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 operating decisions and assessing financial performance. Our operating segments are equivalent to our reportable segments.

We report our business in two primary reportable segments - the GPU business and the Tegra Processor business - based on a single underlying architecture.

While our GPU and CUDA architecture is unified, our GPU product brands are aimed at specialized markets including GeForce for gamers; Quadro for designers; Tesla and DGX for artificial intelligence, or AI, data scientists and big data researchers; and GRID for cloud-based visual computing users. Our Tegra brand integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for consoles and mobile gaming and entertainment devices.

Under the single unifying architecture for our GPU and Tegra Processors, we leverage our visual computing expertise by charging the operating expenses of certain core engineering functions to the GPU business, while charging the Tegra Processor business for the incremental cost of the teams working directly for that business. In instances where the operating expenses of certain functions benefit both reportable segments, our CODM assigns 100% of those expenses to the reportable segment that benefits the most.

The “All Other” category presented below represents the revenue and expenses that our CODM does not assign to either the GPU business or the Tegra Processor business for purposes of making operating decisions or assessing financial performance. The revenue includes primarily patent licensing revenue and the expenses include stock-based compensation expense, corporate infrastructure and support costs, acquisition-related costs, legal settlement costs, contributions, restructuring and other charges, product warranty charge, 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. Reportable segments do not record intersegment revenue, and, accordingly, there is none to be reported. 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.



	GPU		Tegra Processor		All Other			Consolidated
	(In millions)
Three Months Ended October 28, 2018
Revenue	$	2,774	$	407	$	—		$	3,181
Depreciation and amortization expense	$	51	$	13	$	4		$	68
Operating income (loss)	$	1,214	$	72	$	(228	)	$	1,058

Three Months Ended October 29, 2017
Revenue	$	2,217	$	419	$	—		$	2,636
Depreciation and amortization expense	$	32	$	9	$	9		$	50
Operating income (loss)	$	978	$	88	$	(171	)	$	895

Nine Months Ended October 28, 2018
Revenue	$	8,195	$	1,316	$	—		$	9,511
Depreciation and amortization expense	$	134	$	35	$	15		$	184
Operating income (loss)	$	3,867	$	266	$	(623	)	$	3,510

Nine Months Ended October 29, 2017
Revenue	$	5,676	$	1,084	$	43		$	6,803
Depreciation and amortization expense	$	88	$	27	$	30		$	145
Operating income (loss)	$	2,342	$	206	$	(411	)	$	2,137



	Three Months Ended						Nine Months Ended
	October 28, 2018			October 29, 2017			October 28, 2018			October 29, 2017
	(In millions)
Reconciling items included in "All Other" category:
Unallocated revenue	$	—		$	—		$	—		$	43
Stock-based compensation expense	(140		)	(107		)	(400		)	(265		)
Unallocated cost of revenue and operating expenses	(76		)	(61		)	(205		)	(176		)
Legal settlement costs	(15		)	—			(17		)	—
Acquisition-related costs	(1		)	(3		)	(5		)	(11		)
Restructuring and other	4			—			4			—
Contributions	—			—			—			(2		)
Total	$	(228	)	$	(171	)	$	(623	)	$	(411	)

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 Ended				Nine Months Ended
	October 28,		October 29,		October 28,		October 29,
	2018		2017		2018		2017
	(In millions)
Revenue:
Taiwan	$	929	$	864	$	2,739	$	2,140
Other Asia Pacific	742		612		2,001		1,409
China (including Hong Kong)	704		515		2,218		1,325
United States	407		263		1,254		894
Europe	230		195		699		555
Other Americas	169		187		600		480
Total revenue	$	3,181	$	2,636	$	9,511	$	6,803

The following table summarizes information pertaining to our revenue by each of the specialized markets we serve:



	Three Months Ended				Nine Months Ended
	October 28,		October 29,		October 28,		October 29,
	2018		2017		2018		2017
	(In millions)
Revenue:
Gaming	$	1,764	$	1,561	$	5,292	$	3,774
Professional Visualization	305		239		837		679
Datacenter	792		501		2,253		1,326
Automotive	172		144		478		426
OEM & IP	148		191		651		598
Total revenue	$	3,181	$	2,636	$	9,511	$	6,803

No customer represented 10% or more of total revenue for the third quarter and first nine months of fiscal years 2019 and 2018.

Accounts receivable from significant customers, those representing more than 10% of total accounts receivable, aggregated approximately 14% of our accounts receivable balance from one customer as of October 28, 2018, and approximately 28% of our accounts receivable balance from two customers as of January 28, 2018.