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The Financial Results Thread
- Thread starter Kaapstad
- Start date
Soldato
Retail sales are flat to declining in volume. Nv are chasing B2B where the money is
Caporegime
- Joined
- 18 Oct 2002
- Posts
- 30,794
A lot of smarter companies are these days inc OcUK who have a much larger interest in serving B2B these days.
The more you buy the more you save.
The more you buy the more you save.
I kick myself for not investing in AMD when they were $1.66 per share and Nvidia were $25 at the same time. But then again I sold 5 bitcoins for £80 each at one point. This is why I am not a captain of industry
I kick myself for not investing in AMD when they were $1.66 per share and Nvidia were $25 at the same time. But then again I sold 5 bitcoins for £80 each at one point. This is why I am not a captain of industry
Hindsight is a wonderful thing
AMD results here, overall very positive & strong outlook but... Radeon almost completely evaporated. Holy Jesus are those numbers catastrophic.
Gaming - Radeon, Consoles
Revenue $462m, down 69% YoY from $1.5b
Almost all due to lower revenue and lower semi-custom on consoles, despite PS5 Pro being launched.
Soldato
They can launch all the new consoles they want, unless they start writing new games for them people aren't going to be buying them.
Mean most of the people that wanted the PS5 and Xbox now have them, we are now 4 years on the console release cycles.
The Pro timing is strange because the PS4 pro didn't get crapped on because well everyone could buy a PS4, the PS5 took some people 2 years after its release to buy in a store without any issue, then to a lot of people the PS5 pro release feels very quick to them.
But all honesty, if AMD released the 7700XT and 7800XT at their current prices when they actually launched the 7000 series, they would have done better.
The 7700XT and 7800XT were released like a year later after the 7900 was released, they had nothing to sell and it hurt them a lot and deservingly so, they literally held back their product SKUs in the midrange and below.
Caporegime
Good results overall but yeah..... Radeon, consoles might as well not exist, 2% margin. its not worth AMD staying in this.
Caporegime
AMD don't manufacture the console chip's, they get paid to use the IP.
Now with that in mind they make a 2% margin on the console IP and Radeon GPU's combined, so they make a loss on the few GPU's they do sell, with $462m revenue, this includes consoles, they aren't selling many, just as well because the more they sell the more money they lose.
AMD are trying a new strategy with RDNA 4, if it doesn't work they have no reason to continue.
Caporegime
- Joined
- 18 Oct 2002
- Posts
- 30,794
Shame really, rDNA3 is really bloody good (I've had 4080s/4090s too so have the experience to compare)! Guess it's pricing in general, they need to drop.
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Soldato
- Joined
- 14 Aug 2009
- Posts
- 3,087
It really shows what gamers want and how disconnect Lisa is.
In the meantime, the competition was selling like crazy
NVIDIA Reports Massive 206% Increase in Revenue for Q3 2024!
Here are the Q3 2024 financial results from Nvidia where a record-breaking 206% yearly revenue was reported worth $18.1 billion dollars.
beebom.com
Soldato
- Joined
- 28 Sep 2018
- Posts
- 2,514
RDNA needs a new branding.
It’s too long associated with poor fsr reputation and poor RT performance.
If they want to buck that trend then start with a fresh plate and bring something NEW to the table. Don’t just try and catch up with nvidia.
It’s too long associated with poor fsr reputation and poor RT performance.
If they want to buck that trend then start with a fresh plate and bring something NEW to the table. Don’t just try and catch up with nvidia.
Caporegime
Don't know about rebranding but AMD are aware of the FSR and RT short comings, the plan is to improve those drastically, but if that doesn't make them profitable again then there is no saving Radeon, right now its an anchor around AMD's neck when they have massive growth in all other sectors, they clearly don't want to give up on it but there comes a point where one has to cut the anchor chain.
It will be a very sad day for me if Radeon ends up being canned. If you take a look at what the hardware offers right now, in this moment in time, it's a pretty solid offering on its own. The only thing that hasn't been solid has been the pricing, except for a few deals here and there. I don't dare to think what will happen to the market if they vanish with no replacement. The hardware is solid, the drivers are solid and the features are good with some being excellent. So it makes me wonder, why do pricing the way they have done for the last few years, mimicking NVIDIA? It's suicide. Is it pressure from investors? is it poor management? hubris? a bit of everything? I remember when the 5700XT arrived, cringe jebaiting aside, solid GPU for a good price(slight driver issues from time to time but stuff got fixed). We need more of that with the polish of the software that Radeon is offering today.
Caporegime
Unfortunately unless Radeon does everything as well as Nvidia or better and are 20% cheaper they have no chance of any sustainable marketshare.
I don't think that's anyone's fault, tho i do think tech jurnalisum over the last 10 or 15 years has been irresponsibly pro Nvidia or anti AMD, Linus has admitted an attitude like this toward AMD and in a moment of self awareness realised how unhealthy that is for this space.
Look at how Intel have been portrayed in the press, Intel are struggling to get their GPU's working properly ecte.... and all of that is made clear while at the same time there is an enormous amount of good will and soft balling by these journalists over their GPU's, i'm fine with that they are new in to it and need some good will but remember back through the years when AMD were clearly struggling did they ever get any good will from these people at all? No... even people like Steve Burke who i have a lot of respect for couldn't help sticking the boot in when Intel's GPU's were barely functional at $450 vs AMD far better $350 GPU proclaiming that Intel was going to take over AMD's market share, almost gleefully.... what the hell is wrong with you???
You can't just make a product and then make it much cheaper than your competitors just to gain some marketshare, this is such an over simplified and short sighted thing to say because if they are so cheap you lose money on every one you sell gaining marketshare is the last thing you want.
AMD do need to improve their GPU's but they could also do with some of that good will Intel enjoy. Intel are not going to save us from Nvidia and AMD????
If AMD can't do everything that these tech jurnoes want then Intel certainly can't, as usual you're just making the situation worse, you're all idiots.
Soldato
Its existence is solely now to stop nvidia getting done for having no competition.
Caporegime
That time has passed, Nvidia have no competition, AMD are a token second GPU designer, entirely irrelevant.