财务表现 - AMD在2024年第二季度实现了58.35亿美元的营收，同比增长9%[4] - AMD的毛利润为28.64亿美元，同比增长17%[4] - AMD的净利润为2.65亿美元，同比增长881%[4] - AMD预计2024年第三季度营收将达到约67亿美元，同比增长16%[25] - AMD在2024年第二季度实现净收入达到58.35亿美元，同比增长8%[36] - AMD的毛利润为28.64亿美元，毛利率为49%[36] - AMD在2024年第二季度实现净利润为2.65亿美元，每股收益为0.16美元[36] - AMD的现金及现金等价物为41.13亿美元，短期投资为12.27亿美元[39] - AMD的总资产达到67.89亿美元[39] - AMD的总负债为6.20亿美元，股东权益为56.54亿美元[41] 业务表现 - 数据中心业务在2024年第二季度实现净收入为28.34亿美元，较去年同期增长8.6%[45] - 客户业务在2024年第二季度实现净收入为14.92亿美元，较去年同期增长49.6%[45] - 游戏业务在2024年第二季度实现净收入为6.48亿美元，较去年同期下降59%[45] - 嵌入式业务在2024年第二季度实现净收入为8.61亿美元，较去年同期增长41.0%[45] 财务指标 - AMD提供了非GAAP财务指标，包括非GAAP毛利润、非GAAP净利润等[34] - AMD的调整后EBITDA在2024年第二季度达到14.3亿美元，较去年同期增长16.6%[49] - AMD的自由现金流在2024年第二季度为8.18亿美元，较去年同期增长40.5%[50] 展望与风险 - AMD强调了对未来收入增长和AI机会的期望[33] - AMD在财报电话会议中提到了对市场竞争和行业不确定性的关注[33] 资产状况 - AMD的总资产为678.86亿美元，总债务为17.19亿美元[46] - AMD的现金、现金等价物和短期投资为53.4亿美元[46]

SANTA CLARA, Calif., July 30, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced revenue for the second quarter of 2024 of $5.8 billion, gross margin of 49%, operating income of $269 million, net income of $265 million and diluted earnings per share of $0.16. On a non-GAAP(*) basis, gross margin was 53%, operating income was $1.3 billion, net income was $1.1 billion and diluted earnings per share was $0.69. “We delivered strong revenue and earnings growth in the second quarter driven by record Data C ...

Justin Sullivan Introduction Since striking a blow-off top in early March, Advanced Micro Devices, Inc. (NASDAQ:AMD) stock has tumbled by nearly 40%. It is now trading virtually flat for the year going into today's quarterly report — underperforming its semiconductor industry peers [Nvidia (NVDA), Broadcom (AVGO), VanEck Semiconductor ETF (SMH)], and the broader stock market [S&P-500 (SPY)]. GoogleFinance If you have been following my work on AMD, you know that I was “bearish” on this semiconductor gi ...

Chip designer Advanced Micro Devices (NASDAQ:AMD) reports second-quarter (Q2) earnings on July 30 and the stock could move higher as a result.Expectations are lofty heading into the Q2 print. AMD stock has declined due to the current rotation out of technology names, with its share price having fallen 12% in the last month. But even before the rotation into small-cap and value securities, AMD stock had been struggling since the company’s previous first-quarter financial results met but did not exceed Wall S ...

文章核心观点 - 公司的创新产品和利润能力推动了6年的股价飙升,尽管在2021年底由于个人电脑销售下滑而出现了一些下滑 [2] - 公司的AI芯片和潜在的AI驱动的个人电脑升级周期推动了公司股价在去年的上涨 [2] - 公司正在积极应对AI发展趋势,通过一系列战略性收购和技术创新来增强在AI芯片领域的竞争力,与英伟达展开激烈竞争 [9][13] 公司表现 - 公司在数据中心业务方面表现出色,第一季度数据中心收入创下纪录,同比增长80% [8] - 公司预计第二季度数据中心收入将再创新高,达到27.9亿美元 [8] - 公司股价在5月17日大涨,因微软将在Azure云计算平台上提供AMD的AI芯片作为英伟达的替代品 [8] - 公司在Computex大会上宣布将每年更新一代Instinct AI加速器,下一代MI325X将于今年晚些时候推出 [8] 行业动态 - 半导体行业受到美国政府可能收紧对华出口限制的影响而出现大幅下跌 [2] - 特朗普前总统关于台湾(全球最大芯片生产国)需要为自己的国防出资的言论进一步加剧了市场的担忧 [2] 公司竞争力 - 公司的MI300X GPU在处理大规模AI模型和高批量工作负载方面优于英伟达的H100,具有成本优势 [9][10][11][12] - 但英伟达的H100在中等批量规模的工作负载上表现更出色,在光线追踪和AI任务方面也有优势 [10][11] - 公司的灵活的芯片组架构和重要的战略性收购,使其能够更好地响应AI应用不断变化的需求 [13]

da-kuk Advanced Micro Devices, Inc. (NASDAQ:AMD) will be reporting earnings post-market on July 30, 2024, in a highly anticipated Q2 earnings report. I anticipate management to voice continued strength in GPU sales paired with growing strength, in general, compute CPUs as the traditional server industry appears to be going through its next refresh cycle. The analyst community appears to be heavily divided on AMD's performance, as the company has received 14 positive EPS revisions and 20 negative in the last ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Both companies are enjoying spectacular AI sales boosts.Many tech stocks benefited from the emergence of artificial intelligence (AI) into the mainstream. A prime example is semiconductor chipmaker Advanced Micro Devices (AMD 1.21%).AMD shares skyrocketed from a 52-week low of $93.12 last year to a high of $227.30 in March. But it's far from the only AI beneficiary.Another company particularly well suited to capitalize on the AI market is Micron Technology (MU 1.82%). Its stock also exploded over the past y ...

Nvidia has been the poster child for the accelerating adoption of AI, but one competitor could outpace its returns by 2030.If there's one company that exemplifies the opportunity represented by the accelerating adoption of artificial intelligence (AI), Nvidia (NVDA 0.69%) is arguably that company.Its graphics processing units (GPUs) were already the gold standard for processing earlier versions of AI before generative AI burst on the scene early last year. These advancements required much greater computing ...

文章核心观点 - AMD股价在2023年初大涨超过115%,与人工智能(AI)热潮相吻合 [1][2] - AMD在GPU市场占有第二大份额,与多家科技巨头建立合作关系 [3][4] - 但AMD的财务数据尚未与股价涨幅相匹配,其PE率高达207倍 [5][6] 英特尔的AI布局 - 英特尔近年来市场份额下降,但最近有所回暖,推出多款AI芯片产品 [7][8][9][10] - 英特尔正在扩大国内晶圆厂产能,有望成为AI芯片制造领导者 [11][12][13][14] - 英特尔的AI芯片设计和制造能力,使其股价相对更有价值 [15][17][18]