AMD Revenue Stream Ryzes - Increased 19% Over Last Quarter
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Ricepudding
Ryze....oh the Pun >.< lol
cryohellinc
Hopefully that profit goes to good use.
fantaskarsef
Good for AMD and the competitive environment. Would have expected more than "just" 20% increase since they probably haven't sold too many CPUs before Ryzen...
Exascale
Glad i bought when their stock was low. Hopefully it will do what Nvidia did when I said to buy Nvidia cheap.
NewTRUMP Order
A year ago Amd was at $7.00, NOW 14.00. INTEL was at $34.00, now $34.00.
Nvidia $60.00, now $164.00. AMD doesn't have the money to go to $164.00 but with Threadripper coming out they should stay the course.
Loophole35
Chillin
Most of the increased revenue is probably from miners more than anything else, check out the guidance:
https://seekingalpha.com/article/4090497-advanced-micro-devices-amd-q2-2017-results-earnings-call-transcript
Quoting someone else: During AMD's conference call today they said that they hoped to eventually win 10% of the server CPU market (Intel currently has well over 90% of the market), but that that would take time. They said inventory for Epyc is building much more slowly than for Ryzen because they don't expect significant Epyc sales in the coming quarter or two.
Though it's actually longer according to the call:
SirDremor
Pretty disappointing.
Ryzen has been out for a quarter, and looks like it didn't result in any improvements to AMD.
With current mining boom, majority of this "increase" came from GPU. Of course fans are blinded, but let's be honest.
TR and Epyc might have a better chance of increasing revenues, but at this time current Ryzen lineup doesn't look good (from financial perspective).
But! Bear in mind - it should not be surprising, we all know that major revenue contributors lie with Server and to some extent - enthusiast markets...
with low-priced Ryzen AMD can gain only some marketshare, but not improve its finanials.
vbetts
Moderator
PrMinisterGR
Exascale
The problem with the cryptocurrency is that its fickle and unsustainable. Analysts saying "dont buy AMD because cryptocurrency!" are clueless though. Cryptocurrency is not the reason to buy or not buy AMD at all. Here are the real reasons that, at this point, if you need x86 CPUs for almost any application(desktop, workstation, server, HPC) youd be a fool to buy Intel over AMD.
Thats particularly true with Epyc. Epyc offers over 2x the PCIe lanes, 2TB RAM per Epyc socket vs 1.5TB for Skylake SP, 8 channel memory vs 6, 32 cores vs 28 maximum on Skylake SP, all while being 1/4 the price of Skylake SP. The 28 core Skylake is $13,000 lol. Thats SPARC or V100 money.
Skylake doesnt support XPoint NVDIMMs so theres really no advantage in buying Skylake except for AVX-512, and if you ACTUALLY need vector performance in HPC, you would probably buy a REAL vector CPU, and only NEC makes those. Intels optional built in fabric is an onload rather than offload so its kind of bad. Better off with a dedicated router chip.
The vast majority(something over 90%) of servers are 2 sockets max, and considering that AMD Epyc offers in a single socket what it takes Intel 2 to 4 sockets in terms of peripherals and RAM, Epyc should REALLY take more than 10%. If you need 4-8 x86 sockets you could Skylake, but if you look at huge scale up NUMA machines SGI UVs, theyre actually based on two socket blades so you could do them better with Epyc. Especially since Epyc has 48bit physical addressing and Intel is stuck with 46bit still.
WalterDasTrevas
Currently I use Intel (i7 6700) and NVIDIA (GTX970), but I sincerely hope that AMD can win more market, after all, we all will be favored with a heated market and more competitiveness.
Intel has become accustomed with the customers conformism, who accept paying overpriced values. I hope this ends in a year or two.
Aura89
schmidtbag
"AMD still made a loss, though that is now limited towards 16 million USD."
Not being an expert in economics, is that the correct phrasing? I'm aware AMD is still in the red, but they are much less so than they were before. By saying they made a loss, that wouldn't that imply they spent more money than they earned? I could be wrong - I'm just trying to clarify.
D3M1G0D
fantaskarsef
D3M1G0D
GhostXL
My opinion here...
I get the Ryzen but not the grahpics cards.
All AMD has there is Bitcoin mining. It's slowing down year to year as more people venture into it.
Eventually it will come to a halt also....
Gaming is still an Nvidia thing on PC. There is just too much going for Nvidia to stop.
Consoles are a different thing. AMD is just there except for the Switch, which is Nvidia.
Loophole35
schmidtbag