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Thread: AMD sees strong Ryzen and Epyc sales but disappoints markets

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    AMD sees strong Ryzen and Epyc sales but disappoints markets

    CEO Lisa Su states that AMD is "right where we want to be on our long-term strategic plan".
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    Re: AMD sees strong Ryzen and Epyc sales but disappoints markets

    Those figures are pretty good, especially since many have been waiting for the new higher-end Ryzens (e.g. the 3950x). The delays bringing these to market will have had some dampening effect on revenue.

    The next couple quarters will see the top-tier Ryzen and ThreadRipper CPUs gain a foothold and start eating away at Intel's high-end desktop share... then there's the as yet unannounced GPUs with hardware-based ray-tracing to follow in the not so distant future (the Xbox Scarlett and PS5 dev kits include pre-production AMD GPUs with these capabilities already).

    Dr Su's commentary stacks up better than the hype and hot air produced by Intel and NVidia these days.

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    Re: AMD sees strong Ryzen and Epyc sales but disappoints markets

    Markets, huh? If I'm reading that right, both operating expenses and net operating loss went up, but they still managed to turn an overall 17% increase in net profit year-on-year. That despite what should have been an anticipated drop off in semi-custom revenues due to the console renew cycle.

    Where exactly do people think AMD are underperforming?!

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    Re: AMD sees strong Ryzen and Epyc sales but disappoints markets

    Quote Originally Posted by scaryjim View Post
    Markets, huh? If I'm reading that right, both operating expenses and net operating loss went up, but they still managed to turn an overall 17% increase in net profit year-on-year. That despite what should have been an anticipated drop off in semi-custom revenues due to the console renew cycle.

    Where exactly do people think AMD are underperforming?!
    That would imply the people doing the investing actually looked deeper than the figures... Most share buyers are semi-automated pension and hedge funds - always chasing the bottom line today not tomorrows.
    Trust

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    Re: AMD sees strong Ryzen and Epyc sales but disappoints markets

    Wonder if the business side will spike up as adoption for EPYC Rome increases?

    Very nice figures from AMD.

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    Re: AMD sees strong Ryzen and Epyc sales but disappoints markets

    what could really eat into AMD is Intel releasing their Xe GPU's in 2020.
    especially if they found a way to make them perform better with their own products (dunno about any potential legalities)

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    Re: AMD sees strong Ryzen and Epyc sales but disappoints markets

    Quote Originally Posted by will19565 View Post
    what could really eat into AMD is Intel releasing their Xe GPU's in 2020.
    especially if they found a way to make them perform better with their own products (dunno about any potential legalities)
    ROFL. Larrabee Larrabee, Intel's graphics wannabe! It's all happening again

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    Re: AMD sees strong Ryzen and Epyc sales but disappoints markets

    Quote Originally Posted by scaryjim View Post
    Where exactly do people think AMD are underperforming?!
    As the article says "most analysts had expected better". The share price before the announcement would have reflected prior expectations. If the results were lower than the market expected then the share price would fall even if the results were 'good'. They just weren't as good as had been expected.

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    Re: AMD sees strong Ryzen and Epyc sales but disappoints markets

    Nope, 20 pts shy of where I want you on MARGIN. And a BILLION shy on NET INCOME (not revenue, I'm talking bottom line here!) as you are now selling a full Q of all new products and still priced wrong YET AGAIN, and are still making PEANUTS (under 200mil is peanuts). Intel made 10B NET INCOME on 70% market share (price right!). AMD made under 200mil on 30% share, which shows how dumb pricing people are at AMD. Even a retard can do the math here and would say "YOU ARE FIRED". When you're winning you NEVER offer 1/2 off the competition...They just do the same and you make 40% margins instead of 60%+. This isn't rocket science, it's simple economics of business. You started a war for nothing, and intel responded with 3B+ in cuts to stop you. That is just the beginning now that you have pissed them off.

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