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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 237.57

-2.6%

3:59 PM EST

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To: Vattila who wrote (49680)

4/30/2023 3:27:44 PM

From: Vattila

Read Replies (1) of 72278

AMD 2023-Q1 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
fastpathguru	n/a	n/a	n/a
gvatty	n/a	n/a	n/a
Joe NYC	n/a	n/a	n/a
Kelvin C.P. Wang	n/a	n/a	n/a
neolib	n/a	n/a	n/a
Pravin Kamdar	$0.58	$5.40B	$5.80B
rzborusa	n/a	n/a	n/a
Vattila	$0.61	$5.50B	$5.70B
Zacks Estimate	$0.56	$5.30B	$5.47B

Updated with the latest outlook from Zacks (slightly down from $5.50B). Their full year estimate is now down to $23B, which is a decline of ~1% year over year. So they are pretty cautious about the rebound expected in the course of the year. For next year, they estimate only ~16% growth, which is still well below AMD's financial model (20% CAGR). So, expectations are low, even though PC markets are expected to remain healthy after the inventory correction (Intel's recently restated estimate is 270M units by the end of the year, which is still pretty good), and even though there are clear signs of dramatic acceleration in AI and associated spend on compute resources from server to edge — with AMD well placed to benefit with a stellar portfolio of products and technologies, spanning CPU, GPU, FPGA and ASIC. AMD's awesome momentum in server and embedded segments has been overshadowed by the correction in the PC market, but as the latter swings back and stabilises again, at still healthy levels, presumably, I expect the focus to return to AMD's great opportunity for continued growth and market share gains.

Post your numbers to participate!

Background Information

AMD's Q1 outlook: $5.30B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2022-Q4 results and scoreboards

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