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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 237.57-2.6%Nov 11 3:59 PM EST

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To: Pravin Kamdar who wrote (46762)10/31/2022 11:05:50 AM
From: VattilaRead Replies (2) of 72278
 
AMD 2022-Q3 EPS Contest (non-GAAP)

UserEPSRevenueQ4 Outlook
fastpathgurun/an/an/a
gvattyn/an/an/a
Joe NYCn/an/an/a
Kelvin C.P. Wangn/an/an/a
neolibn/an/an/a
Pravin Kamdar$0.60$5.65B$5.80B
rzborusa$0.52$5.62B$5.91B
Vattila$0.50$5.60B$6.20B
Zacks Estimate$0.67$5.58B$5.85B

Updated with Rzborusa and Pravin's entries, as well as revised numbers from Zacks (EPS down from $0.69 and outlook down from $6.04B). I'm holding steady with my optimistic outlook, hoping for data centre and embedded to produce the goods (these have been supply-constrained with very good customer and order visibility far ahead, and supply should now be plenty with the consumer market slowdown, I guess).

Post your numbers to participate!

Background Information

Note that AMD announced preliminary results 6 October, revealing a $1.10B revenue shortfall relative to the forecasted outlook, due to the weakening PC market.

AMD's preliminary Q3 results (announced 6 October): $5.60B revenue
AMD's Q3 outlook (announced with Q2 results): $6.70B ± 0.20B revenue
Analyst consensus/whisper: $0.55/$0.49 EPS

Q2 results and scoreboards

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