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The Financial Results Thread

DarrenM343 said:
Agree with ya, could be a decent opportunity to buy in and it seems like AMD are trying to keep things sensible with expectations (better a little dip now than a big crash later if the market expects way too much). I remember reading recently, from a so called expert :D that even some time from now, if all the targets are hit it would only justify a $14 price tag per share. They were already near that so the best possible news x months from now was already in the share price it seems and maybe they were right.
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With the Vega launch not too far away and Ryzen doing well this may be a good time to buy shares.
 
Shares already went up a lot on the speculation of Ryzen so I think the boat as already left on that one. Of course shares will hopefully continue to go up but its always a gamble, otherwise everyone would be raking in millions.
 
D.P. said:
Shares already went up a lot on the speculation of Ryzen so I think the boat as already left on that one. Of course shares will hopefully continue to go up but its always a gamble, otherwise everyone would be raking in millions.
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It is a simple result when you hype and promote a company beyond its reach and capabilities . AMD is a small company and you need to keep your expectation according to that.
 
Doom112 said:
It is a simple result when you hype and promote a company beyond its reach and capabilities . AMD is a small company and you need to keep your expectation according to that.
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Even with big companies hype causes problems to share values.Nvidia shares skyrocket in the last 6 months without any strong reasons. Yes they are very healthy and generating good revenue, profits and margins but the stock market kept pushing the value up to $120. took some analysts to point out that until Nvidia starts a revenue stream form autonomous cars etc. then there is just too much hype around the company and the share price re-adjusted.

With AMD, they need to prove they are going to be highly profitable in the near future. Ryzen is off to a great start but that wont automatically turn in to the sales figures that are required. Good products are no guarantee of success.
 
At least part of the problem is the margins. AMD always has to undercut the competitors when their products are similarly performing which equals less profit per item sold. At least one analyst has mentioned the margins being an issue. It's all very well kicking the competitors up the rear :p when it comes to pricing but if there's not so much profit in it, the shareholders won't like it.

Even if it now takes a year or two for AMD to get back to $14, and I can't see why it won't unless Ryzen and Vega really don't do well, that's still a near 40% profit from where the price is which is better than the bank pays :)
 
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^^^ that is why AmD said their GPU market will have to.loose the budget brand marketing and be comparably priced to Nvidia so that margins are healthy. Slim margins simply means less R&D and less ability to be competitive in the future or withstand market changes, product delays.
 
DarrenM343 said:
At least part of the problem is the margins. AMD always has to undercut the competitors when their products are similarly performing which equals less profit per item sold. At least one analyst has mentioned the margins being an issue. It's all very well kicking the competitors up the rear :p when it comes to pricing but if there's not so much profit in it, the shareholders won't like it.

Even if it now takes a year or two for AMD to get back to $14, and I can't see why it won't unless Ryzen and Vega really don't do well, that's still a near 40% profit from where the price is which is better than the bank pays :)
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i think , at end of this year of beginning of the next year, AMD will be over $14 . Lot of investor/s has shaken out from the pot . New ones are incoming. Taking the forecast and the debt, AMD doing kinda fine but slow. Need to sake up thinks and do more support on specific area/s. Same for Nvidia.
 
NV stock currently up 16% too. After AMD's drop I was expecting the market to drop NV down a notch too, expecting too much, but continue to turn in the results to satisfy.
 
AMD continue to make a loss that's disappointing. I don't get it. Nearly every time I look at the AMD CPU page I see all/most of the ZEN processors on discount. If they're good and sell well, the product should be selling itself. Maybe OCUK are able to do it due to their own relationship with AMD I don't know. But if you have a really good product that's selling well, you don't put it on discount fairly soon after launch. That's also a bit disappointing for existing buyers too. The 1800x was £40 quid off the last time I looked. Probably still making a profit but could be making £40 more. Maybe it's the sweet spot for profits but it always puts me off seeing discounts everywhere personally. What's the problem I ask myself :).
I am a little concerned we may see a flaw in the next chips due to any downsides to the infinity fabric approach being multiplied such as latency. We'll soon see I suppose.

After accidently selling too much Intel stock(which wasn't a lot anyway) the evening of the results being released for Intel I now hold more AMD than Intel so am keeping fingers crossed they do well.
 
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So Nvidia only make ~35% more revenue than AMD, but their net income is 8 times higher. I understand that net income is highly geared, but still, that's quite a difference. I've never looked into it before, but I can certainly see why AMD don't have money to throw around, particularly as this is a very good quarter for them.
 
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