Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gvatty who wrote (44853)	4/2/2022 9:27:54 PM
From: neolib	Read Replies (1) \| Respond to of 72278

I think they would report full qtr based on AMD timing. They also typically will restate prior earnings as merged, so that the compares QoQ and YoY are correct.

To: gvatty who wrote (44853)	4/4/2022 10:52:18 AM
From: Vattila	Read Replies (1) \| Respond to of 72278

Good point! That we now have Xilinx's results in the mix completely slipped my mind. I propose that the EPS Contest for this quarter only includes the old AMD part of the business, relative to their given outlook last quarter, and directly comparable to numbers provided by Zacks, which do not yet include Xilinx in their estimates. PS. With the substantial acquisition of Pensando, the leadership at AMD seems to have high confidence about how things are going, and/or the plan ahead. This move is apparently aiming very purposefully to expand AMD's success in HPC and cloud to the on-premise enterprise data centres.