AMD reports 40 per cent YoY revenue growth in Q1 2020

[HEXUS]

And it asserts it is "on track to launch next-gen Zen 3 CPUs and RDNA 2 GPUs in late 2020".

Read more.

[3dcandy]

To be fair the general outlook is pretty bleak for everyone so I'm not surprised

[philehidiot]

To be fair the general outlook is pretty bleak for everyone so I'm not surprised

Yeh, no one really knows what to do about forecasting. It's easy enough to do scenarios and plan for each one, but what you forecast is frankly an impossible call.

[Tabbykatze]

When you have America going "it's no big deal!" then watching their economy slowly start showing signs of breakdown, shareholders believe all businesses should operate like nothing has changed.

"We're scoping a reduction in income due to COVID-19" - AMD

"Nah mate, total BS, you need to be selling more, what does a disease have to do with computers!" - Top 1%

[Iota]

They have to add a disclaimer though, if they didn't they'd be ripe for law suits from investors. It's a no win scenario, they're performing well but still get hit.

[nobodyspecial]

Won't be bolstered much by new consoles. Look a the revenue, 348mil for a net loss. You can't make money on these things unless you are selling far more units yearly, or forcing HIGHER MARGIN. They should tell msft/sony to pay $25 more per part (basically get that margin up to 40% or so). If silicon is short ALWAYS make higher margin crap first and only start other stuff on the low end when the high end stays on the shelf. Forget the poor until the rich have had their fill and your bottom line won't keep looking like crap. Revenue up 40%, NET INCOME still rubbishrubbishrubbishrubbishe. Stock is not currently worth $35 (~1B/yr gross, 1/2B net or so, both should be FAR higher for todays stock price). Bad next Q prediction, stock should tank on any bad economic news probably. AMD needs to rethink pricing or continue these crap 100-200mil net income quarters forever. This is not how you beat companies making BILLION NET quarters, or in Intel's case, MANY BILLION's per Q NET. They have a future where they will be worth this (if they charge accordingly at some point), but it is a sell today with this report showing no massive gains in income (which I half expected given selling more servers and expensive stuff now on the shelf). They just keep pricing too many things FAR too low to hit 60% margins they need to in order to compete for real with NV/Intel. NV is buying 7B companies, while Intel forks out 16B for the same. You have been selling everything under the sun that you owned to stay afloat for the last decade, while they are buying billion dollar companies that strengthen their products going forward. Charge more, or this just gets worse again. You made a nice run, but so far have failed to PRICE RIGHT for profit forcing everyone to mark 1/2 off etc at launch killing your net income. FOOLS. Stop being our buddy and start making money.

[BigBANGerZ]

if AMD can disrupt the GPU market they will be on a super strong footing imho

[Tabbykatze]

<bunch of garbage because NS doesn't understand how market capital, sales and business trenda work interspersed with ragey capitalised words>

Do you ever actually want to follow a coherent string and not type like a thirteen year old?

[Dec]

Will be interesting to see what happens from their next gen of graphics.. especially being involved with the next gen consoles. Be interesting to see how that affects their market share.

[DanceswithUnix]

Have bought two AMD based 12 core workstations recently, and the only option to buy them was PC Specialist. Dell and HP etc wouldn't/couldn't take my money.

With the big players still being the best friends money can buy to Intel I'm surprised AMD are doing this well, those CPU sales must be almost all retail only through the likes of Amazon.

[rave_alan]

Amd is fighting a company that has 10 times more money for marketing and development. All things considering they are doing very well!

[spacein_vader]

Do you ever actually want to follow a coherent string and not type like a thirteen year old?

As en exercise I take just the ALLCAPS words alone to see if the post makes any less sense that way. In this case:

HIGHER MARGIN ALWAYS NET INCOME FAR BILLION NET MANY BILLIONS NET FAR PRICE RIGHT FOOLS.

I don't think it loses anything.

[chj]

Nobody special it does say margins are up 5%. You've got to slowly boil your frogs.

Also I think as the underdog AMD didn't have much choice but to price competitively. Considering Intel's market share, AMD needed to entice companies and consumers as much as they can whilst building their Ryzen/epyc brand.

[Iota]

I don't think it loses anything.

Amusing, it's also quite an interesting way to glean a TL;DR from a passage like that.

[globalwarning]

Won't be bolstered much by new consoles. Look a the revenue, 348mil for a net loss. You can't make money on these things unless you are selling far more units yearly, or forcing HIGHER MARGIN. They should tell msft/sony to pay $25 more per part (basically get that margin up to 40% or so). If silicon is short ALWAYS make higher margin crap first and only start other stuff on the low end when the high end stays on the shelf. Forget the poor until the rich have had their fill and your bottom line won't keep looking like crap. Revenue up 40%, NET INCOME still rubbishrubbishrubbishrubbishe. Stock is not currently worth $35 (~1B/yr gross, 1/2B net or so, both should be FAR higher for todays stock price). Bad next Q prediction, stock should tank on any bad economic news probably. AMD needs to rethink pricing or continue these crap 100-200mil net income quarters forever. This is not how you beat companies making BILLION NET quarters, or in Intel's case, MANY BILLION's per Q NET. They have a future where they will be worth this (if they charge accordingly at some point), but it is a sell today with this report showing no massive gains in income (which I half expected given selling more servers and expensive stuff now on the shelf). They just keep pricing too many things FAR too low to hit 60% margins they need to in order to compete for real with NV/Intel. NV is buying 7B companies, while Intel forks out 16B for the same. You have been selling everything under the sun that you owned to stay afloat for the last decade, while they are buying billion dollar companies that strengthen their products going forward. Charge more, or this just gets worse again. You made a nice run, but so far have failed to PRICE RIGHT for profit forcing everyone to mark 1/2 off etc at launch killing your net income. FOOLS. Stop being our buddy and start making money.

I suspect that the lead loss will be taken by Sony and MS, not AMD. AMD is probably even getting paid for development of these chips, and is getting a guaranteed revenue stream. They'll still make money of it it, even if it's not as much as they might like. It also means that they'll guarantee that games are being tailored to their CPU and GPU architectures, thus making the benchmarks for games better, and granting a likely boost in other sales. I don't see how this is possibly a loss for them.