Intel Q2 earnings.

[AnonymousGuy]

Over the top clickbait title, because why not.

 

Source:

https://www.fool.com/investing/2017/07/27/intel-corporation-reports-strong-earnings-results.aspx

 

Direct results: https://s21.q4cdn.com/600692695/files/doc_financials/2017/Q2/Earnings-Release-Q2-2017.pdf

 

Here's the top line information:

• Revenue: $14.8b
• Profit Margin: 61.6%
• Net Income (Revenue - Taxes - Expenses): $2.8b

 

AMD's numbers:

• Revenue: $1.2b
• Profit Margin: 33%
• Net Income: -$16m

 

"The company says that the operating profit growth was due to "improving 14nm costs" (manufacturing yield improvements), a "richer product mix" (selling more of its higher-end parts), and "lower spending" (cuts in operating expenses)."

 

Basically Intel is crushing it pretty much everywhere: laptops, datacenter, modems (iPhone), flash memory (NAND was very profitable due to the shortage, XPoint is dragging those numbers down a bit because it's new technology).  Intel could go on a 1 year vacation doing absolutely nothing and have more money in the bank than AMD generates in total revenue.

Edited July 27, 2017 by W-L
Content Title

[tom_w141]

Also in worlds most obvious "news" the sun will rise tomorrow.

[Princess Luna]

Ok.

[sazrocks]

And? No one said AMD is out-earning Intel.

 

Whats good here is how close AMD is to being profitable.

[Trik'Stari]

Intel has been in the lead for how long? No shit they have more money than AMD (who has been eating glue for how long?)

 

They're still on shaky ground. AMD's threadripper looks to be fairly ridiculous, and if Intel doesn't drop their prices they're going to start losing. They can improve performance all they want but if a company/customer can get the job done with a cheaper product that performs well enough, who cares about the yearly 10-15% performance improvement at the ridiculous prices?

Just now, Jito463 said:

-snip

I will lol

[aisle9]

Of course Intel is dominant. Their branding is ubiquitous, they own the prebuilt market and they have all the corporate contracts. Ever wonder why Dell doesn't make AMD-based Optiplex systems?

 

AMD has a lot of work to do to gain even footing. Everyone knows that.

[JediFragger]

3 minutes ago, sazrocks said:

Whats good here is how close AMD is to being profitable.

 

If Keller won't come back for a 3rd time then they're fucked.com

[ethanlatimer]

Open source will always have my back. Go AMD!!

[AnonymousGuy]

 

Just now, aisle9 said:

AMD has a lot of work to do to gain even footing. Everyone knows that.

If you've followed Ryzen threads, there's a significant population on here that think AMD can put out 1 decent product and suddenly become financially competitive again in the CPU business.  Last quarter everyone was saying "oh Ryzen just launched it hasn't had an impact yet".  Well, turns out the impact to Intel was nothing.

[PlayStation 2]

but amd is a smaller company reeeeeeeeeeeeee

[tom_w141]

4 minutes ago, AnonymousGuy said:

 

If you've followed Ryzen threads, there's a significant population on here that think AMD can put out 1 decent product and suddenly become financially competitive again in the CPU business.  Last quarter everyone was saying "oh Ryzen just launched it hasn't had an impact yet".  Well, turns out the impact to Intel was nothing.

This is fairly obvious and the same quarter of release is way too early to tell. The majority of the revenue doesn't even come from Desktop. I mean hell Ryzen isn't even in OEM machines yet so to say ryzen isn't having an impact is obvious... Ryzen/TR/Epycs effects on the market won't even show up until 2018. Again this is obvious but so is the fact that Intel makes money... It already has market share lmao. Congrats though this post has survived 10 mins in the news section despite not being news at all.

[H0R53]

12 minutes ago, AnonymousGuy said:

Over the top clickbait title, because why not.

 

Source:

https://www.fool.com/investing/2017/07/27/intel-corporation-reports-strong-earnings-results.aspx

 

Direct results: https://s21.q4cdn.com/600692695/files/doc_financials/2017/Q2/Earnings-Release-Q2-2017.pdf

 

Here's the top line information:

• Revenue: $14.8b
• Profit Margin: 61.6%
• Net Income (Revenue - Taxes - Expenses): $2.8b

 

AMD's numbers:

• Revenue: $1.2b
• Profit Margin: 33%
• Net Income: -$16m

 

"The company says that the operating profit growth was due to "improving 14nm costs" (manufacturing yield improvements), a "richer product mix" (selling more of its higher-end parts), and "lower spending" (cuts in operating expenses)."

 

Basically Intel is crushing it pretty much everywhere: laptops, datacenter, modems (iPhone), flash memory (NAND was very profitable due to the shortage, XPoint is dragging those numbers down a bit because it's new technology).  Intel could go on a 1 year vacation doing absolutely nothing and have more money in the bank than AMD generates in total revenue.

I'm not surprised, considering Ryzen is absolute garbage.

 

And 'Threadripper'? Who the fuck needs that many cores? The 22 core Xeons have enough power on their own, so why even bother?

 

Seriously, Threadripper is just 4 desktop dies glued together,

[Misanthrope]

In before forced thread title edit

 

EDIT: Also, please explain why AMD is substantially behind and on one of them, orders of magnitude behind intel, thanks.

 

Quote

Here's the top line information:

• Revenue: $14.8b
• Profit Margin: 61.6%
• Net Income (Revenue - Taxes - Expenses): $2.8b

 

AMD's numbers:

• Revenue: $1.2b
• Profit Margin: 33%
• Net Income: -$16m

 

[tom_w141]

1 minute ago, H0R53 said:

Seriously, Threadripper is just 4 desktop dies glued together,

Physically 4 but 2 are disabled  

[♠FlamieMeister♠]

HOLY SMOKES BATMAN YOU FIGURED OUT THAT A LARGER COMPANY MAKES MORE MONEY THAN A SMALLER COMPANY WHAT A MAGICIAN.

 

Aside from my stale meme, AMD does have a chance with ryzen, and right now intels basically shooting themselves in the foot a ton.

[H0R53]

10 minutes ago, aisle9 said:

Of course Intel is dominant. Their branding is ubiquitous, they own the prebuilt market and they have all the corporate contracts. Ever wonder why Dell doesn't make AMD-based Optiplex systems?

 

AMD has a lot of work to do to gain even footing. Everyone knows that.

They made one. ONE. And they're extremely rare.

[H0R53]

Just now, ♠FlamieMeister♠ said:

AMD does have a chance with ryzen

No they don't. They LOST MONEY.

[tom_w141]

15 minutes ago, AnonymousGuy said:

"lower spending" (cuts in operating expenses)."

aka not soldering the new HEDT...  

[♠FlamieMeister♠]

Just now, H0R53 said:

They made one. ONE. And they're extremely rare.

Oh the one at my relative's work. 

[H0R53]

Just now, ♠FlamieMeister♠ said:

Oh the one at my relative's work. 

I saw one on Amazon for $60.

[sazrocks]

3 minutes ago, H0R53 said:

I'm not surprised, considering Ryzen is absolute garbage.

 

And 'Threadripper'? Who the fuck needs that many cores? The 22 core Xeons have enough power on their own, so why even bother?

 

Seriously, Threadripper is just 4 desktop dies glued together,

 

2 minutes ago, H0R53 said:

Because they suck.

I really, really hope you just forgot the /s.

[AnonymousGuy]

2 minutes ago, tom_w141 said:

This is fairly obvious and the same quarter of release is way too early to tell. The majority of the revenue doesn't even come from Desktop. I mean hell Ryzen isn't even in OEM machines yet so to say ryzen isn't having an impact is obvious... Ryzen/TR/Epycs effects on the market won't even show up until 2018. Again this is obvious but so is the fact that Intel makes money... It already has market share lmao. Congrats though this post has survived 10 mins in the news section despite not being news at all.

Is AMD's slogan "just wait a few months"?  Products, drivers, revenue, optimization: everything is always just around the corner...

 

This was News, so now it's Intel's turn too:

 

[Mihle]

1 minute ago, sazrocks said:

 

I really, really hope you just forgot the /s.

He is trolling, I hope.

[♠FlamieMeister♠]

3 minutes ago, H0R53 said:

No they don't. They LOST MONEY.

Lets be clear. Q2 ended right as soon as budget cpu's launched. People are waiting for prices to go down for ryzen just a bit to buy them. Ryzen was able to lessen the profit loss, and they were able to put more funding into their chips and were able to start investing more in the business. It was a success for them. Their shares also rose, and right now datacenters are looking to jump to naples.

[tom_w141]

2 minutes ago, H0R53 said:

No they don't. They LOST MONEY.

This isn't an AMD thread but i'll get you up to speed real quick as you don't seem to understand the terms being banded around:

 

AMD made an operating profit in Q2 substantially higher than last year and exceeding analyst expectations.

 

AMD still made a net profit loss though in Q2 because net includes everything, i.e. existing debt. It is payments to this debt that explains why operating profit is positive and net profit is negative.