The tech sector represents companies developing and delivering innovative technology solutions across various industries. These range from software developers and hardware manufacturers to cloud computing and cybersecurity providers. Tech stocks offer investors exposure to companies driving digital transformation worldwide. The sector continues to shape how businesses operate and people live through constant innovation. Investing in tech stocks can provide significant growth opportunities as technology beco ...

On October 29, Advanced Micro Devices (NASDAQ: AMD) held its Q3 2024 earnings call. Earnings per share (EPS) came in exactly on par with consensus estimates, at $0.92, for a pretty compelling 38% increase year-over-year (YoY).Results in terms of revenue were not bad either at $6.82 billion, compared to analysts expectations of $6.71 billion — a 17% YoY increase.Good news, then — right? Wrong — at the time of publication, AMD stock price has dropped from a previous-day peak of $166 down to $156.25, marking a ...

As slow as it is to build, Advanced Micro Devices NASDAQ: AMD is gaining momentum with AI and is well-positioned for long-term market share gains. The primary hurdle is its AI ecosystem, which lags behind NVIDIA's NASDAQ: NVDA development, but the ecosystem is improving quarterly, aided by internal advances and acquisitions. AMD Today's takeaway for investors is that this semiconductor company is growing due to its AI position, growth is accelerating, and the negative impact of legacy business will soon shi ...

The chipmaker's data center revenue soared 122% year over year, driven by continued powerful demand for its artificial intelligence (AI) chips that compete with larger rival Nvidia's chips. Shares of Advanced Micro Devices (AMD 3.96%) declined 7.6% in Tuesday's after-hours trading, following the chipmaker's release of its third-quarter 2024 report.The stock's drop is largely attributable to fourth-quarter revenue guidance coming in slightly lower than Wall Street had expected. As to third-quarter results, r ...

AMD now expects AI GPU revenue to exceed $5 billion in 2024.In this video, I go over Advanced Micro Devices's (AMD 3.96%) third-quarter earnings report, which was not good enough to keep the stock from dropping. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Oct. 29, 2024. The video was published on Oct. 29, 2024. ...

文章核心观点 - 公司第三季度财报低于预期,并发布了较低的当前季度收入指引,但数据中心收入创新高 [2][3] - 公司股价在盘后交易中大幅下跌,表明投资者可能期望公司在人工智能基础设施需求强劲的背景下表现更好 [3] - 公司股价今年迄今上涨约13%,但仍低于纳斯达克指数涨幅的一半 [4] 技术面分析 - 公司股价自3月初创下历史新高后,已经进入一个典型的下降通道 [5] - 最近股价已经反弹至通道上轨,但成交量较低,表明大型市场参与者在公司财报公布前保持观望态度 [5] 关键支撑位 - 162美元附近是一个重要的支撑位,如果跌破该位置,可能会进一步下探至132美元和112美元附近 [7][8] 潜在上涨目标 - 如果公司股价恢复长期上涨趋势,可以预测一个约275美元的涨幅目标 [9][10]

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

财务数据和关键指标变化 - 第三季度收入达到68亿美元，同比增长18%，主要受数据中心和客户端处理器销售增长的推动 [8][48] - 毛利率提高了2.5个百分点，达到54%，每股收益同比增长31% [8][49] - 数据中心部门收入同比增长122%，达到35亿美元，占总收入的52% [50] 各条业务线数据和关键指标变化 - 数据中心部门收入增长122%，主要得益于AMD Instinct GPU和EPYC CPU的强劲销售 [50][51] - 客户部门收入为19亿美元，同比增长29%，主要受Zen 5处理器需求的推动 [52] - 游戏部门收入下降69%，至4.62亿美元，主要由于半定制产品销售下降 [53] - 嵌入式部门收入下降25%，至9.27亿美元，尽管在某些市场需求有所改善 [54] 各个市场数据和关键指标变化 - 公有云实例同比增长20%，超过950个，主要由微软、AWS等推出或扩展的EPYC处理器驱动 [12] - 企业市场销售连续五个季度实现强劲增长，EPYC CPU的采用加速 [13][14] - 嵌入式市场的需求逐步恢复，尤其是在测试和仿真领域 [39] 公司战略和发展方向和行业竞争 - 公司计划通过收购ZT Systems来增强AI基础设施能力，以加速下一代AI硅和系统的设计与验证 [27][28] - 公司正在与Intel等行业领袖合作，推动x86架构的创新和兼容性 [19] - 公司预计AI加速器的市场规模将在2028年达到5000亿美元，年增长率超过60% [44] 管理层对经营环境和未来前景的评论 - 管理层对未来几年的增长机会持乐观态度，尤其是在数据中心、客户端和嵌入式业务中 [43] - 管理层指出，AI的快速采用将推动高性能计算的需求 [44] - 管理层对数据中心GPU业务的强劲增长表示满意，并预计2024年数据中心GPU收入将超过50亿美元 [32][98] 其他重要信息 - 公司在第三季度产生了6.28亿美元的现金流，回购了180万股股票 [55][56] - 公司预计第四季度收入将达到75亿美元，同比增长22% [57] 问答环节所有提问和回答 问题: 数据中心GPU业务的前景 - 数据中心GPU业务在第三季度表现强劲，预计2024年收入将超过50亿美元，主要得益于客户里程碑的完成 [63][98] 问题: 关于毛利率的指导 - 第四季度毛利率预计将保持在54%左右，主要受数据中心业务增长的推动 [66][68] 问题: 供应链的演变 - 供应链在过去几个季度得到了改善，预计2025年将继续保持紧张的供应环境 [73][74] 问题: 嵌入式业务的前景 - 嵌入式业务在某些子市场表现良好，预计2024年将实现适度增长 [78][79] 问题: EPYC业务的动态 - 企业市场的增长势头良好，预计在未来几个季度将继续增长 [124][125] 问题: AI收入的构成 - AI收入的早期增长主要来自推理，预计未来将实现训练和推理的平衡 [110][111] 问题: PC市场的状态 - PC市场在下半年通常表现较强，预计2025年将实现中个位数的增长 [92][120]

文章核心观点 - 公司本季度收入为68.2亿美元,同比增长17.6% [1] - 公司本季度每股收益为0.92美元,同比增长31.4% [1] - 公司业绩超出市场预期,收入和每股收益分别超出预期1.59%和1.10% [1] 数据中心业务 - 数据中心业务收入为35.5亿美元,超出分析师平均预期3.43亿美元,同比增长122.1% [3] 嵌入式业务 - 嵌入式业务收入为9.27亿美元,超出分析师平均预期917.67百万美元,同比下降25.4% [3] 游戏业务 - 游戏业务收入为4.62亿美元,低于分析师平均预期5.6亿美元,同比下降69.3% [3] 客户端业务 - 客户端业务收入为18.8亿美元,超出分析师平均预期1.8亿美元,同比增长29.5% [3] 股价表现 - 公司股价在过去一个月内下跌2.5%,低于标普500指数1.7%的涨幅 [4] - 公司目前被评为Zacks Rank 4(卖出),预计短期内可能会低于整体市场 [4]

Advanced Micro Devices (AMD) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.70 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 1.10%. A quarter ago, it was expected that this chipmaker would post earnings of $0.67 per share when it actually produced earnings of $0.69, delivering a surprise of 2.99%. Over the last four quarters, the ...