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To: neolib who wrote (72863)12/10/2025 4:18:45 PM
From: neolibRespond to of 73001
 
Looks like total revenue was a bit below estimates, but I think EPS was a beat. The RPO metric beat by a bit too.



To: neolib who wrote (72863)12/10/2025 4:59:03 PM
From: Pravin KamdarRead Replies (1) | Respond to of 73001
 
My take away was some comment of being chip agnostic. Bad for Nvidia. Yet, NVDA goes down, so does AMD. I think this is good news for AMD.