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The Financial Results Thread

Must admit with sky high P/E ratio I took quite a bit of profit yesterday, still holding a useful chunk though. Seems like nice results but not read through them yet in more detail.
Tech stocks seeing mixed fortunes at the moment (latest results & share price). Apple, AMD, Paypal and Microsoft doing well. Intel and Google notably down. Will be interesting to see which side Nvidia moves with, the GPU leader. Results are due next week results I think, or week after - need to check later.
 
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Key statements from Lisa's conference call.

Su said AMD has achieved key milestones to deliver its next-generation 7nm Epyc "Rome" processor – which claims 4x better floating point performance and 2x better compute performance per socket – to production in Q2 and availability in Q3. The company's 7nm Navi gaming GPUs are on track for Q3 introduction, and will be cheaper than Radeon 7, she said.
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This is also exciting for AMD's revenue, they have already secured Googles Game Streaming service, they will be using AMD GPU's. and EPYC CPU's will be used for Amazon's Data centers.

In the company's conference call for investors, Su highlighted AMD's tie-ups with cloud giants Google – for its upcoming Stadia service – and Amazon – for EC2 instances based on AMD Epyc 7000 chips – to underscore the company's positive outlook.
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With the possibility of competing Microsoft and Amazon streaming service also using AMD.

Amazon and Microsoft could be among AMD's future buyers of streaming tech, given that both are said to be planning game streaming platforms to compete with Stadia.
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If MS and Amazon also get onboard with Game Streaming using AMD's tech their revenue will grow massively.
 
Nvidia getting straight up PUMMELLED in gaming

Gaming segment accounts for approx 48% of total revenue and it is declining 31% YoY.
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Not looking good for them, even the big hopes of AI & Data Centre aren't on the up. To the contrary, AI is very much losing ground to custom solutions & Data Centre sees AMD hot on their heels, to say nothing of the other competitors.

And people can say whatever they want about it being due to mining, but that's bull. Shipments last year were dead for miners regardless, plus how will they contend with the £500 consoles which will feature RT (at 4K) as well (even as gimped as it will be)? That's gonna eat a LOT of sales.

Frankly, the stock is still overvalued atm, but we'll see how their RTX gambit pays off.
 
You know, at this point i have more confidence in AMD's log term future then i have nVidia.

Seriously looking at what AMD are doing in the server space in the next couple of years, Amazon, DropBox, Cray, Google... are not using Intel or nVidia, they are using AMD for both CPU and GPU, Dell are ramping up the number of EPYC based servers they are providing due to demand for them, HP ect... already have.
When AMD got the Stadia contract that really stung nVidia.

And then there's Intel who in the next couple of years are going to be parading around on nVidia's patch and they are big enough to take nVidia head on and create all sorts of problems for them.

Meanwhile nVidia are already struggling to gain new contracts and one or two big ones dropping nVidia all together.

The other problem nVidia have is they have no access to any X86 related IP, where as AMD already and soon Intel will have access to poth GPU and X86 spaces and there is nothing nVidia can do about it.

Its not looking good for nVidia.
 
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humbug said:
You know, at this point i have more confidence in AMD's log term future then i have nVidia.

Seriously looking at what AMD are doing in the server space in the next couple of years, Amazon, DropBox, Cray, Google... are not using Intel or nVidia, they are using AMD for both CPU and GPU, Dell are ramping up the number of EPYC based servers they are providing due to demand for them, HP ect... already have.
When AMD got the Stadia contract that really stung nVidia.

And then there's Intel who in the next couple of years are going to be parading around on nVidia's patch and they are big enough to take nVidia head on and create all sorts of problems for them.

Meanwhile nVidia are already struggling to gain new contracts and one or two big ones dropping nVidia all together.

The other problem nVidia have is they have no access to any X86 related IP, where as AMD already and soon Intel will have access to poth GPU and X86 spaces and there is nothing nVidia can do about it.

Its not looking good for nVidia.
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It seems Seeking Alpha are thinking along similar lines... AMD May Be Eating Nvidia's Lunch
 
The Nvidia CEO has 2 quarters left, if he can't deliver a turn-around during the back to school period, he is toast in late January.

The future was great for Nvidia but the CEO has turned into a price gouging narcissist, the product line up reflects that (Gold Titan for £2,300) and sadly, the bulk of the enthusiast community has been sidelined. Look at the lack of owners in the 2080ti thread. All this started to go wrong when they threw us under the bus with the post launch 1080 price rise.

This feels like the final days of Rome and they have parked themselves into a corner.

AMD on the other hand, have a CEO that people can (on at least a basic level) connect with, when she hits the stage at HotChips later in the year to present new Zen and Navi, it is going to feel more like a victory lap than the last stand in Stalingrad.

One year from now, going into E3 not only will AMD will have the strongest PC product line-up in their entire history, they will be at the core of the Sony and Microsoft presentations for their new consoles.
 
Poneros said:
I wouldn't go that far, Huang is Nvidia & Nvidia is Huang. I don't see him getting the boot bar some serious calamity happening.
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Yeah not like a CEO that has been hired he has more than just CEO status at the company and I believe the division of controlling shares makes it very hard to get rid of him unless he voluntarily steps aside.
 
humbug said:
Revenue down 31%, Income down 68% on last year, but up 1% on the last quarter "we are back on an upward trajectory" -Jensen Huang.

He's like one of these politicians who just assumes people are stupid.
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Nvidia share price was up 6% overnight was it not?

Besty said:
Look at the lack of owners in the 2080ti thread.
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I decided to check this out

Vega 64 owners: 108 - twenty months since release = 5 new owners per month
Radeon 7 owners: 31 - four months since release = 7 new owners per month

1080ti owners: 108 - twenty five months since release = 4 new owners per month
2080ti owners: 75 - six months since release = 12 new owners per month

If anything, it's a lack of Radeon owners considering 2080ti is selling nearly double the Radeon

Even if I try and isolate the time period it looks bad for AMD. Since 1st of April the Radeon 7 thread has added 3 new owners, while the 2080ti thread added 8 new owners.

It's possible that you didn't bother to actually open the threads and have a look and just assumed there are fewer Nvidia owners because the AMD threads have a proportionately much large number of posts - not sure why that is. It could be that the Nvidia owners just play games and post less on forums I guess
 
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Besty said:
The Nvidia CEO has 2 quarters left, if he can't deliver a turn-around during the back to school period, he is toast in late January.

The future was great for Nvidia but the CEO has turned into a price gouging narcissist, the product line up reflects that (Gold Titan for £2,300) and sadly, the bulk of the enthusiast community has been sidelined. Look at the lack of owners in the 2080ti thread. All this started to go wrong when they threw us under the bus with the post launch 1080 price rise.

This feels like the final days of Rome and they have parked themselves into a corner.

AMD on the other hand, have a CEO that people can (on at least a basic level) connect with, when she hits the stage at HotChips later in the year to present new Zen and Navi, it is going to feel more like a victory lap than the last stand in Stalingrad.

One year from now, going into E3 not only will AMD will have the strongest PC product line-up in their entire history, they will be at the core of the Sony and Microsoft presentations for their new consoles.
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I doubt that. Jen is the Vince McMahon of the semi conductor industry, he is the primary shareholder at Nvidia and he won't be going anywhere unless he decides to go.
 
Old enough to have seen it all before.

Financial results drive changes, especially in Asian culture. once untouchable CEOs will be driven to do deals which weaken their position in order to preserve their legacy.

It’s been done a hundred times over, if this continues he will do a deal or a fundraise and as part of that deal he will be thrown under the bus and will remain president, chairman or some other role where he can save face but can’t do any more damage.

if he refuses to go, a scandal will be created to force the change.

Why does this happen? it is a listed company now and the rules of the game have to be respected, he won’t be allowed the drive the company off a cliff whilst he retains a golden parachute.
 
Besty said:
Old enough to have seen it all before.

Financial results drive changes, especially in Asian culture. once untouchable CEOs will be driven to do deals which weaken their position in order to preserve their legacy.

It’s been done a hundred times over, if this continues he will do a deal or a fundraise and as part of that deal he will be thrown under the bus and will remain president, chairman or some other role where he can save face but can’t do any more damage.

if he refuses to go, a scandal will be created to force the change.

Why does this happen? it is a listed company now and the rules of the game have to be respected, he won’t be allowed the drive the company off a cliff whilst he retains a golden parachute.
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That might be true of companies that grew out of Asia with a family legacy - nVidia isn't one of those.
 
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