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To: Vattila who wrote (68093)7/6/2025 3:20:27 AM
From: VattilaRead Replies (1) | Respond to of 72148
 
Here are my AMD Q2 segment result estimates (link below).

My Data Centre estimate is down 10% Q/Q due to the China sales embargo (the announced $700M revenue hit), offset by 5th-generation EPYC sales. Client estimate is up 13% as per "double-digit growth" guidance, with Gaming up 8%, for a combined 12%, driven by strong "Zen 5" notebook chip sales in Client and improving console sales after inventory corrections plus strong Radeon GPU demand in Gaming. Embedded estimate is sadly flat, in accordance with guidance. All Other includes the announced $800M inventory writedown charge, combined with the ongoing acquisition related amortisation. All in all summing up to zero GAAP income this quarter. Makes sense?



(Spreadsheet is available at OneDrive.)



To: Vattila who wrote (68093)7/7/2025 3:05:40 PM
From: Joe NYCRespond to of 72148
 
That's quite a hit from the warning. I wonder if there is any way for AMD to salvage some of the Work In Progress on those GPUs or sell completed ones at discount somewhere...



To: Vattila who wrote (68093)7/7/2025 6:24:33 PM
From: Pravin KamdarRead Replies (1) | Respond to of 72148
 
$7.35B, $0.45, $7.8B


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