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   Technology StocksAMD, ARMH, INTC, NVDA


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To: fastpathguru who wrote (43288)10/26/2021 1:43:39 PM
From: Vattila
of 45168
 
AMD 2021-Q3 EPS Contest (non-GAAP)

UserEPSRevenueQ4 Outlook
fastpathguru$0.77$4.50B$4.80B
gvatty$0.69$4.42B$4.75B
Joe NYC$0.72$4.31B$4.70B
Kelvin C.P. Wang$0.75$4.40B$4.70B
neolib$0.74$4.35B$4.55B
Pravin Kamdar$0.73$4.22B$4.44B
rzborusa$0.76$4.44B$4.60B
Vattila$0.75$4.25B$4.50B
Zacks Estimate$0.66$4.12B$4.25B

PS. Updated with Fastpathguru, Neolib and Pravin's entries — all nicely to the upside! On all the optimism, I've also raised my revenue estimate slightly (from $4.20).

Congrats on the all-time-high today, and may the earnings report support it!

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
1rzborusa$0.63$3.92B$4.16B
2gvatty$0.62$3.78B$4.15B
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
6neolib$0.60$3.74B$3.95B
7Vattila$0.60$3.70B$3.90B
- 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
1rzborusa$0.52$3.33B$3.43B
2gvatty$0.51$3.35B$3.50B
3Joe NYC$0.54$3.35B$3.45B
4Vattila$0.50$3.30B$3.40B
5engineer$0.50$3.28B$3.51B
6Kelvin C.P. Wang$0.55$3.40B$3.60B
7neolib$0.56$3.40B$3.47B
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 (43293)10/26/2021 2:12:58 PM
From: Vattila
of 45168
 
Meanwhile, Nvidia's market capitalisation now tops $620B on a new all-time-high set today.

That's about 3.14 times AMD+Xilinx, or Intel.

Pi in the sky.

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To: Vattila who wrote (43295)10/26/2021 2:44:42 PM
From: Joe NYC
of 45168
 
And another market cap crossover, AMD > QCOM


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To: Joe NYC who wrote (43296)10/26/2021 3:11:02 PM
From: rzborusa
of 45168
 
A little early ....

ir.amd.com

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To: rzborusa who wrote (43297)10/26/2021 3:57:23 PM
From: neolib
of 45168
 
That was just the webcaste link.

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From: nixtox10/26/2021 3:57:24 PM
of 45168
 
Lisa Su on CNBC tomorrow at 9:15 EDT -- Live interview.

cnbc.com

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To: neolib who wrote (43298)10/26/2021 3:58:23 PM
From: neolib
of 45168
 
Edit, oops.

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To: Vattila who wrote (43294)10/26/2021 3:59:08 PM
From: neolib
of 45168
 
Edit. STill hope!

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To: neolib who wrote (43301)10/26/2021 4:15:57 PM
From: Vattila
of 45168
 
Price just spiked. Must be good.

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From: gvatty10/26/2021 4:16:46 PM
of 45168
 
ir.amd.com

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