qcmadness

http://www.intc.com/releasedetai ... pe=Financial%20News

http://files.shareholder.com/dow ... y_Q3_2014_final.pdf

引用:

• PC Client Group revenue of $9.2 billion, up 6 percent sequentially and up 9 percent year-over-year.
  
• Data Center Group revenue of $3.7 billion, up 5 percent sequentially and up 16 percent year-over-year.
  
• Internet of Things Group revenue of $530 million, down 2 percent sequentially and up 14 percent year-over-year.
  
• Mobile and Communications Group revenue of $1 million, consistent with expectations.
  
• Software and services operating segments revenue of $558 million, up 2 percent sequentially and up 2 percent year-over-year
  

都係corporate market帶動

http://ir.amd.com/phoenix.zhtml? ... icle&ID=1978751

http://phx.corporate-ir.net/Exte ... TF8VHlwZT0z&t=1

引用:

• Gross margin was 35 percent in Q3 2014. Gross margin was flat sequentially and included a $27 million, or 2 percent benefit, from revenue related to technology licensing.
  
  
• Cash, cash equivalents and marketable securities were $938 million at the end of the quarter, essentially flat from the prior quarter. Total debt at the end of the quarter was $2.20 billion.
  
• Computing and Graphics segment revenue decreased 6 percent sequentially and decreased 16 percent year-over-year. The sequential decrease was primarily driven by lower chipset and GPU sales. The year-over-year decline was primarily due to decreased notebook processor and chipset sales. Operating loss was $17 million, compared with an operating loss of $6 million in Q2 2014 and operating income of $9 million in Q3 2013. The sequential decrease was primarily driven by lower revenue while the year-over-year decrease was primarily driven by lower revenue partially offset by lower operating expenses. Client average selling price (ASP) increased sequentially and year-over-year primarily driven by a richer mix of notebook processor sales.GPU ASP decreased sequentially due to lower desktop GPU ASP and increased year-over-year.
  
  
• Enterprise, Embedded and Semi-Custom segment revenue increased 6 percent sequentially and 21 percent year-over-year primarily driven by increased sales of semi-custom SoCs. Operating income was $108 million compared with $97 million in Q2 2014 and $92 million in Q3 2013. The sequential and year-over-year increase was primarily due to increased sales of semi-custom SoCs. Embedded revenue grew by double digits on a percentage basis sequentially.
  

AMD都幾大鑊

Puff

amd: 2 semi-custom deals are secured. one x86 and one ARM. 16 first silicon ships. estimated aggregate 1 billion revenue over 3 yrs (ambiguity: per win or both wins combined??). will update the obsolete x86 server portfolio in the next couple of years.

rumor mill: low expectation on Carrizo's competitiveness, Nolan/Amur will suffer from GF20 & particularly low expectation on Nolan to grasp more profit in LP x86, Maxwell will have an edge of perf/watt throughout 15.

outlook: risk of returning to loss in short term, fair in long term if they can be in business till 2016H2. good news is all their debts are maturing beyond 16

[ 本帖最後由 Puff 於 2014-10-20 13:03 編輯 ]