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The Financial Results Thread

JediFragger said:
Yup, damn good aren't they! Not in such a rush for the new cards now and can wait for both sides to drop what they got :)

Mine even handles 3840x1600 with some tweaking, barely tell the quality difference tbh and it still keep the fps at an acceptable level!! Not bad for 6,144,000 pixels, quite the stretch over 1440p :cool:
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They are good, actually yes :) very fast and power efficient if you spend a little time tweaking them.
 
There seems to be no stopping Nvidia at the moment, record quarter after record quarter. You have to give Jen his due he knows are to delivery what the stock market wants and expects every time. Even still though the I can't help but think Nvidia's share price is to bloated, their marketcap is greater then Intel's but they have a fraction of the revenue and net income.
 
LoadsaMoney said:
AMD Downgraded.

https://wccftech.com/amd-downgraded...lity-of-intel-adopting-tsmc-as-a-cpu-partner/
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There are a lot of these rating agency's, most of them have upgraded AMD in the last few weeks. but the one downgrade is the one that makes it into WCCF news.... i mean WCCF haven't published AMD's 80% increase in value over the last 3 months and the fact that half the large banks have upgraded AMD to ~$100 a share, the fact that AMD are now worth half as much as Intel, that AMD have near twice Intel's share value... no. Just this, WCCF waited a long time to find something to publish about AMD that fits their editorial brief.
 
humbug said:
There are a lot of these rating agency's, most of them have upgraded AMD in the last few weeks. but the one downgrade is the one that makes it into WCCF news.... i mean WCCF haven't published AMD's 80% increase in value over the last 3 months and the fact that half the large banks have upgraded AMD to ~$100 a share, the fact that AMD are now worth half as much as Intel, that AMD have near twice Intel's share value... no. Just this, WCCF waited a long time to find something to publish about AMD that fits their editorial brief.
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I think AMD are actually in a very good place with their CPUs and I am expecting a real step up with their next family of GPUs.
 
Kaapstad said:
I think AMD are actually in a very good place with their CPUs and I am expecting a real step up with their next family of GPUs.
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Indeed...

HEDT:

Score 29294: AMD Threadripper 3990X at 3.6Ghz, scerbera
Score 11660: Intel Core i9 10980XE at 5.0Ghz, RSR

Mainstream

Score 10575: AMD Ryzen R9 3950X at 4.45Ghz, kitfit1
Score 6996: Intel Core i9 10900K at 5.3Ghz, FireTwo

AMD's best Mainstream 16 core at 4.45Ghz scores 90% as high as Intel's 18 core HEDT at 5Ghz.

Intel's 10 core mainstream at 5.3Ghz can't even keep up with AMD's stock 3900X..

Look at this, its just walls of AMD, no wonder Intel suddenly hate Cinebench, and in fact ANYTHING that isn't 1080P gaming.

https://forums.overclockers.co.uk/threads/the-official-ocuk-cinebench-r20-benchmark-thread.18849380/

When it comes to gaming even Intel, in their own slides admit to losing in a bunch of games to AMD and where they do win its only by a few % with a small number of 10% or more outliers.

With the 3300X AMD are teasing whats coming next, doing away with CCX's.

3300X 4 core 8 thread at 4.4Ghz: 186 FPS
7700K 4 core 8 thread at 5.1Ghz (+16%) 193 FPS (+3%)

IPC difference +13% to the 3300X, AMD are also touting a 15% IPC gain the the Zen 3 architecture vs Zen 2, if that happens Intel will start looking decidedly Bulldozer in comparison.

ViJVP77.png

As for Graphics.... Nvidia will win, that's ok, AMD don't have to win, they just have to make a good GPU fast enough and they will sell them like they are made of gold.

humbug said:
The XBox Series X is 2080 Super or a bit more with 52 CU's (actually has 56 CU's but is cut down to 52 for yields) at 1900Mhz. the PS5 runs 18% higher clock speeds than that at 2.23Ghz, at 2.2Ghz the XBox Series X would be at least a 2080TI.

If AMD can't beat a 2080TI with a 2.2Ghz RDNA2 GPU by 30% something is very wrong.
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Last edited:
https://www.techpowerup.com/273851/amd-reports-third-quarter-2020-financial-results

Q3 2020 Results
  • Revenue was $2.80 billion, up 56 percent year-over-year and 45 percent quarter-over-quarter driven by higher revenue in both the Enterprise, Embedded and Semi-Custom and Computing and Graphics segments.
  • Gross margin was 44 percent, up 1 percentage point year-over-year and flat quarter-over-quarter. The year-over-year increase was primarily driven by EPYC and Ryzen processor sales. Gross margin was flat quarter-over-quarter as an increase of Ryzen and EPYC processor sales was offset by a higher percentage of semi-custom revenue.
  • Operating income was $449 million compared to $186 million a year ago and $173 million in the prior quarter. Non-GAAP operating income was $525 million compared to $240 million a year ago and $233 million in the prior quarter. Operating income improvements were primarily driven by revenue growth, including an increase in Ryzen and EPYC processor sales and semi-custom product sales.
  • Net income was $390 million compared to $120 million a year ago and $157 million in the prior quarter. Non-GAAP net income was $501 million compared to $219 million a year ago and $216 million in the prior quarter.
  • Diluted earnings per share was $0.32 compared to $0.11 a year ago and $0.13 in the prior quarter. Non-GAAP diluted earnings per share was $0.41 compared to $0.18 a year ago and $0.18 in the prior quarter.
  • Cash, cash equivalents and short-term investments were $1.77 billion at the end of the quarter.
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Not shoddy.

Xillinx bought for 35bn on a share deal as well, no cash.

Enterprise, Embedded and Semi-Custom segment revenue was $1.13 billion, up 116 percent year-over-year and 101 percent quarter-over-quarter. Revenue was higher year-over-year and quarter-over-quarter due to higher semi-custom product sales and increased EPYC processor sales.
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And this is a startling contrast to Intel's Quarter.
 
AMD's Q4 2021 is just over Nvidia's Q4 2020. $3.244 Billion vs $3.104 Billion. $1.1 Billion up on Q4 2020, that's great.

Nvidia are also growing rapidly at 5$ Billion Q4 2021.

I'm pleased for Nvidia but its good to see AMD earning some proper money again and i think we can see that in the products AMD are knocking out now, Intel are left standing in AMD's dust and thier GPU's are every bit as good as Nvidia's in Rasterization performance while using less power, RDNA3 looks like its chiplet and with that AMD can really push the boundaries... This is what happens when there is healthy competition.
 
From that TPU thread.

And to think that just 5 years ago AMD didn't look like they could avoid bankruptcy to several Financial Analysts. No way to repay their mountainous debt. Losses in the hundreds of millions yearly. Their stock trading for under $2 a share. Today it trades for $85 a share.

Amazing.
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Revenue was $3.45 billion, up 93 percent year-over-year
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Yep, that's whale money.
 
Console contract finally paying off really.

Think about what also is currently selling like hot cakes during that period, pretty much the most in demand in products in the world right now, PS5 and Xbox Series and will continue to be the most in demand product this year to come.

Good to see they are getting the funds to start leveraging more R&D.

Curious to know if AMD is still involved in Apples high end products with the RX6000 series GPUs.

If so, they have pretty much covered the creativity sector where it matters, final cut pro continues to leave Adobe products in the dust.
 
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