I for one am expecting them to blitz their profit forecast but there is always the possibility I am wrong.
Stoked and looking forward to the report..
Here is the bet If you buy shares prior to announcement.
If they beat their profit forecast and their losses arent too great (that is the bit I am unsure of as I do not know what their outgoings / operational costs are) then shares should surge.
If they still aren't in the black then that share price will just tank hard.
At $14+ a share its too risky for me but I am betting there are other people on here who are playing this game.
edit - thanks for moving it, I am naff at putting things in the right place (that's what SHE said...)
Previous cycles have seen a share price surge PRIOR to announcement and then massive falloff after failure to reach target or losses were announced.
It should be fairly obvious to most people that as long as q2 posts a profit, good q3 and q4 should be a shoe in.
This is actually quite stable in comparison, guessing people have learned their lesson
Deal for threadripper with dell was setup in q2 so I would imagine to see that on q2's profit even though it isn't publicly available.
Ryzen in general has been a 'best seller / sold out' across quite a few electronic retailers.
and of course cryptography nonsense on the gpu side of things...
solid console sales although MS have kind of c*ck blocked themselves from sales of the current xbone with the unveiling of the new one.. although I am guessing they probably thought they had to, to stop defectors to the new shiny shiny (high volume / low profit I have been often told)
I own some stocks in amd and I can't decide if I want them to reach their projected goals or not. If they do then my stocks will go up, but if they don't the the stock will fall temporarily which gives me an opportunity to buy more stock in amd.
Yeah but lets not pretend that is was in any way a reasonable prediction to say 2 years ago that AMD would pull a ~50% IPC improvement over their old core architecture after years of nothing impressive in the cpu department. Fuck they even out-did the expectations they set for themselves; so its not like they even thought it was probable to see this much of a jump generation over generation. Pitching AMD as a stock 2 years ago would have been a damn risky buy proposition... Of course it panned out, but it definitely was not a logical prediction 2 years ago.
(there are indefinite alternative universes in which AMD failed to get anywhere close to the 40% mark they setout, lets all remember)
In Q2, stocks were Ryzen, in Q3 stocks will be epyc
Not quite out of the woods yet, but definitely a far cry away from the life support they were on when they brokered the original console deal for Jaguar.
Lisa said don't expect Epyc to really start delivering until Q4. I'm sure there'll be another upward revision at q3, but it probably won't be a blowout ER.
