Pro Readers Reviews

A Broadway review by Esta and Aaron, Mother and son that we don’t “think you’re ready for.”

By: | Date: 03/18/2022

“Don’t be afraid that it won’t be perfect. The only thing to be afraid of is that it won’t be.”
Stop by www.SpoilerFreeReviews.com for the full review (w/ images).
OVERALL SCORE
ESTA: A / 🤩
COMPANY surprised me. The new revived cast seemed even more current and modern. It was a fast-paced, brilliantly directed, and blocked show. Those huge set pieces moved with ease and precision so each cast member could hit their mark. Singing and constantly moving in that teeny-tiny apt was perfection. Each pose was created with intention, emotion, and unity. The show made me laugh and cry. It was thoughtful and a joy to watch and ponder where I am in my own life’s journey.
AARON: A / 🤩
Damn, I couldn’t say it better myself. This show moved me to tears and made me think a lot about another artist that feared getting old, Jonathan Larson. As the protagonist in COMPANY, Bobby was about to turn 35, and I couldn’t get 30/90 out of my head. Those colossal set pieces that you mention above also reminded me of the constant movement of life. There was a feeling of happy/sad throughout the entire production, and I loved it. Don’t be one of those “100 people that get off the train” and skip COMPANY. It’s one of my favorite experiences on my NY trip with my mom.
FAVORITE SONGS AND WHY?
ESTA: I have to mention two songs. First and foremost was BEING ALIVE, sung by Bobbi (Katrina Lenk). The lyrics have always been one of my favorites. It hits home for most people, wherever and whoever they are. Katrina’s rendition was a soul-searching moment. She sang on the cusp of heart-breaking tears but never lost control. She was in command of every phrase and note. When she was on the floor, I wanted to run to her, lift her up, and hold her in my arms. This is how much the song moved me to my core.
The second song was THE LADIES WHO LUNCH, sung by Joanne (Patti Lupone). Watching a Broadway legend sing such an iconic song was something I will remember forever. She is the star who can make any lyric believable and unforgettable.
AARON: One of two we agree on here. My first favorite song is the same as yours – BEING ALIVE. I forgot how much Sondheim’s lyrics in this song could move me. The music is the very essence that “life is COMPANY.” And Katrina Lenk slays it. She got a well-deserved standing ovation. Also, I was moved to my core in a way that I haven’t felt on Broadway since seeing Ben Platt in DEAR EVAN HANSON sing “WORDS FAIL.”
The second is “GETTING MARRIED TODAY.” The choragraphy, lyrics, and set movement reminded me of HAMILTON. Also, try not to cry at the song’s closing when a character states, “I just don’t love you enough, Paul.” In other words, it’s a crowning moment in the show.
MVP
ESTA: It has to be the lead, Bobbi (Katrina Lenk). She made the show what it was. She was not the only powerhouse on that stage, yet her presence and voice always stood out. She grabbed your attention with just a raise of a shoulder, a quiet sigh, or even taking that extra beat of silence. She had the audience in the palm of her hand, which is just pure creative talent.
AARON: 💯 – Katrina Lenk will receive a Tony Award nomination. Agree with everything you said about her. She’s a star.
STEPHEN SONDHEIM!
AARON: I can’t believe it has already been four months since the world lost a legend. What strikes me the most about his work is the relatability to what it means to live. It makes me think of the HAMILTON quote “What is a legacy? It’s planting seeds in a garden you never get to see.” For Sondheim, I’m happy he got to see most of his garden grow and saddened he won’t see future brilliant adaptations of his art.
ESTA: What a loss to the theatre world that he no longer walks among us, but his list of contributions to Broadway and theatre will live on forever. He was a genius giant who quietly lived among us. And went about creating some of the best plays and musicals ever written. His words pushed actors relentlessly. In theatre, it is said that if you can do a Sondheim play, you have made it. He expected, demanded, and received an actor’s best. Most say it was a pure joy working with him. His intentions were always spot-on. He left a huge hole to be filled, yet we can still capture his essence by performing or seeing one of his many masterpieces.
FINAL THOUGHTS:
ESTA: COMPANY surprised me. It was better beyond my expectations. I knew this show, but after seeing it in this new setting and recasting, I now know I truly “see” the play for what it was meant to be. It made me think, laugh, shed a tear, and smile at my very small world. This is what theatre is supposed to do…absolutely brilliant.
AARON: Every trip I take to New York, there’s always one surprise play that sweeps me off my feet. On our previous trip, it was COME FROM AWAY. Yet what astonished me the most about COMPANY is that my mom and I weren’t even going to see it! The universe intervened, and we met a lovely theatre-loving couple at our favorite bar, Don’t Tell Mommas. We wanted to see MJ, but they convinced us that we had to see COMPANY no matter what. At TKTS, we were last in line, and I thought we weren’t going to get seats. Yet, an employee saw my mom’s cane (she’s visually impaired), and they took us to the front. Cue us getting row four seats and seeing another edition of “life-changing theatre.” Thank you to the universe for getting us into the show. And thank you to my mom for teaching me to love the arts. 🎭 ❤️

Overview of NVIDIA. Full analysis – Investments with Dmitry Khrustalev on vc.ru

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views

On November 17, NVIDIA announced financial results for the third quarter of fiscal year 2022 (Countries, companies and organizations may start and end their fiscal year in different ways, depending on their accounting practices and external audit). The results exceeded analysts’ forecasts.

• Record revenue of $7.10 BN, up 50% from a year earlier.

• Record Data Center revenue of $2.94 BN, up 55% from a year earlier.

• Record gaming revenue of $3.22B, up 42% from a year earlier.

Company business structure in %

Quarterly revenue trend

Gambling

  • Third-quarter revenue was a record $3. 22 BN, up 42% from a year earlier and 5% from the previous quarter.

Data Center

  • Third quarter revenue was a record $2.94B, up 55% from a year earlier and 24% from the previous quarter.

Professional Visualization

  • Third-quarter revenue was a record $577M, up 144% from the year before and 11% from the previous quarter.

Automotive

  • Third-quarter revenue was $135M, up 8% year-on-year and 11% down on the previous quarter.

NVIDIA paid a quarterly dividend of $100M in the third quarter. The Company will pay its next quarterly cash dividend of $0.04 per share on December 23, 2021 to all registered shareholders on December 2, 2021.

“The third quarter was outstanding, with record revenue,” said Jensen Huang, founder and CEO of NVIDIA. “Demand for NVIDIA AI is growing, driven by the rise of hyperscale and cloud computing, as well as the growing adoption of more than 25,000 companies. NVIDIA RTX invented ray-traced computer graphics and AI and is the perfect upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.”0056

NVIDIA’s forecast for the fourth quarter of fiscal year 2021 is as follows:

  • Revenue expected to be $7.40 BN, +/- 2%.
  • GAAP and non-GAAP gross margins are expected to be 65.3% and 67.0%, respectively, +/- 50 bp. item
  • GAAP and non-GAAP operating expenses are expected to be approximately $2.02B and $1.43B, respectively.
  • Both GAAP and other non-GAAP income and expenses are expected to cost approximately $60M, excluding gains and losses on unaffiliated investments.
  • Both GAAP and non-GAAP tax rates are expected to be 11% +/- 1%, excluding any specific items such as excess tax credits or shortcomings associated with stock-based compensation.

Nvidia is deserving of the “Best Investment of the Year” title as the company’s share price has surged nearly 133% in 2021 on the back of stunning earnings and earnings growth.

Over the past year, Nvidia stock has delivered a total return of 118.1%, well above the S&P 500’s total return of 29.9%.

However, stocks have shown rapid growth lately, as shown in the chart above. This acceleration may be due to the expectation that Nvidia will benefit from the metaverse, since the company already has a solution – Omniverse, which can simulate reality and help metaplatforms develop their platform.

On its official website, the company stated:

“Our GTC event series showcases NVIDIA’s expanding universe of accelerated computing.

(“GTC is NVIDIA’s annual conference in San Jose, California, which showcases the company’s latest developments in GPUs and software. Many of NVIDIA’s partners also serve as exhibitors at the event, showcasing their research excellence. and new developments, since the exhibition is primarily aimed at the scientific community using GPUs for research.”)

“Omniverse was the main theme in GTC. We have shown that jumping into virtual worlds is possible. Omniverse will feature everything from collaborative design, customer service and videoconferencing, to digital twins of factories, refineries and even entire cities. Omniverse brings together NVIDIA’s expertise in AI, simulation, graphics, and compute infrastructure. This is the tip of the iceberg of what needs to happen.”

As you can see, the company has grandiose plans, but it also has every opportunity to implement them.

Obviously, the development of the Metaverse will open up great opportunities for the company.

Nvidia’s huge market share in the video card market allows it to confidently take advantage of the Metaverse. This is due to the fact that video cards will become the main building blocks of the metaverse, as they will play a key role in rendering real-time augmented reality models.

According to a third party, the growing use of graphics cards in augmented reality and virtual reality will be one of many catalysts for the GPU market, which could reach $200 billion in revenue by 2027, up from just $20 billion in 2019year. Nvidia can take advantage of this huge opportunity with its all-in-one solution that uses multiple GPUs to render resource-intensive scenes in real time.

Nvidia also states that Omniverse “initially supports multiple GPUs on a single system and will soon support interactive rendering on multiple systems.” In addition, Omniverse provides developers with the ability to create applications and allows users to interact in real time using ray tracing technology, which is currently used in Nvidia graphics cards. Simply put, developers are expected to turn to Nvidia’s Omniverse to build applications for the metaverse.

Not surprisingly, Wells Fargo analysts believe Nvidia’s Omniverse adoption could lead to a surge as businesses look to the platform for real-time simulation-based productivity. The investment bank recently raised its price target on Nvidia shares to $320 from $245, indicating that it could become a metaverse activator and unlock $10 billion in revenue opportunity over the next five years.

This looks like a big deal for Nvidia, given that the company has generated almost $22 billion in revenue over the past four quarters.

In another of Nvidia’s latest breakthroughs, the company is doubling down on AI language models and inference as a platform for the Metaverse in the datacenter, cloud, and edge.

NVIDIA has set the stage for companies around the world to develop and deploy large language models (LLMs). This design allows them to develop domain-specific chatbots, personal assistants, and other artificial intelligence systems.

The company announced the NVIDIA NeMo Megatron platform for training language models with trillions of parameters. In addition, the NVIDIA Triton inference server offers multi-site distributed inference for new domains and languages. When used in conjunction with NVIDIA DGX systems, these technologies provide an enterprise-grade solution to simplify building and deploying massive language models.

Comparison of NVIDIA profitability over 5 years.

The following chart compares the combined total shareholder returns for Nvidia common stock, the S&P 500 index, and the Nasdaq 100 index for the five years ended January 31, 2021.

The graph assumes that on January 31, 2016, $100 was invested in Nvidia common stock and each of the S&P 500 and Nasdaq 100 indices. Nvidia shares are an integral part of each of the indexes presented. The total return assumes the reinvestment of dividends for each of the indicated indices. Overall returns are based on historical performance and are not intended to indicate future performance.

NVIDIA competitors.

Intel and AMD were considered one of NVIDIA’s main competitors.

The Intel has a market value of net worth of approximately $200. 9 billion as of November 20, 2021. In 2020, Intel ranked first in the semiconductor market with a market share of 15.6 percent, closely followed by Samsung. Its revenue for the same period was $77.82 billion, up 8.2 percent from 2019.year.

Intel’s product line includes processors for PCs and servers, a range of networking equipment including routers, switches, and silicon photonics devices for data center interconnection. In addition, Intel offers platforms designed for the Internet of Things (IoT), autonomous vehicles, unmanned aerial vehicles, industrial automation systems, and other applications.

AMD. The company’s shares are publicly traded on the NASDAQ and have a market capitalization of $187.67B as of November 20, 2021. AMD’s Q3 2021 revenue was $4,313 BN, up 54% year-over-year on $9 net income23 million, up 137% over the same period last year.

AMD’s product line includes semiconductor chips for PCs, servers, game consoles, and other embedded systems. The company also offers graphics processing units (GPUs) for gaming, cryptocurrency mining, visualization markets, and enterprise system solutions. In addition, it also provides server chips for cloud computing applications and embedded processors that power devices such as digital assistants, drones, mobile phones, smart cars, and more.

AMD invests in semiconductor research and development through internal resources and collaborations with universities, non-profit organizations, and global R&D providers. The company’s marketing strategy targets suppliers of consumer electronic devices, including smartphones and televisions, PC manufacturers, and cloud computing providers. It is also aimed at gamers and content developers who use its GPUs for graphics and computing workloads.

But the recent $40B bid to acquire Arm Holdings positions NVIDIA as a leading player in the semiconductor industry in the AI ​​era.d This acquisition will expand its lead over existing competitors and open up new opportunities for domestic and international exploration. This development is likely to enhance the company’s competitive advantage.

Strengths Nvidia

  • Superior performance in new markets: NVIDIA has made great strides in diversifying its portfolio into new markets. The company is moving forward with the latest technologies such as artificial intelligence, machine learning (ML) and robotics. NVIDIA’s latest GPUs are equipped with deep learning tensor cores, allowing them to compete favorably against other AI competitors such as Intel and AMD.
  • Technological innovation: NVIDIA GPUs have been designed to support parallel computing in a manner similar to traditional processors, but with the added benefit of optimizations for software and GPU-specific algorithms. The company is applying the same technology to its latest chipsets, moving from the Fermi architecture to the Volta, keeping it ahead of the competition. In addition, NVIDIA GPUs have been designed with compatibility in mind, allowing them to work seamlessly with processors and software to provide a complete platform solution.
  • Strong Financial Performance: NVIDIA’s financial performance has been impressive, with revenue growing year on year. In 2021, the company recorded revenue of $16.68B compared to $10.92B in the previous year.

The company’s highest-grossing sector in the gaming industry accounts for $3.22B in revenue for the third quarter of 2021 (FY22). This indicates that NVIDIA is well positioned to grow even in slower growth markets such as PC sales.

  • Highly Skilled Workforce: NVIDIA’s workforce is made up of highly skilled and experienced professionals with extensive knowledge of the latest technologies such as artificial intelligence and cloud computing. This allows NVIDIA to develop products that meet customer needs by combining the power of GPUs with support for multiple programming languages, parallelism, reduced development effort, and interoperability.

Weaknesses of NVIDIA.

  • Limited success outside of its core business: Despite the high quality of its products, NVIDIA’s efforts to expand into new markets have met with limited success so far. The company faces intense competition in the semiconductor market from AMD and Intel. In addition, NVIDIA is facing increasing pressure from consumer demands to improve the user experience at a lower cost. To remain competitive in the future, NVIDIA will need to find ways to maximize return on investment and produce cost-effective products for a variety of market segments.
  • Limited Product Demand Forecasting: NVIDIA has not developed effective demand forecasting systems, resulting in inventory issues for some of its products. This is because the company primarily works with PC original equipment manufacturers (OEMs) to forecast demand, meaning it relies on its customers to determine future product needs.

NVIDIA debt.

As for the company’s debt, we see in its statements that it is insignificant.

Let’s turn to the screener Gurufocus, which clearly shows that the company’s debt is more than covered by its cash. That is, the company can make a one-time payment on all of its obligations. But she does not need to do this, since this loan money is used to develop and scale the company’s business. That is why you do not have to worry about the company’s debt load.

NVIDIA paid suppliers $1.64 billion in future shipments last quarter alone, according to CFO Colette Kress, and will pay another $1.79 billion in the current quarter. Commitments to partners and suppliers have increased consistently from $4.79 to $6.9 billion, although a year ago they were limited to $2.57 billion. This is the price for guaranteeing the supply of the right number of graphics processors and memory chips in a shortage.

Research and development company.

Research and development spending increased by 39% in FY 2021 compared to FY 2020, mainly due to the acquisition of Mellanox. In addition, the increase reflects workers’ compensation and related costs, including stock-based compensation and infrastructure costs.

At a fundamental level, Nvidia’s earnings and sales are rising again after a sharp decline. It is expanding into new growth areas such as data centers, automated vehicles and cloud gaming. The introduction of metaverses and cryptocurrencies will further increase the demand for Nvidia chips.

Meanwhile, the new gaming chips underscore Nvidia’s continued dominance in major markets.

NVDA is a leader in its industry group. But as global chip shortages persist, it could take months for Nvidia’s GPU supply to match demand.

Nvidia shares are well above the $230.53 buy mark, about 70% above the 200-day moving average, an early sign that the stock may pull back.

Total.

Nvidia stock may be overpriced right now. But if it is so valued by the market, then this is not just so, it means that many large investors lay in the company a good further growth potential for the company’s shares. As a leading chip company with access to leading markets in data centers and gaming, NVDA remains one to watch. That is why I already have shares of the company in my portfolio that I will continue to hold for many years to come. If you do not yet own the shares of this company and only want to purchase them, then for a start you can buy at least one share, and in the future just buy more shares of this company as they further decrease, and if the decrease does not occur in the next 3-6 months , then just slowly increase the company’s share in your investment portfolio.

The information provided does not constitute individual investment advice.

Friends, I also want to invite you to my telegram channel, which is called “Investments with Dmitry Khrustalev”, in which I tell useful news in the world of investments, give investment advice, and also promptly show all my transactions and my investment portfolio. Subscribe!

All successful investments!

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