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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Vattila who wrote (40923)	4/27/2021 6:30:47 PM
From: Joe NYC	Read Replies (1) \| Respond to of 72186

Thank you Vatilla for running the contest. Very professionally done.

To: Vattila who wrote (40923)	4/27/2021 6:57:23 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 72186

Thanks for running the contest. Revenue goes from $3.45B to $3.6B (and they could beat that), and margin goes from 46% to 47%. I wonder what that means for earnings. What does $0,52 go to? The current average analyst estimate for the year is $1.99 (according to Yahoo). With $0.52 in Q1, and the full year guidance raise, seems the avg estimate should get bumped closer to $2.50.

To: Vattila who wrote (40923)

7/3/2021 5:46:18 PM

From: Vattila

Read Replies (1) | Respond to of 72186

AMD 2021-Q2 EPS Contest (non-GAAP)

User	EPS	Revenue	Q3 Outlook
Vattila	$0.60	$3.70B	$3.90B
Zacks Estimate	$0.54	$3.61B	$3.77B

We beat Zacks' predictions for 2020, and we soundly beat them again for 2021-Q1 (see the replied-to message for results). Can we maintain our predictive superiority for 2021-Q2?

Note that you can revise your numbers until the earnings release, so don't be afraid to enter early.

Background Information

AMD's Q2 outlook: $3.60B ± 0.10B revenue
Analyst consensus/whisper: $0.48/(N/A) EPS

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Previous Quarters 2021

AMD 2021-Q1 EPS Contest (non-GAAP) — Results

Actual numbers: $0.52 EPS on $3.45B revenue
Q2 outlook: $3.60B ± 0.10B revenue

Rank	User	EPS	Revenue	Q2 Outlook
1	rzborusa	$0.52	$3.33B	$3.43B
2	gvatty	$0.51	$3.35B	$3.50B
3	Joe NYC	$0.54	$3.35B	$3.45B
4	Vattila	$0.50	$3.30B	$3.40B
5	engineer	$0.50	$3.28B	$3.51B
6	Kelvin C.P. Wang	$0.55	$3.40B	$3.60B
7	neolib	$0.56	$3.40B	$3.47B
8	Pravin Kamdar	$0.48	$3.25B	$3.55B
-	Zacks Estimate	$0.44	$3.21B	$3.28B