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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 243.98+4.5%3:59 PM EST

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To: Joe NYC who wrote (41874)7/17/2021 10:08:53 AM
From: VattilaRead Replies (2) of 72227
 
AMD 2021-Q2 EPS Contest (non-GAAP)

UserEPSRevenueQ3 Outlook
Joe NYC$0.61$3.86B$4.25B
Pravin Kamdar$0.62$3.72B$3.92B
Vattila$0.60$3.70B$3.90B
Zacks Estimate$0.54$3.62B$3.78B

Updated with Joe's entry. That is one stellar outlook! Which implies Lisa Su will up guidance substantially for the 5th quarter in a row, I think. Let's hope so!

Also updated Zacks Estimate (revenue and outlook slightly up from $3.61B and $3.77B, respectively), as well as consensus and whisper numbers below (up from $0.48/(N/A)).

Post your numbers to participate! Note that you can revise your numbers until the earnings release, so don't be afraid to enter early.

Background Information

AMD's Q2 outlook: $3.60B ± 0.10B revenue
Analyst consensus/whisper: $0.54/0.57 EPS

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Previous Quarters 2021

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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Leaderboards for Previous Years

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.


AMD 2020 EPS Contest Scores

2020 Full year scores







RankUserEntriesEPS scoreRevenue scoreOutlook scoreOverall score
1Vattila40.950.850.650.8169
2neolib40.980.800.610.7972
-Zacks Estimate40.940.790.620.7856
3Pravin Kamdar30.720.620.500.6128
4rzborusa30.690.570.470.5812
5Kelvin C.P. Wang10.240.230.170.2150
6jc47410.230.190.190.2020







2020 Quarterly average







RankUserEntriesEPS scoreRevenue scoreOutlook scoreOverall score
1Kelvin C.P. Wang10.960.920.690.8601
2Pravin Kamdar30.960.830.660.8171
3Vattila40.950.850.650.8169
4jc47410.920.740.760.8080
5neolib40.980.800.610.7972
-Zacks Estimate40.940.790.620.7856
6rzborusa30.930.760.630.7749



AMD 2019 EPS Contest Scores

2019 Full year scores










RankUser


EntriesEPS scoreRevenue scoreOutlook scoreOverall score
-Zacks Estimate


40.990.970.960.9708
1Vattila


40.980.960.840.9264
2Pravin Kamdar


40.980.950.840.9258
3rzborusa


30.730.700.700.7106
4neolib


30.730.720.650.6977
5knykny


20.490.460.400.4496
6gzubeck


20.460.370.320.3822
7THE WATSONYOUTH


10.250.240.250.2468
8FUBHO


10.210.200.250.2199
9Harvey Allen


10.200.170.250.2058










2019 Quarterly average










RankUser


EntriesEPS scoreRevenue scoreOutlook scoreOverall score
1THE WATSONYOUTH


11.000.961.000.9871
-Zacks Estimate


40.990.970.960.9708
2rzborusa


30.970.930.940.9475
3neolib


30.970.960.870.9303
4Vattila


40.980.960.840.9264
5Pravin Kamdar


40.980.950.840.9258
6knykny


20.970.930.800.8991
7FUBHO


10.840.801.000.8796
8Harvey Allen


10.800.671.000.8230
9gzubeck


20.920.730.640.7643
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