Monday, July 9th 2012
AMD Announces Preliminary Second Quarter Results
AMD today announced that revenue for the second quarter ended June 30, 2012 is expected to decrease approximately 11 percent sequentially. The company previously forecasted second quarter 2012 revenue to increase 3 percent, plus or minus 3 percent sequentially. The lower preliminary revenue results are primarily due to business conditions that materialized late in the second quarter, specifically softer-than-expected channel sales in China and Europe as well as a weaker consumer buying environment impacting the company's Original Equipment Manufacturer (OEM) business.
The company expects second quarter gross margin to be approximately in line with prior guidance. Operating expenses for the second quarter are expected to improve and to be approximately 8 percent less than prior guidance of approximately $605 million, a result of tightly controlled expenses in the quarter.
AMD will report second quarter 2012 results after market close on Thursday, July 19, 2012. AMD will hold a conference call for the financial community at 2:00 p.m. PT (5:00 p.m. ET) that day to discuss second quarter financial results and to provide information regarding expected third quarter results. AMD will provide a real-time audio broadcast of the teleconference on the Investor Relations page at www.amd.com. The webcast will be available for 10 days after the conference call.
The company expects second quarter gross margin to be approximately in line with prior guidance. Operating expenses for the second quarter are expected to improve and to be approximately 8 percent less than prior guidance of approximately $605 million, a result of tightly controlled expenses in the quarter.
AMD will report second quarter 2012 results after market close on Thursday, July 19, 2012. AMD will hold a conference call for the financial community at 2:00 p.m. PT (5:00 p.m. ET) that day to discuss second quarter financial results and to provide information regarding expected third quarter results. AMD will provide a real-time audio broadcast of the teleconference on the Investor Relations page at www.amd.com. The webcast will be available for 10 days after the conference call.
26 Comments on AMD Announces Preliminary Second Quarter Results
It's a shame too because I would rather not spend $100 extra dollars on basically the same processor that benches maybe 2-5% higher...
they peaked at 40$ in 2006 and had gone as low as 1.82$ in the early part of 2009. They rebounded up to 8.50$ and are now experiencing a lull as they wait for the deals they made this year start to pay off. With the console deals that are happening expect the stock to be well above 10$ at the end of 2014.
amd isn't goign anywhere, though their focus has shifted and will continue to do so as the tech world evolves.
(Fixed somethings in your post)AMD is ~$5 billion. Intel doesn't just do CPUs/GPUs and Chipsets.
Intel makes:
Cable Modems
Demodulators & Tuners
Servers <--- (AMD will soon make with the Freedom Fabric)
Solid State Drives
Wireless devices
Ethernet devices
& more etc.
Intel also owns:
10+ Silicon Foundries
Also, you can tell when AMD has been bad based on what CEO they are on
Jerry Sanders -> 1969 to 2002 (The most successful/competitive era)
Hector Ruiz -> 2003 to 2008 (Rode the wave era)
Dirk Meyer -> 2009 to 2011 (Destroy self and try to repair era)
Rory Read -> 2012 to etc. (So far a continuation of the try to repair era)
AMD bought ATI to compete with Intel in this front in 2006.
Nvidia is try'n to branch out with Tegra. Thats not gonna do much since battery life on tegra products is horrid.
Both companies have been in a decline since the late 200x.
Intel will win because it could out spend them by taking a dump and not even noticing it from their marketing expenses and its self reliant. The real descrete graphic winner is Real 3D since Intel bought them in 1999.
I think that eventually you are right - but I don't see this happening until we start maxing Retina Displays with APUs, and there is code out there that can use the APU to its full potential (i.e. that makes it more efficient due to the on-die properties vs. and interface and a bus). Until that point, where graphics becomes a commodity, I don't think you will get the power that you need from an APU, in either CPU or GPU terms, and most APUs will be low power or low cost solutions.
Remember these guys?
www.matrox.com/graphics/en/
Matrox stopped offering consumer products and went to produce specialised graphics cards years ago, and they are probably swimming with money right now.
for entry pc's and low level gaming PC's the APU will be a miracle, as it should. but for people who have PC's to do HEAVY work loads or play serious games, seperate components will always win, atleast for this generation. until the modern PC see's a drastic overhall in how it is compiled this will be the case. one day these "big boxes" of electronics will not be necessary and then the cpu and discrete cards will truly die.
I'm not too up to date on the whole APU thing, but to me, it doesn't seem like it would be likely to take anyone away from the enthusiast range anytime soon.
Llano launched a lot better than this and that had supply problems up the wazoo. Come on AMD, gimmie something to keep my eyes on. I'm in the market but the longer it takes to get more of Trinity out there, the more I consider saving a little extra and going a Qosmio or MBP (non Retina). Not that I plan to buy now, but back to school sales will be coming.
(Trinity, Vishera, Seoul, and Abu Dhabi are all in full production as of now(well since June)).
Worst Process:
GlobalFoundries 32-nm > TSMC 40-nm/TSMC 28-nm
AMD is doing fine.