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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 240.39

-6.1%

1:57 PM EST

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To: Vattila who wrote (66742)

7/6/2025 12:11:44 AM

From: Vattila

Read Replies (3) of 72151

AMD 2025-Q2 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$0.53	$7.35B	$8.00B
Grok	$0.50	$7.40B	$7.80B
Joe NYC	-	-	-
Kelvin C.P. Wang	-	-	-
neolib	-	-	-
Pravin Kamdar	-	-	-
rzborusa	-	-	-
TGPTNDR	-	-	-
Vattila	$0.47	$7.40B	$8.20B
Zacks Estimate	$0.54	$7.41B	$8.14B

Let's kick off the contest early this quarter, as we enter 2025-H2, which looks to be an exciting period for AMD's rebooted growth, as they establish themselves as the (only) viable second-source in the AI GPU market, chasing down Nvidia in Su and Papermaster's tried-and-tested relentless roadmap execution style.

I have a quite positive outlook (though still below Zacks' high estimate at $8.70B), in large part based on the fact that the Instinct MI350 series is plug-and-play compatible with existing MI300 solutions, and hence should see rapid uptake among existing hyperscaler customers.

Grok and Copilot are more cautious, pointing out the headwinds (China sales embargo, in particular).

Let me know your take. Post your numbers to participate!

Background Information

AMD's Q2 outlook: $7.40B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2025-Q1 results and scoreboards

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