Question AMD 2Q21 Financial Results

[Hitman928]

• Advanced Micro Devices (NASDAQ:AMD): Q2 Non-GAAP EPS of $0.63 beats by $0.09; GAAP EPS of $0.58 beats by $0.12.
• Revenue of $3.85B (+99.5% Y/Y) beats by $240M.
• For Q3, AMD guides revenue of ~$4.1B (consensus: $3.8B), plus or minus $100M, and non-GAAP gross margin of 48%.
• For the full year 2021, AMD now expects revenue growth of ~60%, up from prior guidance of ~50%

Advanced Micro Devices EPS beats by $0.09, beats on revenue,

Advanced Micro Devices (AMD): Q2 Non-GAAP EPS of $0.63 beats by $0.09; GAAP EPS of $0.58 beats by $0.12.Revenue of $3.85B (+99.5% Y/Y) beats by $240M.For Q3, AMD guides revenue of...

seekingalpha.com

Developing. . .

 

[NTMBK]

Well it is ok, compared to the absolute lack of vision=we sell cheap just to get rid of and make a business failure the size of Venus.

AMD unloads mobile GPU technology to Qualcomm

AMD continues shedding unprofitable businesses, selling its mobile GPU …

arstechnica.com

Please stop using weird font colours.

 

[itsmydamnation]

Prove it.

Why pick just that one out of all the other grandstanding in the thread? far more of it on the intel side of the coin i might add.

 

[Ajay]

Yes. AMD had fabulous results this quarter/year. Maybe someone with something other than an axe to grind or a position to defend, will come in here and add some more details to these results!

 

[Ajay]

Or, we could just keep jousting lances till some dies .

 

[DrMrLordX]

Prove it.

Pretty easy!

Milan was sampling in October 2019. Do I need to do the rest of the math for you?

 

[mikk]

Pretty easy!

Milan was sampling in October 2019. Do I need to do the rest of the math for you?

This is not a proof for your claim.

 

[jpiniero]

This is not a proof for your claim.

It could end up being very close. Sapphire is now the middle of next year. AMD has only said 2022 but Genoa is definitely going to be before Raphael.

 

[DrMrLordX]

This is not a proof for your claim.

Milan was at worst in QS in March of 2020. AMD had Milan shipping through ODM channels for about a year before they launched it to the general public. Genoa ES chips have already been circulating since this February (if not earlier), and they should have been in QS or early retail as of last month or this month. They'll be seeding ODM channels by the end of the year (if they aren't already!). Intel, on the other hand, usually starts seeding ODM channels maybe 6 months prior to launch, and that's assuming they can supply chips in quantity (which is something they have struggled to do with IceLake-SP; Sapphire Rapids is still a question mark there). I'm gonna give Intel the benefit of the doubt and estimate that they'll ship to hyperscalars in January 2022 in quantity.

Genoa will have them by at least a month.

 

[ElFenix]

Oh please, I have ... a few thousand shares of AMD stock.

the not-at-all-humble-brag