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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 241.37

-5.7%

10:14 AM EST

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To: Vattila who wrote (60061)

1/31/2025 9:06:34 AM

From: Vattila

Read Replies (4) of 72138

AMD 2024-Q4 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$1.05	$7.30B	$7.20B
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	n/a	n/a	n/a
rzborusa	n/a	n/a	n/a
Vattila	$1.13	$7.80B	$8.30B
Zacks Estimate	$1.07	$7.52B	$7.01B

Intel has reported and the x86 client market looks strong. Time to submit your AMD estimates!

For historical segment results and my estimates for the completed quarter, see Message #62890. Note that Zacks has released a pre-report article, where they share their detailed estimates for each business segment. Notably they have Data Centre consensus at $4.10B (vs my $4.40B), Client at $1.97B (vs my $2.00B), Gaming at $0.51B (vs my $0.40B) and Embedded at $0.92B (vs my $1.00B). I don't know why they think Gaming has strengthened and Embedded has weakened. My numbers presume a further slight weakening in Gaming and continued steady but slow 8% recovery in Embedded. On AMD's ability to grow Data Centre revenue, they are pretty pessimistic. My numbers presume continued 24% quarter-on-quarter growth. In their forecast for Q1, they presume there will be stark decline for some odd reason. If I model a slight slowdown to 20% growth in Data Centre and a big -15% seasonal drop in Client, with other segments staying the same, I get $8.38B forecasted for Q1.

Post your numbers to participate!

Background Information

AMD's Q4 outlook: $7.50B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2024-Q3 results and scoreboards

Message #60061

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