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To: rzborusa who wrote (68799)

8/4/2025 5:56:45 AM

From: Vattila

Respond to of 72202

AMD 2025-Q2 EPS Contest (non-GAAP)

User	EPS	Revenue	Outlook
Bing Copilot	$0.53	$7.35B	$8.00B
Grok	$0.48	$7.43B	$8.30B
Joe NYC	$0.53	$7.55B	$8.40B
Kelvin C.P. Wang	$0.52	$7.50B	$8.20B
neolib	-	-	-
Pravin Kamdar	$0.47	$7.45B	$8.40B
rzborusa	$0.49	$7.37B	$8.23B
TGPTNDR	-	-	-
Vattila	$0.48	$7.50B	$8.30B
Zacks Estimate	$0.47	$7.41B	$8.18B

Thanks to Pravin for reminding everyone to submit their estimates. The table has now been updated with Rzborusa and Joe's entries. Joe is the most optimistic of us so far; matching Bing on the highest EPS, setting a new high on revenue, and equalling Pravin for the highest outlook. Rzborusa retains his cautious stance, same as the the last contest round, predicting a slight beat on EPS with revenue a little below the midpoint, and a modest outlook just above the low bar set by Kelvin. Meanwhile, Grok's numbers have been updated (from $0.50, $7.40B, $7.80B) based on Joe's latest consultation, notably with a much better outlook, matching mine.

Based on current averages, Rzborusa would win, followed by Grok and Kelvin, while Kelvin and I would share the best overall score.

Post your numbers to participate!

Background Information

AMD's Q2 outlook: $7.40B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com

2025-Q1 results and scoreboards

Message #66742