Šta je novo?
Od:
Filteri

Zračak nade na pomolu za AMD

Konačno!

AMD Posts Profit After Intel Settlement; Shares Fall

By Ian King

Jan. 21 (Bloomberg) -- Advanced Micro Devices Inc. posted its first profit in 13 quarters after sales surged and Intel Corp. paid about $1.25 billion to settle a lawsuit. The shares declined on concern that the gains may stall.

Revenue rose 42 percent to $1.65 billion, AMD said in a statement. Analysts had estimated $1.5 billion, according to a Bloomberg survey. Fourth-quarter net income attributable to AMD common shareholders was $1.18 billion, or $1.68 a share, compared with a loss a year earlier.

AMD and Intel, the two biggest makers of personal-computer processors, benefited from better-than-expected orders for PCs last quarter as holiday shoppers snapped up notebook machines. Some investors are concerned that the demand may have peaked, making the stock too expensive, said Doug Freedman, a Broadpoint AmTech Inc. analyst in San Francisco.

“All the numbers are good, but the stock has doubled in the last 10 weeks,” said Freedman, who recommends buying the shares. “Some people believe that this PC cycle is peaking. I don’t know what the management can say to change that.”

AMD, based in Sunnyvale, California, dropped as much as 5.5 percent in late trading following the announcement. The shares closed at $8.99 today on the New York Stock Exchange. AMD more than quadrupled in value last year, making it the best performer on the Philadelphia Semiconductor Index.

Seasonal Decline

AMD expects its sales to decline this quarter from the last three months, following seasonal patterns. Chip demand typically slows after the year-end shopping surge.

Chief Executive Officer Dirk Meyer had sought to restore profitability at AMD, which lost market share to Intel after falling behind on releasing new products. In the year-earlier fourth quarter, AMD had a net loss of $1.44 billion, or $2.36 a share.

Intel, the world’s largest chip company, reported sales growth last week of 28 percent for the fourth quarter, fueled by demand for notebook processors. Intel predicted that sales will jump about 36 percent to $9.7 billion this quarter, topping analyst’s predictions.

AMD is aiming to turn around its finances after its 2006 acquisition of ATI Technologies Inc. increased debt. To lessen its spending requirements in an industry where new factories can cost more than $4 billion, AMD spun off its plants into a joint- venture with the government of Abu Dhabi.

While that relieves AMD of the burden of upgrading its plants, the ownership structure meant it had to consolidate Globalfoundries Inc., the new company, into its earnings. AMD plans to stop consolidating the financial results from Globalfoundries this quarter.

Gross margin, or the percentage of sales remaining after deducting costs of production, was 45 percent last quarter. Excluding the effect of Globalfoundries, it was 41 percent.

The company’s graphics chip unit led the sales gains. Its revenue rose 58 percent from a year earlier to $427 million. Processor sales climbed 39 percent to $1.21 billion.

Bloomberg
 
Koliko god pokusao da 'razumem' AMD, ispada da nije bilo 1.25mlrs$ od Intela - opet bi bili u minusu?
 
milanbb je napisao(la):
Koliko god pokusao da 'razumem' AMD, ispada da nije bilo 1.25mlrs$ od Intela - opet bi bili u minusu?
Kliknite za proširenje...

Da, nekih 60-ak miliona. Naravno, u Q4 2008 su izgubili 1.4 milijarde, pa je ovo znacajan napredak ;)

Sada se moraju snaci do prelaska na novu arhitekturu, a nije iskljuceno da sa onim sto Intel trenutno nudi (posebno ako obori malo cene 32nm procesora) ponovo zaredjaju nekoliko kvartala u minusu.
 
Ako oduzmes gubitak GloFo-a (138 miliona $) onda su u plusu oko 78 miliona.
Od 2010 izvestaji idu bez GloFo.
 
Preacher je napisao(la):
Ako oduzmes gubitak GloFo-a (138 miliona $) onda su u plusu oko 78 miliona.
Od 2010 izvestaji idu bez GloFo.
Kliknite za proširenje...


Ne, nego je ovo prvi izvestaj gde je tertiran samo AMD zato je gubitak toliko manji. Ako bi na to dodao i gubitak koji su napravili arapi, imao bi oko 200 miliona gubitka i to je cifra koja se moze porediti sa predjasnjim izvestajima. Naravno, zahvaljujuci paymentu od Intel-a iskazali su po prvi put dobitak zahvaljujuci tim parama.

Otprilike situacija im se jeste poboljsala ali nisu ni izbliza ispunili ono sto su najavljivali. Prvo je najavljivano da ce breakeven biti na 1.3milijardi (prelazak iz zone gubitka u zonu dobitka). Posto im stalno opada marza i ASP nakon toga su break even najavili na 1.5 milijardi $ da bi sada i dalje bili u gubitku iako su ostvarili revenu od 1.6 milijardi dolara. Jednostavno - treba im dobar proizvod sto sada nemaju i rezultati to pokazuju: oslanjanje iskljucivo na nizu cenu i rezultira time da ne mogu nikako da stignu prelomnu tacku i predju iz crvenog u zeleno poslovanje.

Jedino gde su se kako-tako zadrzali je low-end desktop segment sto je najgori segment sa aspekta profita. U serverima su totalno izgubili pozicije, mobilna tehnologija koju su najavljivali nije napravila skoro nista znacajno (Vision i ostale marketinske zvake), grafike sljakaju kako tako (ali je to jako mali segment, nedovoljan). Treba im CPU koji ce moci da se prodaje dobro u high segmentu i koji ce se dobro ponasati kao serverski cip jer je to sto podize marzu i dize asp.
 
Poslednja izmena:
marantz je napisao(la):
Ne, nego je ovo prvi izvestaj gde je tertiran samo AMD zato je gubitak toliko manji. Ako bi na to dodao i gubitak koji su napravili arapi, imao bi oko 200 miliona gubitka i to je cifra koja se moze porediti sa predjasnjim izvestajima. Naravno, zahvaljujuci paymentu od Intel-a iskazali su po prvi put dobitak zahvaljujuci tim parama.

.
Kliknite za proširenje...
Netacno.
As of the first quarter of 2010, AMD will report operating results for what was formerly referred to as AMD Product Company only and will no longer consolidate the financial results of GLOBALFOUNDRIES. AMD's investment in GLOBALFOUNDRIES will be accounted for using the equity method.
Kliknite za proširenje...

In the fourth quarter of 2009, AMD Product Company reported non-GAAP net income of $80 million and non-GAAP operating income of $169 million. In the third quarter of 2009, AMD Product Company reported non-GAAP net income of $2 million and a non-GAAP operating income of $47 million3. AMD Product Company adjusted EBITDA for the fourth quarter was $282 million, up from $169 million in the prior quarter3.
Kliknite za proširenje...

http://www.amdzone.com/index.php/co...amd-reports-fourth-quarter-and-annual-results
 
Svejedno, ocigledno je, kao sto Dusan rece, da napreduju.
Koliki deo ovoga ide ATI-u doduse?:)
 
Preacher je napisao(la):
Netacno.




http://www.amdzone.com/index.php/co...amd-reports-fourth-quarter-and-annual-results
Kliknite za proširenje...

JA bih ipak pre verovao New York Timesu, nego nekom AMD Zone-u (sta je to uopste...)

http://www.nytimes.com/2010/01/22/technology/companies/22chip.html?partner=yahoofinance

A.M.D. said that it would have lost money were it not for the payment it received from Intel to end a long-running antitrust battle.

I da, ovaj poslednji izvestaj je prvi bez GF, a cak i bez GFa gube novac i kao sto sam rekao na to dodaj gubitak GFa i dobijes jako slicne rezultate kao pre.

Nije sporno ovo sto kaze alfaunits da napreduju ali drzimo se cinjenica.
 
marantz je napisao(la):
JA bih ipak pre verovao New York Timesu, nego nekom AMD Zone-u (sta je to uopste...)

http://www.nytimes.com/2010/01/22/technology/companies/22chip.html?partner=yahoofinance

A.M.D. said that it would have lost money were it not for the payment it received from Intel to end a long-running antitrust battle.

I da, ovaj poslednji izvestaj je prvi bez GF, a cak i bez GFa gube novac i kao sto sam rekao na to dodaj gubitak GFa i dobijes jako slicne rezultate kao pre.

Nije sporno ovo sto kaze alfaunits da napreduju ali drzimo se cinjenica.
Kliknite za proširenje...

Naravno drzimo se cinjenica:
http://www.amd.com/us/press-releases/Pages/q4-earnings-2010jan21.aspx

As of the first quarter of 2010, AMD will report operating results for what was formerly referred to as AMD Product Company only and will no longer consolidate the financial results of GLOBALFOUNDRIES. AMD’s investment in GLOBALFOUNDRIES will be accounted for using the equity method.
Kliknite za proširenje...

In the fourth quarter of 2009, AMD Product Company reported non-GAAP net income of $80 million and non-GAAP operating income of $169 million. In the third quarter of 2009, AMD Product Company reported non-GAAP net income of $2 million and a non-GAAP operating income of $47 million3. AMD Product Company adjusted EBITDA for the fourth quarter was $282 million, up from $169 million in the prior quarter3.
Kliknite za proširenje...
Sta ovde nije jasno?
 
Generalno, mislim da se na polju servera čak najbolje drže sa sadašnjom arhitekturom (6-core, 12-core Opteroni). Najviše kaskaju u mobilnom segmentu (tu Intel najviše raste). No tu leži i najveća šansa s novom arhitekturom. Bobcat je zamišljen kao komponenta koju je veoma jednostavno uglaviti u SoC, direktno iz neke HDL definicije. Sve ostale komponente x86 SoC-a AMD već ima. GF (ili neko drugi) to sve može proizvesti, počevši od 2011., bez ikakvih pravnih zavrzlama s Intelom.

Druga stvar je kontinuitet. Intel je godinama neometano gradio svoj market share u svim segmentima, često i nedopuštenim metodama. AMDu se posrećilo tek relativno nedavno s Opteronom (AMD64) u serverskom segmentu. Za mobilno tržište će im trebati još cca godinu ili 2 vremena da redefiniraju platformu koju su, takođe tek nedavno, dobili kupovinom ATIa (konačno da krene Fusion u pravom smislu). Dakle, iz očitih razloga ne može sve odmah i sada. Treba vremena, mnoge bitne stvari su riješili (platforma, dogovor s Intelom, odustajanje od proizvodnje) i šansa postoji da se održe. Sad im samo treba dobar poroizvod, i nvidia-like marekting spinneri :).
 
Preacher je napisao(la):
Naravno drzimo se cinjenica:
http://www.amd.com/us/press-releases/Pages/q4-earnings-2010jan21.aspx




Sta ovde nije jasno?
Kliknite za proširenje...

Tebi ocitno ne mnogo toga, pa si jos uhvatio finansijski izvestaj da tumacis. EVo protumacili su ti ga sa Wall Street-a - tu ti sve pise, pa procitaj.

http://finance.yahoo.com/news/AMD-posts-a-profit-thanks-to-apf-2001425472.html?x=0&.v=7

Excluding the settlement and other items, AMD lost $57 million, or 8 cents per share. Analysts polled by Thomson Reuters were expecting a loss of 18 cents per share, excluding items
Kliknite za proširenje...
.
 
marantz je napisao(la):
Tebi ocitno ne mnogo toga, pa si jos uhvatio finansijski izvestaj da tumacis. EVo protumacili su ti ga sa Wall Street-a - tu ti sve pise, pa procitaj.

http://finance.yahoo.com/news/AMD-posts-a-profit-thanks-to-apf-2001425472.html?x=0&.v=7

.
Kliknite za proširenje...

Pa dobro, ocigledno da Intel nije "potkradao" AMD na ovaj ili onaj nacin, AMD i sigurno ostvario veci profit od ovoga koji je napravio zahvaljujuci Intelovoj isplati, jel' postoji mogucnost da se ovo i ovako tumaci, a?

Sve u svemu zbir je bitan a, to je da je AMD zavrsio godinu u plusu, pa nek su ima pare pale sa neba, oni su u plusu. Sto je bitno za dalji razvoj tehnologije koju proizvodi AMD.
 
marantz je napisao(la):
Tebi ocitno ne mnogo toga, pa si jos uhvatio finansijski izvestaj da tumacis. EVo protumacili su ti ga sa Wall Street-a - tu ti sve pise, pa procitaj.

http://finance.yahoo.com/news/AMD-posts-a-profit-thanks-to-apf-2001425472.html?x=0&.v=7

.
Kliknite za proširenje...

Q4:
AMD = AMD Product Company + GloFo (boldovano u prethodnom postu)

AMD = $57 million loss
GloFo = $137 million loss
AMD Product Company = $80 million income. (boldovano u predhodnom postu)
Je li ti sada jasno?
 
Jedini problem koji ja vidim u toj prici "Intel isplatu su svakako zasluzili" je sto u Q1 2010 nece biti te isplate, Q1 ce biti losiji od Q4 2009 po prodaji (jer to uvek jeste), pa AMD moze da ocekuje jos jedan minus kvartal.
 
I sta ce da prodaju u Q2 2010?
 
Nemojmo biti takvi fatalisti, uvjek je zanimljivije navijati za underdoga :).

Na x86 tržištu praktički postoje samo 2 igrača, a Intelu federalni organi upravo natežu uši.

Nego, bilo bi dobro znati kakve su sada mogućnosti "novog" AMDa (nakon cross-licence sporazuma s Intelom), da im neko "dublje" uđe u vlasničku strukturu?

Takođe, kod AMDa postoji volja za borbom. Management ne mulja i ne uljepšava stvari, sve izgleda priličo transparentno s financ. strane. Nema nekih rizičnih poteza od kad se Hector maknuo. Startna pozicija za 2010. im je kudikamo bolja nego pređašnjih godina.
 
Preacher je napisao(la):
Novi kvartal - novi izvestaj. :)
http://www.amd.com/us/press-releases/Pages/q1-earnings-2010apr15.aspx
Prvi izvestaj bez GloFo-a, revenue $1.57B, net income $257M/$0.35.
U poredjenju sa proslim kvartalom nesto je manji revenue ali je net income mnogo veci (uporedivo sa AMD Product Company = $80 million income prosli kvartal).
Deonice su presle 10$:
http://www.google.com/finance?q=amd
Kliknite za proširenje...

Treba im mnogo jaci lineup CPU-ova da bi podigli ASP. Graficki cipovi i dalje cine nesto malo manje od trecine prihoda, ako sam dobro video.

Inace, ovaj revenue je odlican za njih u Q1, ali je poredjenja radi cist profit Intela u istom periodu ~50% veci od AMD-ovog ukupnog prihoda.
 
Pa kada se uporedi sa onih 500+ m$ gubitaka po kvartalu ovo je premija. :)
Treba napomenuti da je u tu svotu uracunato i jednokratnih $325 od GF-a:
Q1-10 consists of $69M gross margin benefit related to the deconsolidation of GF in Q1-10, a $325 million gain on the fair value assessment of our investment in GF, and $183 million equity loss related to GF.
Kliknite za proširenje...
kao i $183m koji su otisli GF-u.
Od tih $183m je $114 million za "under-utilization costs".
Inace, Dirk je najavio 28nm GPU iz GloFo-a i podatak da je ATI isporucio 6 miliona DX11 GPU-ova.
http://www.semiaccurate.com/forums/showthread.php?t=2194
 
sto pi rekli ameri "total ownage" (ili tako nesto :d)

At AMD's quarterly financial conference, CEO Dirk Meyer mentioned that ATI's Radeon HD 5000 series have sold over 6 million graphics cards in just over two quarters. "In graphics, we shipped a total of over six million DirectX 11 enabled units to date, and expanded the family into the mainstream and value segments," said Dirk Meyer.
Kliknite za proširenje...

http://vr-zone.com/articles/amd-over-6-million-ati-graphics-cards-sold/8885.html

postignut je tempo od MILION kartica MESECNO!
 
Znaci, konacno ce vam isplatiti zaostale plate i tople obroke od oktobra? :D :D :d
 
Morate se prijaviti ili registrovati da odgovorite ovde.
Nazad
Vrh Dno