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 (50824)

7/30/2023 7:49:39 PM

From: Vattila

Read Replies (2) | Respond to of 72202

Regarding AMD revenue estimates, there is a contest over at reddit/AMD_Stock. If you thought we are in the danger of being too optimistic here on this message board, over there the consensus seems to be that AMD is about to take off in a big way. Only one contestant thinks AMD is going to miss the midpoint of the Q2 guidance ($5.30B ± 0.30B), and on the Q3 outlook no one is below $6.00B.

On average, they expect $5.88B for Q2, $7.38B for Q3 and $27.41B for the full year, implying $8.80B for Q4.

Member_______________	__Q2	__Q3	__Q4	__Full Year
u/BobSacamano47	5.0	6.1	8.5	25.0
u/cvdag	5.4	6.0	6.4	23.2
u/uncertainlyso	5.4	6.2	6.6	23.5
u/ChungWuEggwua	5.5	7.0	9.2	27.0
u/Mr_JP_Morgan	5.6	6.2	6.9	24.0
u/reliquid1220	5.7	6.6	7.2	24.8
u/StudioAudienceMember	5.7	6.6	7.2	24.8
u/LizardTa	5.7	6.4	7.7	25.1
u/bobthafarmer	5.7	6.1	8.9	26.0
u/Environmental-Lead11	5.7	7.0	9.5	27.5
u/Frothar	5.8	8.0	8.9	28.0
u/ToFat4Fun	5.8	7.4	10.0	28.5
u/vaevictis84	5.9	6.8	7.8	25.8
u/bluestfnord	5.9	8.1	10.1	29.5
u/Maartor1337	6.0	8.0	9.7	29.0
u/KeyAgent	6.0	9.0	9.7	30.0
u/YJoseph	6.3	9.3	9.0	30.0
u/Mathhhhhhhhhhhh	6.4	7.5	10.8	30.0
u/BunnyVerseNFT_	6.5	7.8	7.7	27.4
u/ThainEshKelch	6.5	9.3	10.4	31.5
u/MrPackmaan	7.0	9.5	13.2	35.0

Average	5.9	7.4	8.8	27.4
Min	5.0	6.0	6.4	23.2
Max	7.0	9.5	13.2	35.0

For comparison, Zacks expects $5.32B for Q2, $5.86B for Q3 and $22.97B for the full year, implying $6.44B for Q4.