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To: Pravin Kamdar who wrote (68969)8/5/2025 7:30:49 PM
From: Joe NYCRead Replies (1) | Respond to of 72181
 
re: Did anyone ask why they beat on revenue, but not on earnings?

The closest thing to an explanation we got was Jean alluding to the strong upside of of console (in gaming), and that is at lower margins.



To: Pravin Kamdar who wrote (68969)8/5/2025 8:02:30 PM
From: neolibRead Replies (1) | Respond to of 72181
 
MI GPU and console both have lower than corp avg margins I think. But yeah, they hit the high side of revenue so + 300M which should have given about + 0.09 on earnings.