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.

Our GPU product brands are aimed at specialized markets including GeForce for gamers; Quadro for designers; Tesla and DGX for artificial intelligence, 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 game 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 April 28, 2019
Revenue	$	2,022	$	198		$	—		$	2,220
Depreciation and amortization expense	$	76	$	12		$	3		$	91
Operating income (loss)	$	669	$	(44	)	$	(267	)	$	358

Three Months Ended April 29, 2018
Revenue	$	2,765	$	442		$	—		$	3,207
Depreciation and amortization expense	$	40	$	10		$	7		$	57
Operating income (loss)	$	1,394	$	97		$	(196	)	$	1,295



	Three Months Ended
	April 28, 2019			April 29, 2018
	(In millions)
Reconciling items included in "All Other" category:
Stock-based compensation expense	$	(178	)	$	(129	)
Unallocated cost of revenue and operating expenses	(68		)	(63		)
Legal settlement costs	(11		)	(2		)
Acquisition-related and other costs	(10		)	(2		)
Total	$	(267	)	$	(196	)

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
	April 28,		April 29,
	2019		2018
	(In millions)
Revenue:
Taiwan	$	698	$	967
China (including Hong Kong)	553		754
Other Asia Pacific	422		583
Europe	249		235
United States	165		434
Other countries	133		234
Total revenue	$	2,220	$	3,207

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



	Three Months Ended
	April 28,		April 29,
	2019		2018
	(In millions)
Revenue:
Gaming	$	1,055	$	1,723
Professional Visualization	266		251
Data Center	634		701
Automotive	166		145
OEM and Other	99		387
Total revenue	$	2,220	$	3,207

Revenue from significant customers, those representing 10% or more of total revenue, was approximately 11% of our total revenue from one customer for the first quarter of fiscal year 2020, and aggregated approximately 20% of our total revenue from two customers for the first quarter of fiscal year 2019, and was attributable primarily to the GPU business.

Accounts receivable from significant customers, those representing more than 10% of total accounts receivable, aggregated approximately 21% of our accounts receivable balance from one customer as of April 28, 2019, and approximately 19% of our accounts receivable balance from one customer as of January 27, 2019.