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AMD's Fortunes Are Improving
#50
https://www.extremetech.com/computing/30...since-2005
Quote:AMD expects to break $2B in revenue in Q4 2019, “an increase of 48 percent year-over-year and 17 percent sequentially.” This is despite the fact that semicustom is expected to continue to decline. In retrospect, AMD couldn’t have hoped for better timing as regards its server business. From 2012 to 2017, the PS4 and Xbox One basically kept AMD alive, injecting billions in revenue at a time when the company desperately needed it. Now, as the PS4 and Xbox One wind down, Epyc is already winding up, taking some of the sting out of that inevitable sales cycle. By the time the PS5 and Xbox Next launch in 2020, Epyc will be firing on all thrusters.

It’s clear that EESC will be the segment to watch 12 months from now. The combined impact of two console launches and improved server sales should drive significant revenue improvements in this segment. Intel’s own Q3 2019 was record-breaking, but both companies are openly acknowledging that the space between them is much more competitive than it used to be. But this is what the restoration of competition promised between the two companies, and it’s what we’re seeing today. AMD’s fortunes are improving. It’s paying down long term debt and improving its own net cash position. Long-term debt has fallen from $1.7B in Q4 2017 to roughly $1.1B today.

All in all, an excellent quarter.
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Messages In This Thread
AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 04:03 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 05:44 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-06-2018, 10:13 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-10-2018, 10:41 AM
RE: AMD's Fortunes Are Improving - by dmcowen674 - 03-11-2018, 02:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-13-2018, 09:14 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-26-2018, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-11-2018, 07:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2018, 08:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-30-2018, 05:34 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-01-2018, 02:54 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-03-2018, 10:26 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2018, 11:04 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-21-2018, 11:16 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-09-2019, 03:29 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-31-2019, 11:32 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-08-2019, 02:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-20-2019, 03:01 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 03:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 09:37 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-04-2019, 12:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-08-2019, 05:16 AM
RE: AMD's Fortunes Are Improving - by gstanford - 04-08-2019, 12:56 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-09-2019, 07:37 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-11-2019, 02:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-15-2019, 05:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-06-2019, 05:30 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-10-2019, 09:11 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-20-2019, 06:46 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-24-2019, 10:21 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-16-2019, 11:16 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-27-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-09-2019, 11:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-31-2019, 04:24 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-06-2019, 01:04 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-14-2019, 08:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-16-2019, 04:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-30-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-02-2019, 09:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-19-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-24-2019, 08:42 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-25-2019, 08:15 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-27-2019, 09:49 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-04-2019, 08:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-09-2019, 03:35 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-16-2019, 09:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-22-2019, 08:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-30-2019, 04:07 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-31-2019, 10:22 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 02:02 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-08-2019, 10:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-14-2019, 09:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2019, 10:01 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-29-2020, 08:45 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-07-2020, 09:32 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-11-2020, 09:14 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-19-2020, 08:50 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-27-2020, 08:42 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-05-2020, 08:51 AM

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