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 (63144)	1/31/2025 8:16:58 PM
From: Joe NYC	Read Replies (2) \| Respond to of 72154

Part of my curious entry is that perhaps AMD is also "borrowing" some revenue for Q4 from Q1, like Intel did. I was a little over-exuberant last time, in expecting the Q3 revenue to fall through into the earnings, and I think AMD's "correction" with some layoffs could represent AMD not being tremendously satisfied with that fact. There may be some cost to those layoffs too. I am not sure if anything stands out in the earnings report...

To: Vattila who wrote (63144)	1/31/2025 8:46:21 PM
From: Pravin Kamdar	Respond to of 72154

Thanks for your work providing a greatly curated contest. There are many others who follow this board. I think all of us long term players would love to have your guesses added to the list. Why not play?

To: Vattila who wrote (63144)

2/4/2025 9:59:50 AM

From: TGPTNDR

Read Replies (1) | Respond to of 72154

User	EPS	Revenue	Outlook
TGPTNDR	$1.15	$7.8	$8.00B

To: Vattila who wrote (63144)

2/4/2025 1:03:07 PM

From: Vattila

Read Replies (2) | Respond to of 72154

AMD 2024-Q4 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$1.05	$7.30B	$7.20B
Joe NYC	$1.11	$7.85B	$7.00B
Kelvin C.P. Wang	$1.10	$7.75B	$7.90B
neolib	$1.08	$7.55B	$7.10B
Pravin Kamdar	$1.10	$7.60B	$7.60B
rzborusa	$1.15	$7.80B	$7.70B
TGPTNDR	$1.15	$7.80B	$8.00B
Vattila	$1.13	$7.80B	$8.30B
Zacks Estimate	$1.07	$7.52B	$7.01B

Updated with TGPTNDR's nicely optimistic entry, matching Rzborusa on EPS and revenue, and slotting in behind me on the outlook. That should set the stock moving!

Based on current averages, TGPTNDR would come in fifth on overall score, behind Pravin, Rzborusa, Kelvin and Neolib. Pravin would win the contest, beating Kelvin on the revenue tie-breaker, with both hitting bullseye on EPS.

If anyone else wants to play, just 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