AMD 2024-Q4 EPS Contest (non-GAAP)
| User | EPS | Revenue | Outlook |
|---|---|---|---|
| Bing Copilot | $1.05 | $7.30B | $7.20B |
| Vattila | $1.13 | $7.80B | $8.30B |
| Zacks Estimate | $1.07 | $7.52B | $7.01B |
Intel has reported (see own thread) and the x86 client market looks strong. Time to submit your AMD estimates!
For historical segment results and my estimates for the completed quarter, see my original post. Note that Zacks has released a pre-report article, where they share their detailed estimates for each business segment. Notably they have Data Centre consensus at $4.10B (vs my $4.40B), Client at $1.97B (vs my $2.00B), Gaming at $0.51B (vs my $0.40B) and Embedded at $0.92B (vs my $1.00B). I don’t know why they think Gaming has strengthened and Embedded has weakened. My numbers presume a further slight weakening in Gaming and continued steady but slow 8% recovery in Embedded. On AMD’s ability to grow Data Centre revenue, they are pretty pessimistic. My numbers presume continued 24% quarter-on-quarter growth. In their forecast for Q1, they presume there will be stark decline for some odd reason. If I model a slight slowdown to 20% growth in Data Centre and a big -15% seasonal drop in Client, with other segments staying the same, I get $8.38B forecasted for Q1.
Post your numbers to participate!
Background Information
AMD’s Q4 outlook: $7.50B ± 0.30B revenue
AMD: Detailed Earnings Estimates - Zacks.com