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News AMD 1Q2024 Earnings

Went through the conference call, nothing really of note that I saw that hasn't already been discussed outside of AMD believes they are finally gaining momentum in enterprise (as opposed to cloud) CPU server sales and they believe this will continue.
- Hitman928
- Post #67
- Yesterday at 2:21 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

I mean, on the whole, things are still going pretty well, just won't have the growth this year that many had hoped that was driving the stock price up. If embedded recovers like AMD and Intel project in the second half, and client continues to grow as projected, the 3rd and especially 4th...
- Hitman928
- Post #65
- Yesterday at 1:21 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

AMD stock taking it on the chin today, down nearly 10%. Seems AI hype deflation causing some investors to seek other options.
- Hitman928
- Post #62
- Yesterday at 12:34 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

Yep, real income is also higher than shown (closer to $1B in the most recent quarter) when you take the amortized costs out, which are done purely for tax reduction purposes and are not actual costs incurred in the quarter.
- Hitman928
- Post #60
- Yesterday at 10:29 AM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

He's using GAAP numbers and ignoring that AMD's using the amortized costs from their recent acquisitions to lower their tax burden in their GAAP reporting. Their non-GAAP numbers should be used to see how their margins and profits are really doing, so the chart you linked to should be ignored...
- Hitman928
- Post #57
- Yesterday at 8:48 AM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

Lisa Su gave commentary on their roadmap but didn't talk any specifics, but they're not going to comment on unannounced products during an earnings call. The current gen lifetime console sales were front loaded even more than usual due to the pandemic.
- Hitman928
- Post #48
- Tuesday at 11:00 PM
- Forum: CPUs and Overclocking
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Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads

Only thing I'll say about that review is their battery life test for "internet browsing" is ridiculous. I've commented on it before but it's probably the worst browsing test out there. Anyway, here are some additional reviews comparing both AMD and Intel models that show things in a bit...
- Hitman928
- Post #7,423
- Tuesday at 8:34 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

It’s basically just for tax purposes as they are including amortized costs related to their recent acquisitions. As @adroc_thurston said, the non-GAAP numbers give a better idea of their actual profits and margins.
- Hitman928
- Post #28
- Tuesday at 6:45 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

Yep. The increase to $4B was the disappointment for investors. With the numbers NV is getting, the market was hoping to see a bigger raise for AMD. Despite some saying to expect $6B in MI300 sales this year, AMD should have a really accurate idea of how much they are going to sell through the...
- Hitman928
- Post #23
- Tuesday at 5:56 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

Embedded used to include semi-custom revenue (almost entirely consoles) but that has been changed now and embedded is by and large FPGA related (console and similar semi-custom revenue is now in gaming).
- Hitman928
- Post #9
- Tuesday at 4:45 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

FPGA revenue is way down and that is high margin stuff as well, should account for a lot of it while MI300 is still ramping. Edit: Previously AMD said that the MI300 revenue for the year was back half weighted, so the vast majority of its revenue is still to come in later quarters. The big...
- Hitman928
- Post #6
- Tuesday at 4:39 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

It's up Y/Y? If you mean Q/Q, then Q1 is almost always lower on the client side. . .
- Hitman928
- Post #5
- Tuesday at 4:34 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

Earnings released, will update OP as I process it. Seems like a solid quarter for AMD and decent forecast.
- Hitman928
- Post #2
- Tuesday at 4:21 PM
- Forum: CPUs and Overclocking
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News AMD 1Q2024 Earnings

Summary: Solid quarter overall for AMD. Client sales are back up to normal levels after the large pull back last year. Console revenue is still way down and FPGA sales are down hard as well. Data center had a record quarter thanks to MI300 sales and increased Epyc sales. AMD is also projecting...
- Hitman928
- Thread
- Tuesday at 3:57 PM
- Replies: 73
- Forum: CPUs and Overclocking
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Intel processors crashing Unreal engine games (and others)

Yep, the tl;dw is that Intel has told MB makers and reviewers for the past several years that unlimited power settings are still considered in spec. So Intel has not just ignored this behavior by MB makers but condoned it, which was obvious to those willing to see it, but now there are receipts...
- Hitman928
- Post #298
- Sunday at 1:04 PM
- Forum: CPUs and Overclocking
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8GB VRAM not enough (and 10 / 12)

I can reduce global illumination settings and the games still looks great, no problems. Show me a game where reducing a couple of settings down from ultra make the game look awful and I’ll admit it’s an issue.
- Hitman928
- Post #2,190
- Saturday at 1:28 PM
- Forum: Graphics Cards
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8GB VRAM not enough (and 10 / 12)

No, if a game runs out of render performance before VRAM, clearly it's the developers fault for putting out an un-optimized game and not taking advantage of more memory capacity. Besides, if my card runs out of compute/raster performance, I can just turn down a setting or two that has almost no...
- Hitman928
- Post #2,186
- Saturday at 10:31 AM
- Forum: Graphics Cards
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8GB VRAM not enough (and 10 / 12)

May not be a problem for you, but some of us don't like being bilked on VRAM when buying $400+ GPUs forcing a reduction in settings for no other reason than to make the card cheaper for NV to produce.
- Hitman928
- Post #2,183
- Saturday at 9:54 AM
- Forum: Graphics Cards
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News Intel 1Q24 Earnings Report

For the fab side, Intel says that they have $15B in "lifetime deal value." Still unclear what that means exactly though (total committed deal value? Sales projections? For how long is this lifetime counted?).
- Hitman928
- Post #110
- Friday at 7:36 PM
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

It's Y/Y. It's in the 10-Q filing.
- Hitman928
- Post #107
- Friday at 6:19 PM
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

There was also some interesting comments on Sierra Forest and PRQ schedule. Gelsinger announced at the beginning of the call that SRF has PRQ'd but then later on Zinsner said that Intel will now be shipping after PRQ versus the previous practice of building inventory to have product ready to...
- Hitman928
- Post #105
- Friday at 6:16 PM
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

ASP for servers was up 25%, but volume was down 13%. So they are selling less chips, but as they've moved to SPR, they are selling more cores per CPU and ASP is going up.
- Hitman928
- Post #104
- Friday at 6:10 PM
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

Got to read through the earnings call. Still just mostly fluff speech but a couple of tidbits. There was a question and (half) answer about this in the call. Basically the pipeline as they are referring to it is just what they have deemed as the potential sales target based upon their take on...
- Hitman928
- Post #103
- Friday at 6:06 PM
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

I haven't read through the call transcript yet but stock is down ~11% at open. Seems the leadership wasn't able to calm people's response. MTL was always going to be low volume so this isn't surprising. The server volume drop was expected given the current environment but that much increase in...
- Hitman928
- Post #86
- Friday at 9:55 AM
- Forum: CPUs and Overclocking
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Discussion Qualcomm Snapdragon Thread

He doesn’t say it’s entirely wrong but that the info is misinterpreted and the portrayal is wrong. Not sure what that means though. Seems like the power spread is legit, but the SKU breakdown isn’t correct, something like that. Edit: He also implies that the workload to get those numbers is...
- Hitman928
- Post #1,192
- Friday at 9:21 AM
- Forum: CPUs and Overclocking
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8GB VRAM not enough (and 10 / 12)

If you actually cared to really pay attention to what others are posting in this thread, you'd know where it's from as it was linked previously and already talked about in this thread. It's at 1080p Ultra and here's what it looks like on the 16 GB version of the card. @DAPUNISHER already...
- Hitman928
- Post #2,172
- Friday at 9:06 AM
- Forum: Graphics Cards
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Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

I guess, “The enemy of my enemy is my friend,” applies here 😆
- Hitman928
- Post #9,876
- Apr 25, 2024
- Forum: CPUs and Overclocking
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Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel)

Anandtech reported that TSMC's roadmap showed BSPD came with N2P. Maybe they were mistaken, but that's where I was getting it from. https://www.anandtech.com/show/18832/tsmc-outlines-2nm-plans-n2p-brings-backside-power-delivery-in-2026-n2x-added-to-roadmap Edit: Also here:
- Hitman928
- Post #2,902
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

If you go back and read the interviews and press releases from Pat early on in his CEO tenure it becomes obvious that if anyone was expecting too much too soon from his influence over the company, it's his own fault.
- Hitman928
- Post #57
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

That's why I mentioned in my prediction post that they are increasing margins in the design units by basically transferring the costs to the fab unit.
- Hitman928
- Post #54
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

They could, but then they need to attract multiple customers with high volume orders. In order to due that, they need both a competitive node and the capacity to support those customers. Problem is, Intel also needs to have capacity for their own products to at least some significant degree so...
- Hitman928
- Post #44
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

Added some slides to the OP. I think last comment from me on the report (unless something comes out in the call) is that Intel had -$6B in cash flow in the quarter. I.e., Intel spent $6B more dollars than they made in the quarter. Long term debt is now at $48B. Short term debt increased from...
- Hitman928
- Post #38
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

Arne has been one of the more insightful ones when it comes to semis from what I've seen. Will be interesting to see what kind of questions they will have to field.
- Hitman928
- Post #34
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

Even though it didn't bounce back up like you though, after hours after an earnings call can be very volatile as there is an initial reaction and then sentiment can change as the full report is digested and earnings call gets underway. The real test will be what happens at market open tomorrow...
- Hitman928
- Post #33
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

Ok, if I take out Altera's numbers from 1Q23, I get close, but still not quite there (DCAI becomes a 1% gain). Close enough I guess that additional accounting tweaks could make up the difference. I'll delete my table and put a note instead.
- Hitman928
- Post #28
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

This is revenue only calculation. I don't see any possible way to account for an almost $1B swing in Q123 DCAI revenue due to IFS accounting change but maybe I'm just not seeing it?
- Hitman928
- Post #26
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

I usually don't bother with Intel's earning call because they say a bunch of words but don't really say anything at all. This one might be interesting though if the analysts do their job.
- Hitman928
- Post #21
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

Keep in mind that Q1 2023 was also basically Intel's worst quarter ever (revenue by quarter shown below), so to have such a lackluster Y/Y comparison basically shows that Intel is no where near in recovery mode yet.
- Hitman928
- Post #20
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

Well, stock is currently down 9% after market, so initial reaction is not good.
- Hitman928
- Post #18
- Apr 25, 2024
- Forum: CPUs and Overclocking
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News Intel 1Q24 Earnings Report

It's not up though, it's down. There are errors in their table. Here is their table with my corrections. Edit: Deleted table. Explanation for difference in numbers added to the OP.
- Hitman928
- Post #12
- Apr 25, 2024
- Forum: CPUs and Overclocking

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