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So the one negative I see is that Q4 is guided for only 4% QoQ, and its attributed to Epyc + semicustom. This is offset a bit by GMs guided +1.5% to 49.5 from 48% this Qtr.
I'm a little surprised that semicustom is guided for growth, I thought that Q3 was now typically the high for console. It seems odd that C&G is apparently guided for flat (or down??) for Q4. I wonder if they will be beat up for that in the CC??
For the third straight quarter this year, we all trounced Zacks — even Fastpathguru's outlier was closer to the real numbers! Congratulations to Pravin for hitting bullseye on the EPS, and a honourable mention to Joe for hitting the revenue spot on. I got the outlook right though!
On our leaderboard for 2021, Neolib climbs to the top with his solid entry overall. See below.
Thanks to all for playing! And praise and gratitude to AMD for great execution!
Note that, unlike the main EPS Contest, which is primarily ranked by EPS, these boards are ranked by overall score, which is an equally weighted average of subscores. Scores are calculated as (1+error)^-2 per quarter and normalized for the year by sum(scores)/4. The squaring of the denominator in the score calculation is just done to spread out the scores a little. There is no explicit relative weighting of EPS and revenue error, i.e. a 1 cent error in EPS equals a $10M error in revenue.