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   Technology StocksAMD, ARMH, INTC, NVDA

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To: Joe NYC who wrote (43244)10/22/2021 4:24:22 AM
From: Vattila
of 55613
AMD 2021-Q3 EPS Contest (non-GAAP)

UserEPSRevenueQ4 Outlook
Joe NYC$0.72$4.31B$4.70B
Zacks Estimate$0.66$4.12B$4.25B

PS. Updated with Joe's entry. Nice numbers!

Background Information

AMD's Q3 outlook: $4.10B ± 0.10B revenue
Analyst consensus/whisper: $0.67/$0.71 EPS


Previous Quarters 2021

AMD 2021-Q2 EPS Contest (non-GAAP) — Results

Actual numbers: $0.63 EPS on $3.85B revenue
Q3 outlook: $4.10B ± 0.10B revenue

RankUserEPSRevenueQ3 Outlook
3Pravin Kamdar$0.62$3.72B$3.92B
4Joe NYC$0.61$3.86B$4.25B
5Kelvin C.P. Wang$0.65$3.90B$4.30B
- Zacks Estimate$0.54$3.62B$3.78B

AMD 2021-Q1 EPS Contest (non-GAAP) — Results

Actual numbers: $0.52 EPS on $3.45B revenue
Q2 outlook: $3.60B ± 0.10B revenue

RankUserEPSRevenueQ2 Outlook
3Joe NYC$0.54$3.35B$3.45B
6Kelvin C.P. Wang$0.55$3.40B$3.60B
8Pravin Kamdar$0.48$3.25B$3.55B
- Zacks Estimate$0.44$3.21B$3.28B

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To: Joe NYC who wrote (43234)10/22/2021 4:58:36 AM
From: Vattila
of 55613
Nice to see AMD up yesterday (my birthday!) and in AH and premarket today (+2%), showing competitive strength after Intel's alarming report (now down 10% in the premarket).

By the way, Soitec was also nicely up yesterday, after reporting stellar numbers on Wednesday (revenue up 40%, guidance up 45%, H1 up 53%, best ever). The stock is up almost 15% the last 5 days.

I have had a good week. Looking forward to AMD earnings!

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From: Frank Sully10/22/2021 11:12:27 AM
of 55613
Intel: Keeps Getting Worse

Oct. 21, 2021 10:13 PM ET


The company has guided to a Q4'21 revenue goal inline with analyst targets around $18.3 billion while the EPS guidance is below estimates at $0.90. What really stands out with guidance is the gross margin target of 53.5%. Intel has now forecast the typically strong Q4'21 revenues will generate a 650 basis point hit to gross margins after just reporting a quarter with 56.5% margins.

In essence, Intel will report a EPS of just $0.90 after hitting $1.52 last Q4. The company is forecasting revenues falling again. The indications remain that Intel is picking up low margin CPU chip deals while competitors AMD ( AMD) and Nvidia ( NVDA) are taking the higher margin chips in data centers.

Ugly Setup

Heading into these quarterly results, Intel was already facing tons of lost market share to AMD and Nvidia. These chip companies have been growing revenues at 40%+ annual clips while Intel can't even grow anymore.

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To: Joe NYC who wrote (43247)10/22/2021 11:31:58 AM
From: fastpathguru
of 55613
Here is another supercomputer in Sweden being installed.


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To: rzborusa who wrote (43246)10/22/2021 2:26:38 PM
From: Joe NYC
of 55613
BTW, another gem from the call was that the reason for decreasing ASPs in servers is that the mix of the low core count to high core count is shifting to low core count. Which coincides with Enterprise growing and Cloud shrinking..

That means that the high core count is shifting to AMD.

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To: Joe NYC who wrote (43254)10/22/2021 3:09:52 PM
From: rzborusa
of 55613
Yesterday at the close it magically hit $56. Less than a minute after the close it was down over two dolla. Something leaked ...

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From: Joe NYC10/22/2021 3:55:58 PM
of 55613
Kumar notes that Intel pointed to weakness in the low-end of the PC market whereas the high-end PC market fared better. Chips for high-end PCs are an area of strength for AMD. Kumar thinks that’s good news for the company, which reports quarterly results on Tuesday.

“We continue to believe AMD is well positioned to continue to take share from Intel in both PCs and servers,” Kumar wrote. “In our eyes, Intel’s hiccups continue to leave AMD in a better position competitively, as it will take multiple years for Intel to catch up.”

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To: Joe NYC who wrote (43256)10/22/2021 4:21:34 PM
From: Joe NYC
of 55613
Strange that AMD and XLNX closed in opposite direction. +.49 / -1.15

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To: Joe NYC who wrote (43256)10/22/2021 4:46:00 PM
From: neolib
of 55613
Just returned from my local Staples, and 100% of notebooks + DT PCs on display are Intel based. They must have some contra-revenue going between Santa Clara and Staples is all I can think of. The lowest priced notebook was $299 and the highest was $799.

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To: Vattila who wrote (43251)10/22/2021 5:32:47 PM
From: Joe NYC
of 55613
Speaking of which, mine is the same as Lisa Su's.

So maybe it was a destiny for me to come back to be an AMD investor...

PS: Lisa Su is a Scorpio, whatever that means... Will come back at you with a big sting...

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