Anyone looks at AMD with magnifying glass

Discussion in 'Strategy Development' started by ggelitetrader000, Jul 31, 2018.

  1. Amd has been tearing apart this year, not counting the fact today someone made a sale of 400 million $ of stock.
    Here are the numbers from latest Q# report, separate by business segment, if not easily seen (below), then here is the link:
    http://ir.amd.com/news-releases/new...reports-second-quarter-2018-financial-results.
    In the "Segment and Category Information" section, there are three main areas:
    - computing and graphics, obviously include ryzen and GPU-s
    - enterprise, embedded and semi-custom - Since it is enterprise, I am assuming epyc server CPUs might fall into this category. I am obviously interested in embedded and semi-custom, what product those will entail.
    - all other (have no clue).

    Anyone have better understanding of their product line-up, please post it here.


    Segment and Category Information June 30,
    2018 March 31,
    2018 July 1,
    2017 June 30,
    2018 July 1,
    2017

    Computing and Graphics (1)
    Net revenue $ 1,086 $ 1,115 $ 661 $ 2,201 $ 1,234
    Operating income (loss) $ 117 $ 138 $ 7 $ 255 $ (14 )

    Enterprise, Embedded and Semi-Custom (2)
    Net revenue $ 670 $ 532 $ 490 $ 1,202 $ 1,095
    Operating income $ 69 $ 14 $ 16 $ 83 $ 71

    All Other (3)
    Net revenue - - - - -
    Operating loss $ (33 ) $ (32 ) $ (24 ) $ (65 ) $ (47 )

    Total
    Net revenue $ 1,756 $ 1,647 $ 1,151 $ 3,403 $ 2,329
    Operating income (loss) $ 153 $ 120 $ (1 ) $ 273 $ 10