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: Vattila who wrote (50684)

7/28/2023 2:16:09 PM

From: Vattila

Read Replies (3) | Respond to of 72201

AMD 2023-Q2 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Chat	$0.59	$5.28B	$5.75B
rzborusa	$0.56	$5.29B	$6.34B
Vattila	$0.60	$5.35B	$6.00B
Zacks Estimate	$0.57	$5.32B	$5.88B

Intel has reported earnings, and it is just a few days until AMD reports theirs (Tuesday). Judging by the Intel results, it looks like the bottoming out in the client segment has occurred. Hopefully, AMD has seen some recovery as well. Even a modest improvement should have material effect, considering the 65% year-over-year collapse in Q1 (see below). That said, the Embedded segment is the untold story, and it will be interesting to see the year-over-year progress (note that 2022-Q2 was the first full quarter after the Xilinx acquisition). The Embedded segment may very well be the largest revenue contributor in the completed quarter, while already being the largest operating profit generator by far!

Post your numbers to participate!

Background Information

AMD's Q2 outlook: $5.30B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2023-Q1 results and scoreboards

Message #49716