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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 228.62-3.8%1:15 PM EST

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To: Vattila who wrote (68978)10/3/2025 9:14:49 AM
From: VattilaRead Replies (3) of 72181
 
AMD 2025-Q3 EPS Contest (non-GAAP)

UserEPSRevenueOutlook
Bing Copilot$1.15$8.70B$9.20B
Grok---
Joe NYC---
Kelvin C.P. Wang---
neolib---
Pravin Kamdar---
rzborusa---
Vattila$1.20$8.88B$9.50B
Zacks Estimate$1.17$8.71B$9.07B

Another quarter has completed. How do you feel?

My numbers are at the high end of Zacks estimates range. I am expecting acceleration now that the Instinct MI350X series has launched, and I suspect analysts may underestimate. However, the speed of AMD's AI ramp is highly uncertain.

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

Background Information

AMD's Q3 outlook: $8.70B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2025-Q2 results and scoreboards

Message #68978
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