AMD Revenue Stream Ryzes - Increased 19% Over Last Quarter

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Ryze....oh the Pun >.< lol
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Hopefully that profit goes to good use.
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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...
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Glad i bought when their stock was low. Hopefully it will do what Nvidia did when I said to buy Nvidia cheap.
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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.
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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.
If they can match Intel by next year. They will be doing good. Keep in mind OEM revenue has not hit and the R5 has only just started selling. When the new APU's come out AMD should be basically printing money.
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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:
In terms of what to expect in the revenue ramp, we started shipping early volume in the second half of June. We would expect that we continue to ramp that revenue through the second half of the year. We would expect some additional customer announcements in the second half of the year. And then as we stated with both cloud and the enterprise accounts, depending on their qualification cycles, it can take anywhere up to four quarters to qualify the parts. But so far so good. I think very good traction, and we continue to lean in hard on the datacenter opportunities
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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.
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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.
I'm going to ask you to please stop flaming AMD in every AMD thread out there.
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Pretty disappointing. Ryzen has been out for a quarter, and looks like it didn't result in any improvements to AMD.
You must have been the odd one out in math class.
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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.
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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.
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Pretty disappointing. Ryzen has been out for a quarter, and looks like it didn't result in any improvements to AMD.
Hey look, it's our neighborhood intel employee here to claim nothing about nothing but feel as though he knows what he is talking about. It's nice to see you. I mean...not really, but sure!
I'm going to ask you to please stop flaming AMD in every AMD thread out there.
Hey! At least someone else is noticing it. I thought i was going crazy.
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"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.
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Hey look, it's our neighborhood intel employee here to claim nothing about nothing but feel as though he knows what he is talking about.
Well, if he's an Intel fan, then his disappointment isn't surprising 😉. On the other hand, AMD stockholders, like me, are overjoyed (it's not every day that you see a stock in your portfolio shoot up 10%). Their forward guidance was also strong so looks like they'll be going from strength to strength.
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Well, if he's an Intel fan, then his disappointment isn't surprising 😉. On the other hand, AMD stockholders, like me, are overjoyed (it's not every day that you see a stock in your portfolio shoot up 10%). Their forward guidance was also strong so looks like they'll be going from strength to strength.
Please explain that to me, why is it noted in the graph posted by Hilbert that the loss per share is a few cents when the stock went up 10%? I'm 😕
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Please explain that to me, why is it noted in the graph posted by Hilbert that the loss per share is a few cents when the stock went up 10%? I'm 😕
A stock is always reflective of future performance, and what investors look for are positive indicators of growth. Whether a stock goes up or down on earnings depends on how it compares to analyst estimates for the reported quarter, as well as guidance for the following quarter, and AMD was able to surpass expectations on both counts. Thus, the company is doing better than what analysts were expecting, and so the stock goes up.
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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.
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Is there something wrong with what he's doing? Is it against the forum rules? Does he copy paste posts from thread to thread? Do you ask people who salivate over AMD in every thread to stop? Do you ever wonder why guru3d gets so many page hits daily yet so few bother to register and post on the forums and mainpage news? All rhetorical questions.
Have you ever wondered why this site doesn't look like IGN, YT or WCCF Tech?
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Is there something wrong with what he's doing? Is it against the forum rules? Does he copy paste posts from thread to thread? Do you ask people who salivate over AMD in every thread to stop? Do you ever wonder why guru3d gets so many page hits daily yet so few bother to register and post on the forums and mainpage news? All rhetorical questions.
The comments section here is intended for questions, intelligent conversation, or (what I typically do) debate. Spreading FUD, hate, and blatant bias doesn't tend to be welcome here, regardless of whose side you're on. Constructive criticism isn't a problem. In threads regarding Vega, there are plenty of people who express opinions with substance as to why they dislike it; notice how these people aren't getting a slap on the wrist, because they're not trolling - I say this even for those who I disagree with, because I still understand where they're coming from.