Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 302.00

+2.6%

Nov 10 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (91001)	10/31/2023 4:45:55 PM
From: Return to Sender	1 Recommendation Recommended By Sr K Read Replies (2) of 95390

Advanced Micro beats by $0.02, beats on revs; guides Q4 revs in-line 4:18 PM ET 10/31/23 \| Briefing.com Reports Q3 (Sep) earnings of $0.70 per share, excluding non-recurring items, $0.02 better than the FactSet Consensus of $0.68; revenues rose 4.2% year/year to $5.8 bln vs the $5.7 bln FactSet Consensus.Non-GAAP gross margins improved by 100 bps yr/yr to 51%.Data Center segment revenue was $1.6 billion, flat year-over-year, as growth in 4th Gen AMD EPYC CPU sales was offset by a decline in adaptive System-on-Chip (SoC) data center products. Client segment revenue was $1.5 billion, up 42% year-over-year driven primarily by higher Ryzen mobile processor sales.Gaming segment revenue was $1.5 billion, down 8% year-over-year, primarily due to a decline in semi-custom revenue, partially offset by an increase in AMD Radeon GPU sales.Embedded segment revenue was $1.2 billion, down 5% year-over-year primarily due to a decrease in revenue in the communications market.Co issues in-line guidance for Q4, sees Q4 revs of $5.8-6.4 bln vs. $6.39 bln FactSet Consensus.Non-GAAP gross margin is expected to be approximately 51.5%

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next