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nicehat

AMD topples analysts revenue projections

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Posted · Original PosterOP

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AMD posted stronger-than-expected fiscal second-quarter results and gave a bright forecast for the third quarter.

 

AMD reported adjusted earnings of two cents per share, while Wall Street had expected earnings to be flat. Revenue jumped 19% year-over-year to $1.22 billion, higher than the $1.16 billion projected by analysts.

 

The company said in a statement that the sales increase was driven primarily by higher revenue in its computing and graphics segment.

 

AMD said it now expects third-quarter revenue to increase about 15 percent year over year. That figure implies third-quarter revenue of about $1.50 billion, easily besting analyst projections for about $1.39 billion, according to Thomson Reuters

 

 

Looks like next quarter might be even better once epyc and vega sales show up on the balance sheet. Not to mention ryzen will continue to gain traction in the market with threadripper sales. 

 

http://www.cnbc.com/2017/07/25/amd-stock-soars-after-strong-guidance-earnings-beat.html


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That mining revenue is likely what brought up their sales. The CPUs definitely didn't hurt, but one has to wonder how they would have done without it.


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40 minutes ago, iamdarkyoshi said:

And can one of you two please fix the colour formatting?

Just for you..... I won't :P

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7 minutes ago, leadeater said:

Just for you..... I won't :P

Hmm. Must be all that lead you're eating.

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1 hour ago, dizmo said:

That mining revenue is likely what brought up their sales. The CPUs definitely didn't heart, but one has to wonder how they would have done without it.

Tbh I'm not sure about that. The stores that were selling amd cards already bought them from AMD and after those were sold there was a supply issue which makes me wonder how much extra profit amd actually got from it.

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36 minutes ago, Brooksie359 said:

Tbh I'm not sure about that. The stores that were selling amd cards already bought them from AMD and after those were sold there was a supply issue which makes me wonder how much extra profit amd actually got from it.

If there is a supply issue and everything is sold then all that means is everything is sold. It does not indicate what the customers primarily bought them for. Nor does it indicate if they had more to sell how much more would have sold.  

 

I think it's a fairly safe bet that mining played a large role in this and sales figures could have gone significantly higher again had it not been for a the supply issue.  But I wouldn't discount ryzens starting to sell well.  There is no logical reason to assume they wouldn't.

 

 


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3 minutes ago, zMeul said:

and it will flat after Vega launch ... those analysts 9_9

Even if RX Vega proves to be a flop with gamers, they've already got a major deal in place to supply Apple with chips for their iMac Pros.  It won't fall completely flat, no matter the results.

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1 hour ago, dizmo said:

The CPUs definitely didn't heart, but one has to wonder how they would have done without it.

Did you mean 'didn't hurt', by any chance?

 

When I first read your post, I thought you were implying that Ryzen sales have been bad. I haven't seen official numbers, but from what I can tell, Ryzen is selling very well for enthusiasts.

 

I'll be much more interested in Ryzen OEM sales, and by extension, Epyc/Threadripper OEM sales - since OEM sales are by far the majority of CPU's that a company like AMD or Intel moves.


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2 hours ago, dizmo said:

That mining revenue is likely what brought up their sales. The CPUs definitely didn't heart, but one has to wonder how they would have done without it.

Ya sure Ryzenhad nothing to do within.

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Sorry to be that guy but... the title is incorrect. Amd posted a profit in q2 2016. And also, you're incorrect. Amd didn't post a profit this quarter either. Their net income was -$16 million. @nicehat you should change the title since it's completely incorrect...


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33 minutes ago, Jahramika said:

Ya sure Ryzenhad nothing to do within.

For the initial sales, sure, but not for the push above what was forecast.

42 minutes ago, dalekphalm said:

Did you mean 'didn't hurt', by any chance?

 

When I first read your post, I thought you were implying that Ryzen sales have been bad. I haven't seen official numbers, but from what I can tell, Ryzen is selling very well for enthusiasts.

 

I'll be much more interested in Ryzen OEM sales, and by extension, Epyc/Threadripper OEM sales - since OEM sales are by far the majority of CPU's that a company like AMD or Intel moves.

Haha, that I did. I'm sure that the processors are selling wonderfully for now, but what I meant was that the increase over what was expected was from miners buying more card than expected.

I'd say servers and professional work is what they need to target, but Intel has a pretty firm grasp on that, and if Epyc is pretty power hungry I don't think that'll change any time soon.

1 hour ago, Brooksie359 said:

Tbh I'm not sure about that. The stores that were selling amd cards already bought them from AMD and after those were sold there was a supply issue which makes me wonder how much extra profit amd actually got from it.

But they sold more cards, yes? Thus, more revenue.


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Posted · Original PosterOP
21 minutes ago, DocSwag said:

Sorry to be that guy but... the title is incorrect. Amd posted a profit in q2 2016. And also, you're incorrect. Amd didn't post a profit this quarter either. Their net income was -$16 million. @nicehat you should change the title since it's completely incorrect...

 

I meant to write operating profit. Which would be correct. Although, it would only act to confuse this term with overall profit


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2 minutes ago, nicehat said:

 

I meant to write operating profit. Which would be correct. Although, it would only act to confuse this term with overall profit

Ahhh I see. Yeah that would be accurate (I think?).


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Posted · Original PosterOP
21 minutes ago, DocSwag said:

Ahhh I see. Yeah that would be accurate (I think?).

Yeah, if you take a look at all the GAAP financials from Q2 of 2014 until now, you'll see that hold true

 

 

 


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Their operating income was positive, but their net income (as in, what you're left with after paying for all expenses) was still negative 16 million.

That's bad because at the end of the day, AMD has less money now than they did at the beginning of the quarter.

 

But considering the fact that they had a net income of negative 73 million dollars in Q1 this can be seen as positive. So if things keep getting better for AMD (like for example getting Ryzen into prebuilt computers) then they might be able to break even soon. I wouldn't bet money on it though.

 

It's kind of scary that even with AMD selling all their GPUs to miners (even AMD said that these results were because of miners, if the OP is to be believed), and with Ryzen being a success, they still can't break even.

Since mining cards will start hitting the second hand market soon (because of Eth crashing), chances are the next quarter will be worse for AMD.

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And once crypto mining won't be profitable anymore, people will try to return those GPUs and demnand money back for some weird reason. It's not nice, but they are doing it anyway. So that would mean loss for AMD once that happens.

 

Ryzen did bring some light to AMD.

But isn't Vega a failure?


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1 hour ago, nicehat said:

 

I meant to write operating profit. Which would be correct. Although, it would only act to confuse this term with overall profit

 

My skim reading skills must be in top form, because I ignored all the irrelevant stuff and came to the conclusion that AMD sold some shit, made money and it was good. 

 

No need to dick around with minor details if they only confuse the take home message. 


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1 hour ago, mr moose said:

My skim reading skills must be in top form, because I ignored all the irrelevant stuff and came to the conclusion that AMD sold some shit, made money and it was good. 

 

No need to dick around with minor details if they only confuse the take home message. 

The thing is though, AMD still lost money and I don't think that's what people are interpreting when they read this post.

 

The operating income was positive, but their net income was negative.

Operating income = Gross income minus a few things like salaries, but it does not factor in all types of expenses such as taxes, interest expenses and some other things such as lawsuit settlements.

Net income = The income they are left with at the end of the day, when all the expenses has been subtracted from their revenue.

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