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To: Kelvin C.P. Wang who wrote (46778)11/1/2022 11:09:37 AM
From: rzborusaRespond to of 72555
 
Former AMD Engineer & GlobalFoundries VP Dave Eggleston joins to discuss Memory Tech!

https://www.youtube.com/watch?v=qWbilWAOhVo&ab_channel=Moore%27sLawIsDead



To: Kelvin C.P. Wang who wrote (46778)11/1/2022 11:28:00 AM
From: VattilaRead Replies (3) | Respond to of 72555
 
AMD 2022-Q3 EPS Contest (non-GAAP)

UserEPSRevenueQ4 Outlook
fastpathgurun/an/an/a
gvattyn/an/an/a
Joe NYCn/an/an/a
Kelvin C.P. Wang$0.60$5.65B$6.20B
neolib$0.75$5.62B$5.50B
Pravin Kamdar$0.60$5.65B$5.80B
rzborusa$0.52$5.62B$5.91B
Vattila$0.50$5.60B$6.20B
Zacks Estimate$0.67$5.58B$5.85B

Updated with Neolib and Kelvin's entries, setting low and high expectations for the outlook, respectively.

Post your numbers to participate!

Background Information

Note that AMD announced preliminary results 6 October, revealing a $1.10B revenue shortfall relative to the forecasted outlook, due to the weakening PC market.

AMD's preliminary Q3 results (announced 6 October): $5.60B revenue
AMD's Q3 outlook (announced with Q2 results): $6.70B ± 0.20B revenue
Analyst consensus/whisper: $0.55/$0.49 EPS

Q2 results and scoreboards

Message #45619