First half of the news post: we lose $ each day. Second half of the post: but we do it innovatively! Not too happy about the numbers...

First half of the news post: we lose $ each day. Second half of the post: but we do it innovatively! Not too happy about the numbers...

I'll translate it to you... At 2014 - Q4, AMD needed $1.57B to be at zero (no loss, no gain). In 2015 - Q3, AMD needed $1.22B to be at zero (no loss, no gain). In 2015 - Q4, AMD needed $1.01B to be at zero (no loss, no gain). As long as we do not include interest from debt which is now around $50M per quarter. If AMD got $2B in revenue in 2014 - Q4, they would make $0.57B profit. If AMD got $2B in revenue in 2015 - Q3, they would make $0.78B profit. If AMD got $2B in revenue in 2015 - Q4, they would make $0.99B profit. In other words, moment AMD refreshes its business, it will fly. Same way as dropping heavy cargo from airplane with 2 of 4 engines broken to slow down fall. And then after becoming much lighter, those engines kick-in and plane flies much faster.

In other words, moment AMD refreshes its business, it will fly. Same way as dropping heavy cargo from airplane with 2 of 4 engines broken to slow down fall. And then after becoming much lighter, those engines kick-in and plane flies much faster.

It only can be hoped that they indeed will find ways to refresh their business. Which needs Zen and Polaris to be killer products, or this game might just go into next season with probably not much getting better. Maybe I'm a bit pesimistic here, there might be life in the old dog yet. 😉

Since completely new products are to be released this year, it is quite possible that they can actually turn a profit. And I hope they do.

It only can be hoped that they indeed will find ways to refresh their business. Which needs Zen and Polaris to be killer products, or this game might just go into next season with probably not much getting better. Maybe I'm a bit pesimistic here, there might be life in the old dog yet. 😉

They need to be beyond killer. They need to recapture lost marketshare. Fury X and 290x and all the other AMD GPU's were perfectly competitive and yet they still lost market. Polaris needs to not only be competitive, it needs to one up Nvidia. I think it has a good shot at doing it -- it sounds like its' going to be first to market, which is a big help. It also sounds like Nvidia might be having problems with Pascal/HBM2. Zen basically needs to do the same thing with Intel. If Polaris/Zen both come out and it's just the same as year, middling competitiveness, AMD dead. They should probably rethink some of their business practices as well. They need more revenue streams. People on Guru3D like to think all these companies should give away all their stuff for free -- well AMD is what a company looks like when Guru3D users run it. In the Microsoft thread a bunch of people commented about how MS doesn't know what it's doing, they should be going back to the roots and abandoning mobile, etc. It's hilarious to me that people can say that. Anyway, AMD needs a really good year if they are to continue. I think they have a shot at doing it with their current lineup. If not, they'll end up as part of Samsung or something.

[...] -- well AMD is what a company looks like when Guru3D users run it. [...]

:D That made me lauch so hard my co worker asked me what's up.

stop bashing AMD, it isn't good but it isn't bad result either... they change a lot of thing internal and it has a cost (even more when on cotation...). To inflect a gain/lost curve it can take years. and no i am still green user :bigsmile:

Anyway, AMD needs a really good year if they are to continue. I think they have a shot at doing it with their current lineup.

I don't think they need a good year to continue. They haven't had more than 1 or 2 "good" years in the last 15-20 and they are still here.

I don't think they need a good year to continue. They haven't had more than 1 or 2 "good" years in the last 15-20 and they are still here.

15-20? You mean less than 10? They were neck and neck with intel in terms of desktop markeshare/quarter in 2005. 2007/8 is when things starting going sour for them. They took out about ~2.5B loan and roughly ~1B of that needs to be substantially repaid by 2019. They pay roughly $180M a year in interest on that debt. They almost pay more in interest then their entire R&D budget. They literally sold and leased their own HQ back just to generate money a few years ago. If you think AMD is going to stay afloat forever, you're crazy. This is probably their last year to turn it around. If Polaris/Zen don't completely crush it, Samsung or someone will just gobble them up.

really must kick off with new innovation&technology not just only REFRESH-REBRAND PRODUCT(wtf call):bang:.. me too still in BLUE-GREEN side:)

Unfortunately, it looks at though Denial is right. Not that it's usual for him to be right.... AMD has been trying to return to profittability for several years now. Unfortunately their approach to doing so seems to have been centered around continually selling the same products and laying off staff. Tech companies don't survive without releasing new products at regular intervals and on time. That's been a consistent failing of AMD. They also lack the ability to properly market anything they release. Overhyped products generally perform poorly in sales due to consumer disappointment. When the product is overhyped and released LATE, as is common practice for AMD, sales suffer even more. AMD needs to learn how to PROPERLY market products and release them ON TIME.

double post

15-20? You mean less than 10? They were neck and neck with intel in terms of desktop markeshare/quarter in 2005. 2007/8 is when things starting going sour for them. They took out about ~2.5B loan and roughly ~1B of that needs to be substantially repaid by 2019. They pay roughly $180M a year in interest on that debt. They almost pay more in interest then their entire R&D budget. They literally sold and leased their own HQ back just to generate money a few years ago. If you think AMD is going to stay afloat forever, you're crazy. This is probably their last year to turn it around. If Polaris/Zen don't completely crush it, Samsung or someone will just gobble them up.

They simply don't have R&D money, period. Anyone hoping for a miracle is beyond hope. http://s24.postimg.org/65ina58v9/1amd_nvidia.png http://s24.postimg.org/uajcrut5x/1amd_nvidia_intel.png Of course, AMD is going to compete on both fronts with Chipzilla and Nvidia while spending less than either one on R&D. :wanker: Not to mention the one place AMD is targeting, desktops, is a shrinking market with lower and lower margins. In fact, I don't think people understand how insignificant and irrelevant AMD is in the CPU/SOC market right now: https://marketrealist.imgix.net/uploads/2015/06/Altera-acq2.png?w=660&fit=max&auto=format AMD had their time, and it was nice, now let us let them die in peace and watch the next semiconductor race in mobile 🙂