AMD Earnings

[TheGlenlivet]

https://www.cnbc.com/2019/01/29/amd-jumps-after-meeting-earnings-expectations.html

AMD had their earnings report today and did better than expected in some areas, while worse in others.  The good news is that it wasn't the disaster some were predicting.

 

 

- Also, stock is up 10% in after hours trading, so I guess the report went over well.

BRING ON THE 16 CORE MAINSTREAM CHIPS LISA!!!

[r2724r16]

2 minutes ago, TheGlenlivet said:

BRING ON THE 16 CORE MAINSTREAM CHIPS LISA!!!

[HomeBoi]

Well this was a post

[Fnige]

yay... 

Spoiler

Hype is the best business medicine out there

 

[porina]

1 hour ago, TheGlenlivet said:

- Also, stock is up 10% in after hours trading, so I guess the report went over well.

Stock price isn't about what you have done, it is about what the market thinks you are going to do. Going up shows market confidence, but they can be and often are wrong too, so don't read too much into it.

[COTG]

2 hours ago, porina said:

Stock price isn't about what you have done, it is about what the market thinks you are going to do. Going up shows market confidence, but they can be and often are wrong too, so don't read too much into it.

thats untrue actually, especially in this case. AMD stock went down around 12% over the last two days because Nvidia released their statement basically saying their earning tanked, and so investors expected the same to happen to AMD and therefore dumped the stock. When earning today came back and met expectations; were only slightly worse than expected previously, the stock rebounded. So todays increase is based on what amd has done

[williamcll]

Cool but when are those cool new chips going to come out?

[19_blackie_73]

2 hours ago, williamcll said:

Cool but when are those cool new chips going to come out?

Q2 afaik

[mr moose]

3 hours ago, COTG said:

thats untrue actually, especially in this case. AMD stock went down around 12% over the last two days because Nvidia released their statement basically saying their earning tanked, and so investors expected the same to happen to AMD and therefore dumped the stock. When earning today came back and met expectations; were only slightly worse than expected previously, the stock rebounded. So todays increase is based on what amd has done

Hang on, how can @porina be wrong if what you said reflects his position almost exactly.  Stock went down because investors thought the company was going down the same path as nvidia, stocks went up again because AMD showed they weren't, which gave investors confidence. 

 

Its exactly the same thing. 

[DrMacintosh]

As long as they made money and paid off some of their debt, it was a good quarter. 

[Stefan Payne]

They seem to suspect only under 10% over the year, though they might/will bring 7nm Products later the year...

And Wendell from L1T speculates that it doesn't look too good on the other side with todays News...

 

There's some truth to that, AMD seems to have invested all they could and came up with Ryzen and took the risk for 7nm as well...

Lets hope that it pays off and they can get a bit more back from the Market, so that the market is about equally shared...

[Taf the Ghost]

58 minutes ago, Stefan Payne said:

They seem to suspect only under 10% over the year, though they might/will bring 7nm Products later the year...

And Wendell from L1T speculates that it doesn't look too good on the other side with todays News...

 

There's some truth to that, AMD seems to have invested all they could and came up with Ryzen and took the risk for 7nm as well...

Lets hope that it pays off and they can get a bit more back from the Market, so that the market is about equally shared...

CPUs are long-tail products. It'll be 2020 before 7nm parts would dominate AMD's revenue.

[Stefan Payne]

1 hour ago, Taf the Ghost said:

CPUs are long-tail products. It'll be 2020 before 7nm parts would dominate AMD's revenue.

True

 

But we have 2 Problems:
a) Shortage on the Intel Side

b) only 14nm on Intel side vs. 7nm on AMD Side

 

So you'd assume that AMD will rock once they release those products...

 

And if they are as good as we assume/know right now, the 500€ Pricepoint of the 9900K is just not warranted. 

So that means that Intel might have to reduce the prices, wich they can't as they have a shortage and also it will tank their revenue.

 

But we have to wait and See how good Ryzen 2 really does as AMD was sandbagging Ryzen 2 as well. And I'd assume that they "Optimized" that setup to be as close as possible to the Intel CPU and just slightly beat them.

 

 

And with all that, if the Performance is awesome, price is good, it might increase purchases in the PC Market once again. As it was kinda tired of the slight improvements and the possibility to use 10-15 Year old Hardware for the newest Games until Ryzen came...

 

[leadeater]

1 hour ago, Stefan Payne said:

only 14nm on Intel side vs. 7nm on AMD Side

You know looking at that kind of thing is rather pointless right? Even from the same fab that can mean almost nothing, GloFo 12nm vs 14nm for example.

 

Node size numbers now days are about as meaning full as engine displacement, just a number.

[cj09beira]

15 minutes ago, leadeater said:

You know looking at that kind of thing is rather pointless right? Even from the same fab that can mean almost nothing, GloFo 12nm vs 14nm for example.

 

Node size numbers now days are about as meaning full as engine displacement, just a number.

there is no replacement for displacement  

[leadeater]

12 minutes ago, cj09beira said:

there is no replacement for displacement  

Sure there is, ram more air and fuel in to the engine 

[cj09beira]

1 minute ago, leadeater said:

Sure there is, ram more air and fuel in to the engine 

except you can do the same with a bigger engine and get even higher amounts of power  

[leadeater]

1 minute ago, cj09beira said:

except you can do the same with a bigger engine and get even higher amounts of power  

[Taf the Ghost]

2 minutes ago, leadeater said:

Sure there is, ram more air and fuel in to the engine 

 

1 minute ago, cj09beira said:

except you can do the same with a bigger engine and get even higher amounts of power  

Haha. I always love this argument in cars.

[hobobobo]

1 minute ago, cj09beira said:

except you can do the same with a bigger engine and get even higher amounts of power  

Look no futher the the Excorcist, bigger badder engine is for noobs, 2 trubines each with bigger volume then the engine is where its at

[cj09beira]

1 minute ago, leadeater said:

dont get me wrong i do love be some turbo charged small engines.

planning on fitting a 1jz into a celica once i actually start making money

[cj09beira]

in more AMD news, R&D continues to increase slowly, now at 371M in Q4 up from 320M in Q4 2017 and 363M in Q3

[Taf the Ghost]

9 minutes ago, cj09beira said:

in more AMD news, R&D continues to increase slowly, now at 371M in Q4 up from 320M in Q4 2017 and 363M in Q3

They really need about 100mil USD more per year in Software Development. That's the spot that's really killed AMD for the last few years.

[D13H4RD]

Really seems that at least AMD so far is pretty stable 

[cj09beira]

2 minutes ago, Taf the Ghost said:

They really need about 100mil USD more per year in Software Development. That's the spot that's really killed AMD for the last few years.

i think its just fine now at least on the consumer side, on the server side they might benefit quite a bit from added support so that things like rocm are developed faster and programs make better use of radeon