AMD CEO Lisa Su Tops Earnings as Highest Paid CEO in The S&P 500

[Uskompuf]

Lisa Su of Advanced Micro Devices has become the world's highest-paid CEO, according to a recent survey from The Associated Press on CEO compensation. Lisa Su's pay package was valued at $58.5 million after some extremely impressive company performance over her last five years as CEO on the back of the wild success of EPYC, Ryzen, and Radeon. This pay package comprised a base salary of $1 million, a performance bonus of $1.2 million, $56 million in stocks. This makes Lisa Su the first woman to become the highest-paid CEO and one of only 20 women on the list, versus 309 men.



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[laszlo]

well deserved from my point of view!

 

[Hyderz]

very impressive

 

[medi01]

And then we expect RDNA2, Zen3 on 7nm followed by 5nm transition in 1-2 years.

Too bad I haven't bought AMD stock early enough.

 

[cucker tarlson]

you need to diversify your bonds Lisa

 

[laszlo]

you need to diversify your bonds Lisa

you meant sell the amd stock and buy intel anticipating their turn ?

 

[Fouquin]

you need to diversify your bonds Lisa

What's it like to be Lisa Su's personal chartered accountant?

 

[cucker tarlson]

thanks for the hate mail.
amd has grown quickly but it's been rather stagnant lately.

 

[medi01]

you meant sell the amd stock and buy intel anticipating their turn ?

Even in today's slides, all Intel has up to 2023 is 7nm.

 

[cucker tarlson]

Even in today's slides, all Intel has up to 2023 is 7nm.

View attachment 157693

dobut that'll happen

 

[JB_Gamer]

Well that explains the smile, keep smiling Lisa

 

[laszlo]

Even in today's slides, all Intel has up to 2023 is 7nm.

View attachment 157693

you forget that intel 10nm is equivalent to other's 7nm and their 7nm - other's 5nm...so i expect competition sooner

 

[QinX]

you forget that intel 10nm is equivalent to other's 7nm and their 7nm - other's 5nm...so i expect competition sooner

But it really isn't. It doesn't clock like the competition it doesn't have the yields like the competition and not the volume.
So on paper, yes should be equivalent, in practice, not so much.

 

[laszlo]

But it really isn't. It doesn't clock like the competition it doesn't have the yields like the competition and not the volume.
So on paper, yes should be equivalent, in practice, not so much.

as current infos intel 10nm will clock higher than tsmc 7nm due the different approach but time will tell

 

[cucker tarlson]

as current infos intel 10nm will clock higher than tsmc 7nm due the different approach but time will tell

early 10nm vs late 7nm may be a different story

 

[R0H1T]

Even in today's slides, all Intel has up to 2023 is 7nm.

View attachment 157693

I have a hard time believing Intel's doing 20% IPC in 2 successive gens following RKL(?) ~ sure it could be for benchmark suites heavily featuring a particular set of instructions (like AVX512) say for ML. If they're able to pull it off in integer heavy workloads hats off to them, but again this slide seems way too optimistic as of now, not to mention the not so small issue of clock speeds!

 

[my_name_is_earl]

For over thousands years, AMD has been under the shadow of Intel and Nvidia. But no-one talk about the CEO of Intel/Nvida record earning. Ok, it started to sound like a fairy tales. Anyway, can someone get her used toilet paper? I bet all the tech outlet will love to sniff that. Yea, I'm still waiting for that killer card from AMD for over 10+ year and they still lose to Intel on gaming. It's a facts. Don't matter if they lose by half a frame. Don't matter if you buy their product for peanut, losing is losing.

 

[blazed]

While all of this may sound impressive, one thing to keep in mind is that AMD's performance has been extremely volatile over the years, and at one point, they were even on the brink of bankruptcy. One indication of such, when looking at stocks, is the 'beta'. Beta is an indication of how much a stock is sensitive to general market fluctuations. If you do a Google search of 'Which companies have the highest betas, you get the following result:

8 S&P 500 Stocks With The Highest Betas - Advanced Micro Devices (NASDAQ:AMD), United Rentals (NYSE:URI)

www.benzinga.com

8 S&P 500 Stocks With The Highest Betas

1. Advanced Micro Devices, Inc.
AMD, 3.09 beta.

2. United Rentals, Inc.
URI, 2.71 beta.

3. Freeport-McMoRan Inc
FCX, 2.51 beta.

4. Devon Energy Corp
DVN 0.08%, 2.38 beta.

5. Marathon Oil Corporation
MRO 0.17%, 2.31 beta.
SVB Financial Group

6. SIVB, 2.19 beta.

7. IPG Photonics Corporation
IPGP, 2.17 beta.

8. Navient Corp
NAVI, 2.14 beta.

They then go on to say, and I quote: 'Several of these high-beta stocks have performed extremely well in 2019, including a 112% gain from AMD. However, these large positive returns from high-beta stocks occur much more often during periods of strong overall market returns, and traders can expect many of these same high-beta stocks to be among the worst performers during the next market downturn.'

So yeah, if I were you guys, I'd get out of AMD while the goings good, and maybe start looking into Intel again.

 

[jigar2speed]

For over thousands years, AMD has been under the shadow of Intel and Nvidia. But no-one talk about the CEO of Intel/Nvida record earning. Ok, it started to sound like a fairy tales. Anyway, can someone get her used toilet paper? I bet all the tech outlet will love to sniff that. Yea, I'm still waiting for that killer card from AMD for over 10+ year and they still lose to Intel on gaming. It's a facts. Don't matter if they lose by half a frame. Don't matter if you buy their product for peanut, losing is losing.

Those 5 FPS are really precious isn't it but you forgot how they lose by miles when actual working application comes into the picture. Please stop drinking cool aid of Intel. As far as Nvidia is concern yes i agree AMD needs to get its act to gather but LISA Su has so far done a great work to deserve the pay check.

 

[Flanker]

Hopefully their engineers also got the pay they deserve.

 

[Rahnak]

amd has grown quickly but it's been rather stagnant lately.

Stagnant how? Zen 2 was a big improvement over Zen 1. Zen 3 is rumored to be another big improvement again. They brought 16 cores to mainstream and 64 to HEDT.
Things aren’t as successful on the Radeon side but 5700, drivers aside, delivered good performance for the price in the mid-range. RDNA2 is rumored to step it up and it’ll bring ray tracing too.
So I wouldn’t say they’ve been sitting on their ass. If this is stagnating then Intel was doing what, going back in time?

as current infos intel 10nm will clock higher than tsmc 7nm due the different approach but time will tell

Yeah, they’re clocking so high Intel is back-porting Willow Cove into their 14nm process.

 

[Nosada]

S&P500 ... only 20 women on the list, versus 309 men ...

I'm guessing the other 161 companies are run by lizard people, like Tesla and Facebook?

 

[cucker tarlson]

Stagnant how? Zen 2 was a big improvement over Zen 1. Zen 3 is rumored to be another big improvement again. They brought 16 cores to mainstream and 64 to HEDT.
Things aren’t as successful on the Radeon side but 5700, drivers aside, delivered good performance for the price in the mid-range. RDNA2 is rumored to step it up and it’ll bring ray tracing too.
So I wouldn’t say they’ve been sitting on their ass. If this is stagnating then Intel was doing what, going back in time?


Yeah, they’re clocking so high Intel is back-porting Willow Cove into their 14nm process.

The stocks man not the architectures.

 

[Kapone33]

While all of this may sound impressive, one thing to keep in mind is that AMD's performance has been extremely volatile over the years, and at one point, they were even on the brink of bankruptcy. One indication of such, when looking at stocks, is the 'beta'. Beta is an indication of how much a stock is sensitive to general market fluctuations. If you do a Google search of 'Which companies have the highest betas, you get the following result:

8 S&P 500 Stocks With The Highest Betas - Advanced Micro Devices (NASDAQ:AMD), United Rentals (NYSE:URI)

www.benzinga.com

8 S&P 500 Stocks With The Highest Betas

1. Advanced Micro Devices, Inc.
AMD, 3.09 beta.

2. United Rentals, Inc.
URI, 2.71 beta.

3. Freeport-McMoRan Inc
FCX, 2.51 beta.

4. Devon Energy Corp
DVN 0.08%, 2.38 beta.

5. Marathon Oil Corporation
MRO 0.17%, 2.31 beta.
SVB Financial Group

6. SIVB, 2.19 beta.

7. IPG Photonics Corporation
IPGP, 2.17 beta.

8. Navient Corp
NAVI, 2.14 beta.

They then go on to say, and I quote: 'Several of these high-beta stocks have performed extremely well in 2019, including a 112% gain from AMD. However, these large positive returns from high-beta stocks occur much more often during periods of strong overall market returns, and traders can expect many of these same high-beta stocks to be among the worst performers during the next market downturn.'

So yeah, if I were you guys, I'd get out of AMD while the goings good, and maybe start looking into Intel again.

I would not sell AMD until AM4 is no more.

 

[Vayra86]

While all of this may sound impressive, one thing to keep in mind is that AMD's performance has been extremely volatile over the years, and at one point, they were even on the brink of bankruptcy. One indication of such, when looking at stocks, is the 'beta'. Beta is an indication of how much a stock is sensitive to general market fluctuations. If you do a Google search of 'Which companies have the highest betas, you get the following result:

8 S&P 500 Stocks With The Highest Betas - Advanced Micro Devices (NASDAQ:AMD), United Rentals (NYSE:URI)

www.benzinga.com

8 S&P 500 Stocks With The Highest Betas

1. Advanced Micro Devices, Inc.
AMD, 3.09 beta.

2. United Rentals, Inc.
URI, 2.71 beta.

3. Freeport-McMoRan Inc
FCX, 2.51 beta.

4. Devon Energy Corp
DVN 0.08%, 2.38 beta.

5. Marathon Oil Corporation
MRO 0.17%, 2.31 beta.
SVB Financial Group

6. SIVB, 2.19 beta.

7. IPG Photonics Corporation
IPGP, 2.17 beta.

8. Navient Corp
NAVI, 2.14 beta.

They then go on to say, and I quote: 'Several of these high-beta stocks have performed extremely well in 2019, including a 112% gain from AMD. However, these large positive returns from high-beta stocks occur much more often during periods of strong overall market returns, and traders can expect many of these same high-beta stocks to be among the worst performers during the next market downturn.'

So yeah, if I were you guys, I'd get out of AMD while the goings good, and maybe start looking into Intel again.

Yup... somebody laughed, but we know what happened to Nvidia's stock the moment they peaked. Correction. Boom. Doesn't mean they won't rise after that, of course....

Growth must be sustainable. Maybe, this time AMD's correction in 2019 was 'up to the correct level'. But the stagnation today doesn't point to that, after all, its not like they've slowed down in releases and design wins, quite the opposite.

Looks like AMD is following the right curve in the larger scheme... trend is clearly still up. But even they suffered a crypto/mine crash in 2018. They were not selling tons of GPUs though, so the impact is somewhat lower.

Question with these two graphs. Do we believe this can last? Seems to be growing too fast once again in both camps.

Intel OTOH... stagnant, clearly people are waiting for them to do something worthwhile

Also, with all three you can clearly see a plateau from the onset of the current crisis. This is all counting on the idea the economy will follow a V-shaped recession and the second wave won't be happening, I reckon there is a lot of wishful thinking involved here.

Source: NASDAQ / https://finance.yahoo.com/quote/INTC?p=INTC&.tsrc=fin-srch