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To: Vattila who wrote (63108)1/31/2025 5:53:24 PM
From: Pravin KamdarRead Replies (1) | Respond to of 72138
 
Maybe my outlook should have not been so high. I forgot that Intel just declared a price war with Granite Rapids. I decided to submit early, and won't change based on seeing others.



To: Vattila who wrote (63108)1/31/2025 6:08:13 PM
From: Pravin KamdarRead Replies (3) | Respond to of 72138
 
Neo, If AMD does guide down to the $7B range, what do you think that does to the stock price. I don't think kind of guide supports a full year Instinct number that the market will like.



To: Vattila who wrote (63108)1/31/2025 6:11:51 PM
From: rzborusaRespond to of 72138
 
$1.15, $7.8B, $7.7B



To: Vattila who wrote (63108)1/31/2025 7:10:05 PM
From: VattilaRead Replies (3) | Respond to of 72138
 
AMD 2024-Q4 EPS Contest (non-GAAP)

UserEPSRevenueOutlook
Bing Copilot$1.05$7.30B$7.20B
Joe NYCn/an/an/a
Kelvin C.P. Wangn/an/an/a
neolib$1.08$7.55B$7.10B
Pravin Kamdar$1.10$7.60B$7.60B
rzborusa$1.15$7.80B$7.70B
Vattila$1.13$7.80B$8.30B
Zacks Estimate$1.07$7.52B$7.01B

Updated with Rzborusa's entry, setting a new high for expectations for the completed quarter, with a flattish to slightly down outlook, well above Zacks. Nice!

Based on current averages, Pravin would now win the contest and also score best overall.

Post your numbers to participate!

Background Information

AMD's Q4 outlook: $7.50B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2024-Q3 results and scoreboards

Message #60061