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Home  /   Forum   /   Amerikaanse aandelen   /   AMD (Advanced Micro Devices )

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AMD (Advanced Micro Devices )

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1.552 Posts
Pagina: «« 1 ... 73 74 75 76 77 78 »» | Laatste | Omlaag ↓
  1. forum rang 9 nine_inch_nerd 29 oktober 2024 21:23
    Q3'24 Earnings Highlights:

    - Revenue: $6.82B (Est. $6.71B); UP +18% YoY
    - Adj. EPS: $0.92 (Est. $0.92)
    - Adj. Gross Margin: 54% (Est. 53.4%); UP from 51% YoY
    - Adj. Operating Income: $1.72B; UP +34% YoY
    - Free Cash Flow: $496M; UP +67% YoY

    Q4'24 Guidance:
    - Revenue Target: $7.5B ± $300M (Est. $7.55B); Represents +22% YoY growth at midpoint
    - Non-GAAP Gross Margin: ~54%

    Segment Performance:
    - Data Center: $3.55B (Est. $3.48B); UP +122% YoY
    - Strong ramp-up in AMD Instinct GPU shipments and EPYC CPU sales...Segment continues leading AMD's growth trajectory

    - Client: $1.88B (Est. $1.74B); UP +29% YoY
    - Recovery in PC market with demand for “Zen 5” Ryzen processors

    - Embedded: $927M (Est. $917.1M); DOWN -25% YoY
    - Impact from inventory normalization; slight sequential improvement

    - Gaming: $462M (Est. $577.4M); DOWN -69% YoY
    -Decline driven by reduced semi-custom revenue

    Operational Metrics:
    - R&D Investment: $1.64B; UP +8.6% YoY
    - Capital Expenditure: $132M; UP +6.5% YoY
    - Operating Margin: 25% (Est. 25.6%); UP from 22% YoY

    Recent Developments:
    - AMD announced new EPYC 9005 Series processors with industry-leading performance and energy efficiency for data centers.
    - Expanded AI partnerships with leading cloud providers, including Google Cloud, Meta, Microsoft, and Oracle.
    - Unveiled Ryzen AI PRO 300 Series mobile processors, delivering 50+ AI TOPS and leadership in battery life and security for enterprise laptops.
    - AMD's Instinct MI300X accelerators powered Oracle Cloud's Compute Supercluster, designed for high-demand AI workloads.
    - Completed the acquisition of Silo AI to enhance AMD's AI model development capabilities.
    - Announced plans to acquire ZT Systems to expand AMD’s data center AI systems capacity.

    CEO Dr. Lisa Su's Commentary:
    "We delivered strong third-quarter financial results, led by record sales of EPYC and Instinct data center products and robust demand for Ryzen processors. We see significant growth opportunities across all our segments driven by the insatiable demand for more compute."

    CFO Jean Hu's Commentary:
    "We executed well in Q3, with revenue above expectations and strong expansion in gross margin. We remain on track to deliver record revenue for 2024, driven by the growth in Data Center and Client segments."
  7. forum rang 9 nine_inch_nerd 29 oktober 2024 22:12
    Sarbjeet Johal (Technology Analyst and GTM Strategist)

    Earnings: Despite good looking numbers, AMD isn’t living up to the hashtag#GenAI hype as much as market anticipated. Stock is down 6% after-hours.

    AMD announced revenue for the third quarter of 2024 of $6.8 billion, gross margin of 50%, operating income of $724 million, net income of $771 million and diluted earnings per share of $0.47.

    On a non-GAAP basis, gross margin was 54%, operating income was $1.7 billion, net income was $1.5 billion and diluted earnings per share was $0.92.

    POSITIVES

    - Record Data Center segment revenue of $3.5 billion, up 122% YoY

    - Client segment revenue increased 29% YoY to $1.9 billion

    - Overall revenue grew 18% YoY to $6.8 billion

    - Gross margin improved to 50% GAAP (54% non-GAAP)

    - Net income increased 158% YoY to $771 million GAAP

    NEGATIVES

    - Gaming segment revenue declined 69% YoY to $462 million

    - Embedded segment revenue decreased 25% YoY

    - Operating expenses increased 7% YoY to $2.7 billion
  16. forum rang 7 Jager63 1 november 2024 05:18
    quote:

    ikke,dus schreef op 31 oktober 2024 21:34:

    lol, om die AMD te kopen heb ik die voor de gok gekochte Intel verkocht....
    Die zijn nabeurs nu +13%. Tsja. Op de beurs doe je het altijd fout (Of had je het beter kunnen doen)

    Dit ter ondersteuning van Jager63
    Ikke,

    Voel met je mee.

    Jan
  19. forum rang 8 closer 5 november 2024 17:48
    quote:

    ikke,dus schreef op 5 november 2024 10:35:

    Ik ben bang dat we nog een jaartje geduld moeten opbrengen...
    Misschien, maar als een succesvol belegger als oud-staatssecretaris van Financiën Folkert Idsinga ook AMD bezit doen we het toch niet heel slecht. Hij zit overigens ook in Nvidia en tientallen andere fondsen.

    bijlagen.nos.nl/artikel-21492825/Bela...
1.552 Posts
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