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AMD on the road to recovery.

Journey said:
They could end up like what happened with Broadwell 5th Gen Desktop Core parts very limited availability, and for all intents and purposes none existent for most, even though they were great and eDRAM was a real interesting development. So yeah they could bin most of the range and just skip to the next generation rather then flush more money down the toilet.
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Avoiding even more debt :)
 
AMD Q2 2022 earnings.

Earnings are strong but margins are down a little.
Operating income and margins are also down due to costs of recent acquisitions.

Overall, a good quarter.

$6.55 Billion.

Marginally beat estimates, by $20 Million.
Revenues are up 70% Year over Year.

Gross profit: $3.028 Billion, up 65% Year over Year
Gross margins: 46%, down 140 BPS.

Data centre, (EPYC) $1,486 Million vs $813 Million Q2 2021

Client, (OEM's, Laptops ecte) $2,152 Million vs $1,728 Million Q2 2021

Gaming (Ryzen / Radeon ) $1,655 Million vs $1,255 Million Q2 2021

Embedded (Consoles, Phones, Tablets, Cars... ) $1,257 Million vs $54 Million Q2 2021


ir.amd.com

AMD Reports Second Quarter 2022 Financial Results

Browse AMD’s company-wide and financial press releases.
ir.amd.com ir.amd.com

I'm thinking maybe Samsung Phones / Tablets are worth a tad more than Consoles in revenue??????
 
Here is what i find interesting.

In the same quarter Intel earned $4.600 Million in revenues for Data centre.
Compare that with AMD's paltry $1.486 Million, right?

From that $1.486 Million AMD earned $472 Million profit, about 32%.
From 4,600 Million Intel earned $200 Million profit, about 4%.

AMD earned nearly 2.5X as much money, in profit, from $1.486 Million in EPYC sales, compared with Intel on 4,600 Million in Xeon sales.

And that is also what your Bloomberg article fails to mention.
 
Interesting to hear on the call now that the puts and takes for the second half outlook is showing that they will be down on PC, but data centre, embedded is still supply constrained and was in Q2 still but should be less problematic moving forward. Also that the are going to see upside on the Sapphire Rapids delay, as they will have more supply available, and Bergamo coming early '23. Intel for data centre is pretty much knackered right now, and AMD are going take advantage without hesitation.
 
Grim5 said:
Despite the overbsupplied inventory, Zen4 launches this quarter!

So now we have confirmation, Zen 4 will launch before 30 September

Click to expand...

"AMD Q3 Quiet time is expected to start Sep 16'th"

I think that's baisically when all the high brass take a break, so expect Zen 4 before then, could be the end of this month.
 
They may look to try and seize as much of the Q3-Q4 seasonal business as possible, but getting kit out sooner rather than later that is true. I'd imagine that they'll also always want to be in the news/on reviews sites so they will have plenty of product spread out to maximise the review cycles, and take attention away from competitors in which ever division.
 
So how does accounting work with inventory (aka "stock on hand")?

If TSMC demands payment for wafers upfront, and the lead time of wafers is a full quarter or so, then to launch new product at the end of the year do you have to build up inventory (in accountancy terms)?

Intel being the owners of their own foundries will of course time all this in whatever way makes their figures look best.

Still, AMD's data centre revenue being up 212% (Q1'22 vs Q1'21) and now only 183% (Q2'22 vs Q2'21) while Intel is way down, and while the likes of AWS and others are doing their own ARM servers speaks volumes. Intel's server chips are way behind in terms of perf/watt, perf/area, perf/per socket etc.

For the long term market, the revenue mixes are now a lot better with various players - inc. AMD - making enough to pour back into R&D and still have a profit and all without the crazy profits Intel used have (which nobody except TSMC seem to enjoy nowadays - and TSMC has to finance capital expenditures which exceed most smaller countries). A far better balance than a few years ago.
 
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KompuKare said:
Still, AMD's data centre revenue being up 212% (Q1'22 vs Q1'21) and now only 183% (Q2'22 vs Q2'21) while Intel is way down, and while the likes of AWS and others are doing their own ARM servers speaks volumes. Intel's server chips are way behind in terms of perf/watt, perf/area, perf/per socket etc.
Click to expand...

They are also now behind totally with where they thought they'd be in terms of competing product(s), with Sapphire Rapids now not due until March '23 onwards, with 12 stepping's already spun out, and many bugs to still resolve it could easily slip back to end of Q2 or even early Q3 '23 so they'll be competing squarely with Genoa and Bergamo, which pretty much means they already lost and in-roads they might have made in PPW or scalability.
 
AMD expects Q3 revenue to be $6.7 Billion, +/- $200 Million, an increase of 55% YoY

That would put them on track for an estimated $21 to $23 Billion for the 2022 year, currently Q1 and Q2 2022 combined stands at $12.437 Billion. Full year revenue 2021 was $16.4 Billion, 2020 was $9.763 Billion.
 
Journey said:
They are also now behind totally with where they thought they'd be in terms of competing product(s), with Sapphire Rapids now not due until March '23 onwards,
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gotta love the new era where people take rumours as fact, no wonder so many NFT scams etc happening to current generations.

"The age of click bait" I guess we can call it, at least people weren't so gullible once upon a time

now all we see is crazy rumours and wild speculation taken as fact, nvidia 800watt gpus over twice as powerful etc.
synthetic 3dmark scores baed on wild speculative GPU stats and such.

anyway AMD down almost 8% now, be interesting to see if it dips m ore at open then it might be a buy again
 
humbug said:
"AMD Q3 Quiet time is expected to start Sep 16'th"

I think that's baisically when all the high brass take a break, so expect Zen 4 before then, could be the end of this month.
Click to expand...

Yeah quite possible for an August announcement, the Hot Chips event is at the end of August and Nvidia and Intel will also be there
 
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