Posted July 26, 2017 Quote 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 AMD FX-8350 @ 4.7Ghz when gaming | MSI 990FXA-GD80 v2 | Swiftech H220 | Sapphire Radeon HD 7950 + XFX Radeon 7950 | 8 Gigs of Crucial Ballistix Tracers | 140 GB Raptor X | 1 TB WD Blue | 250 GB Samsung Pro SSD | 120 GB Samsung SSD | 750 Watt Antec HCG PSU | Corsair C70 Mil Green Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 of course they did....everyone is buying their cards for cryptocurrency mining Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 shoulda bought stock 25 years ago and kept em Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 intel silently sobs in the corner to rule the people one must walk among them Server: Dell Optiplex 755 w/Q6600, 2TB Storage Lenovo G5 https://pcpartpicker.com/list/MXhGjc Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 *cough* Clear formatting for Night Theme *cough* *cough* please *cough* OS: W10 | MB: ASUS Sabertooth P67 | CPU: i7 2600k @ 4.6 | RAM: 2x8GB Corsair Vengeance 1600mhz | GPU: x2 MSI GTX 980 Gaming 4G | Storage: x2 WD CB 1TB, x1 WD CB 500GB | PSU: Corsair RM850x | Spare a moment for Night Theme Users: Spoiler I'm an erudite cave-dwelling Troglodyte I frequent LinusTechTips past midnight Dark backgrounds I crave For my sun-seared red gaze I'll molest you if you don't form your text right Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. CPU: Ryzen 9 5900 Cooler: EVGA CLC280 Motherboard: Gigabyte B550i Pro AX RAM: Kingston Hyper X 32GB 3200mhz Storage: WD 750 SE 500GB, WD 730 SE 1TB GPU: Gigabyte GTX 1050 PSU: Corsair SF750 Case: Streacom DA2 Monitor: LG 27GL83B Mouse: Razer Basilisk V2 Keyboard: G.Skill KM780 Cherry MX Red Speakers: Mackie CR5BT MiniPC - Sold for $100 Profit Spoiler CPU: Intel i3 4160 Cooler: Integrated Motherboard: Integrated RAM: G.Skill RipJaws 16GB DDR3 Storage: Transcend MSA370 128GB GPU: Intel 4400 Graphics PSU: Integrated Case: Shuttle XPC Slim Monitor: LG 29WK500 Mouse: G.Skill MX780 Keyboard: G.Skill KM780 Cherry MX Red Budget Rig 1 - Sold For $750 Profit Spoiler CPU: Intel i5 7600k Cooler: CryOrig H7 Motherboard: MSI Z270 M5 RAM: Crucial LPX 16GB DDR4 Storage: Intel S3510 800GB GPU: Nvidia GTX 980 PSU: Corsair CX650M Case: EVGA DG73 Monitor: LG 29WK500 Mouse: G.Skill MX780 Keyboard: G.Skill KM780 Cherry MX Red OG Gaming Rig - Gone Spoiler CPU: Intel i5 4690k Cooler: Corsair H100i V2 Motherboard: MSI Z97i AC ITX RAM: Crucial Ballistix 16GB DDR3 Storage: Kingston Fury 240GB GPU: Asus Strix GTX 970 PSU: Thermaltake TR2 Case: Phanteks Enthoo Evolv ITX Monitor: Dell P2214H x2 Mouse: Logitech MX Master Keyboard: G.Skill KM780 Cherry MX Red Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 40 minutes ago, iamdarkyoshi said: And can one of you two please fix the colour formatting? Just for you..... I won't Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 7 minutes ago, leadeater said: Just for you..... I won't Hmm. Must be all that lead you're eating. Beginner's Guide To The LTT Forums Donate Your PC's Unused Processing Power For Science! Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. Grammar and spelling is not indicative of intelligence/knowledge. Not having the same opinion does not always mean lack of understanding. Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 and it will flat after Vega launch ... those analysts Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 3 minutes ago, zMeul said: and it will flat after Vega launch ... those analysts 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. https://linustechtips.com/main/topic/449522-smoking-barrels-ltts-unnofficial-gun-club/ Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. For Sale: Meraki Bundle iPhone Xr 128 GB Product Red - HP Spectre x360 13" (i5 - 8 GB RAM - 256 GB SSD) - HP ZBook 15v G5 15" (i7-8850H - 16 GB RAM - 512 GB SSD - NVIDIA Quadro P600) Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 I read that as "AMD topless anal lists" and I was like better get it before the lock! ------- Current Rig ------- Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 Anybody else read the title as "AMD topless analyst" Details separate people. Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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... Make sure to quote me or tag me when responding to me, or I might not know you replied! Examples: Do this: Quote And make sure you do it by hitting the quote button at the bottom left of my post, and not the one inside the editor! Or this: @DocSwag Buy whatever product is best for you, not what product is "best" for the market. Interested in computer architecture? Still in middle or high school? P.M. me! I love computer hardware and feel free to ask me anything about that (or phones). I especially like SSDs. But please do not ask me anything about Networking, programming, command line stuff, or any relatively hard software stuff. I know next to nothing about that. Compooters: Spoiler Desktop: Spoiler CPU: i7 6700k, CPU Cooler: be quiet! Dark Rock Pro 3, Motherboard: MSI Z170a KRAIT GAMING, RAM: G.Skill Ripjaws 4 Series 4x4gb DDR4-2666 MHz, Storage: SanDisk SSD Plus 240gb + OCZ Vertex 180 480 GB + Western Digital Caviar Blue 1 TB 7200 RPM, Video Card: EVGA GTX 970 SSC, Case: Fractal Design Define S, Power Supply: Seasonic Focus+ Gold 650w Yay, Keyboard: Logitech G710+, Mouse: Logitech G502 Proteus Spectrum, Headphones: B&O H9i, Monitor: LG 29um67 (2560x1080 75hz freesync) Home Server: Spoiler CPU: Pentium G4400, CPU Cooler: Stock, Motherboard: MSI h110l Pro Mini AC, RAM: Hyper X Fury DDR4 1x8gb 2133 MHz, Storage: PNY CS1311 120gb SSD + two Segate 4tb HDDs in RAID 1, Video Card: Does Intel Integrated Graphics count?, Case: Fractal Design Node 304, Power Supply: Seasonic 360w 80+ Gold, Keyboard+Mouse+Monitor: Does it matter? Laptop (I use it for school): Spoiler Surface book 2 13" with an i7 8650u, 8gb RAM, 256 GB storage, and a GTX 1050 And if you're curious (or a stalker) I have a Just Black Pixel 2 XL 64gb Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. CPU: Ryzen 9 5900 Cooler: EVGA CLC280 Motherboard: Gigabyte B550i Pro AX RAM: Kingston Hyper X 32GB 3200mhz Storage: WD 750 SE 500GB, WD 730 SE 1TB GPU: Gigabyte GTX 1050 PSU: Corsair SF750 Case: Streacom DA2 Monitor: LG 27GL83B Mouse: Razer Basilisk V2 Keyboard: G.Skill KM780 Cherry MX Red Speakers: Mackie CR5BT MiniPC - Sold for $100 Profit Spoiler CPU: Intel i3 4160 Cooler: Integrated Motherboard: Integrated RAM: G.Skill RipJaws 16GB DDR3 Storage: Transcend MSA370 128GB GPU: Intel 4400 Graphics PSU: Integrated Case: Shuttle XPC Slim Monitor: LG 29WK500 Mouse: G.Skill MX780 Keyboard: G.Skill KM780 Cherry MX Red Budget Rig 1 - Sold For $750 Profit Spoiler CPU: Intel i5 7600k Cooler: CryOrig H7 Motherboard: MSI Z270 M5 RAM: Crucial LPX 16GB DDR4 Storage: Intel S3510 800GB GPU: Nvidia GTX 980 PSU: Corsair CX650M Case: EVGA DG73 Monitor: LG 29WK500 Mouse: G.Skill MX780 Keyboard: G.Skill KM780 Cherry MX Red OG Gaming Rig - Gone Spoiler CPU: Intel i5 4690k Cooler: Corsair H100i V2 Motherboard: MSI Z97i AC ITX RAM: Crucial Ballistix 16GB DDR3 Storage: Kingston Fury 240GB GPU: Asus Strix GTX 970 PSU: Thermaltake TR2 Case: Phanteks Enthoo Evolv ITX Monitor: Dell P2214H x2 Mouse: Logitech MX Master Keyboard: G.Skill KM780 Cherry MX Red Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 Author 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 AMD FX-8350 @ 4.7Ghz when gaming | MSI 990FXA-GD80 v2 | Swiftech H220 | Sapphire Radeon HD 7950 + XFX Radeon 7950 | 8 Gigs of Crucial Ballistix Tracers | 140 GB Raptor X | 1 TB WD Blue | 250 GB Samsung Pro SSD | 120 GB Samsung SSD | 750 Watt Antec HCG PSU | Corsair C70 Mil Green Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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?). Make sure to quote me or tag me when responding to me, or I might not know you replied! Examples: Do this: Quote And make sure you do it by hitting the quote button at the bottom left of my post, and not the one inside the editor! Or this: @DocSwag Buy whatever product is best for you, not what product is "best" for the market. Interested in computer architecture? Still in middle or high school? P.M. me! I love computer hardware and feel free to ask me anything about that (or phones). I especially like SSDs. But please do not ask me anything about Networking, programming, command line stuff, or any relatively hard software stuff. I know next to nothing about that. Compooters: Spoiler Desktop: Spoiler CPU: i7 6700k, CPU Cooler: be quiet! Dark Rock Pro 3, Motherboard: MSI Z170a KRAIT GAMING, RAM: G.Skill Ripjaws 4 Series 4x4gb DDR4-2666 MHz, Storage: SanDisk SSD Plus 240gb + OCZ Vertex 180 480 GB + Western Digital Caviar Blue 1 TB 7200 RPM, Video Card: EVGA GTX 970 SSC, Case: Fractal Design Define S, Power Supply: Seasonic Focus+ Gold 650w Yay, Keyboard: Logitech G710+, Mouse: Logitech G502 Proteus Spectrum, Headphones: B&O H9i, Monitor: LG 29um67 (2560x1080 75hz freesync) Home Server: Spoiler CPU: Pentium G4400, CPU Cooler: Stock, Motherboard: MSI h110l Pro Mini AC, RAM: Hyper X Fury DDR4 1x8gb 2133 MHz, Storage: PNY CS1311 120gb SSD + two Segate 4tb HDDs in RAID 1, Video Card: Does Intel Integrated Graphics count?, Case: Fractal Design Node 304, Power Supply: Seasonic 360w 80+ Gold, Keyboard+Mouse+Monitor: Does it matter? Laptop (I use it for school): Spoiler Surface book 2 13" with an i7 8650u, 8gb RAM, 256 GB storage, and a GTX 1050 And if you're curious (or a stalker) I have a Just Black Pixel 2 XL 64gb Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 Author 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 AMD FX-8350 @ 4.7Ghz when gaming | MSI 990FXA-GD80 v2 | Swiftech H220 | Sapphire Radeon HD 7950 + XFX Radeon 7950 | 8 Gigs of Crucial Ballistix Tracers | 140 GB Raptor X | 1 TB WD Blue | 250 GB Samsung Pro SSD | 120 GB Samsung SSD | 750 Watt Antec HCG PSU | Corsair C70 Mil Green Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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? Intel i7 12700K | Gigabyte Z690 Gaming X DDR4 | Pure Loop 240mm | G.Skill 3200MHz 32GB CL14 | CM V850 G2 | RTX 3070 Phoenix | Lian Li O11 Air mini Samsung EVO 960 M.2 250GB | Samsung EVO 860 PRO 512GB | 4x Be Quiet! Silent Wings 140mm fans WD My Cloud 4TB Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. Grammar and spelling is not indicative of intelligence/knowledge. Not having the same opinion does not always mean lack of understanding. Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
Posted July 26, 2017 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. Link to comment Share on other sites More sharing options... Link to post Share on other sites More sharing options...
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