SI
SI
discoversearch

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 : AMD, ARMH, INTC, NVDA
AMD 237.62-7.2%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Vattila who wrote (53395)4/24/2024 8:06:30 AM
From: VattilaRead Replies (3) of 72154
 
AMD 2024-Q1 EPS Contest (non-GAAP)

UserEPSRevenueOutlook
Bing Copilot$0.59$5.45B$5.60B
Joe NYCn/an/an/a
Kelvin C.P. Wangn/an/an/a
neolibn/an/an/a
Pravin Kamdarn/an/an/a
rzborusan/an/an/a
Vattila$0.57$5.40B$5.50B
Zacks Estimate$0.60$5.42B$5.63B

Time to kick off the contest for 2024! I have taken up a starting position at Zacks's current Low Estimate, on the thesis that AMD had notable pullback in gaming and embedded, with little AI hardware to sell in Q1, and that it will take more time until AI revenue starts snowballing materially. Hopefully, you all will cover the inbetween and above, so that we box in Zacks and prevent them from taking the lead this year as well.

Post your numbers to participate!

Background Information

AMD's Q1 outlook: $5.40B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2023-Q4 results and scoreboards

Message #53395

Bing Copilot: Given the current market conditions and AMD’s Q1 outlook, I would estimate the following for this quarter:

User, EPS, Revenue, Q2 Outlook
Copilot, $0.59, $5.45B, $5.60B

This is based on the assumption that while there might be a pullback in gaming and embedded, AMD’s other sectors might compensate for it. However, please note that this is just an educated guess and actual results may vary. Looking forward to seeing the actual numbers!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News