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

To: Vattila who wrote (44852)	4/2/2022 8:15:29 PM
From: gvatty	Read Replies (3) \| Respond to of 72278

AMD guidance was 5 billion plus or minus $100 million. However they merged with Xlinx in Q1. Won't Xlinx sales be included in the Q1 numbers? As I recall Xlinx quarterly reports had much different dates than AMD's. Also, if the merger took place in the middle of AMD's quarter will it include all of Xlinx's revenue from the first three months of the year? I'm unsure of the answers to these questions.

To: Vattila who wrote (44852)

4/29/2022 9:30:25 PM

From: Vattila

Read Replies (1) | Respond to of 72278

AMD 2022-Q1 EPS Contest (non-GAAP)

User	EPS	Revenue	Q2 Outlook
Vattila	$0.97	$5.10B	$5.26B
Zacks Estimate	$0.91	$5.00B	$5.13B

AMD reports on Tuesday, so less than 4 days to go now. Post your numbers to participate!

Note that numbers in this contest (as well as the estimated Q2 outlook) exclude contributions from Xilinx. I expect we will have consolidated numbers and outlook from AMD for the next quarter.

Zacks' EPS estimate, as well as consensus and whisper numbers linked below, have been updated since my original post (up from $0.76 EPS for Zacks, with revenue and Q2 outlook unchanged, and $0.84/(N/A) for consensus/whisper). Numbers make more sense now, but whisper below consensus is remarkable (in contrast, Estimize calls for $0.95, according to MarketWatch). It reflects the depressive sentiment in the market, I guess. On the bright side, that could set us up for a positive reaction, if the report is good. My Soitec shares are up 13% since their great FY2022-Q4 report on Wednesday.

Background Information

AMD's Q1 outlook: $5.00B ± 0.10B revenue
Analyst consensus/whisper: $0.90/$0.87 EPS

Results and scoreboards for previous years

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