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AMD's revenue rises 18%, but margin forecast disappoints
- ww520 10y agoI hope they improve. Competition pushes progress. While AMD has been out in the last couple years, Intel has been sitting on their butt idling.
- zanny 10y agoIntel slashed prices of a lot of their chips by up to 25% basically overnight with Ryzen's release (in consumer and enterprise segments). It doesn't necessarily get Intel competing again, but it at least cuts into the fat margins a bit.
- dogma1138 10y agoIt hasn't reduced the prices of a single SKU.
- AlphaSite 10y agoIt has pushed forwards the launch of its future SKUs though and pushed Xeon to the front of the queue for next fen fab space.
- dogma1138 10y agoSkylake-EP was shipping to select customers in 2016, Intel has pushed Cannon Lake by 2-3 months and technically it pushed it forward again after its initial delay.
- halestock 10y agoHeh, this title takes a pretty liberal interpretation of what the article says.
- forrestthewoods 10y ago> AMD's net loss narrowed to $73 million, or 8 cents per share, in the first quarter ended April 1, from $109 million, or 14 cents per share, a year earlier. Revenue rose 18.3% and losses narrowed by 33%. Title seems pretty reasonable to me?
- cwyers 10y agoIt's technically correct, but emphasizes things very, very differently from the article's actual headline, and likely falls afoul of site guidelines.
- kbenson 10y agoHmm, there's another article with that name[1]. Maybe the article was switched at some point to this one, which is much more detailed? 1: http://www.reuters.com/article/amd-results-idUSL4N1I33B2?symbol=AMD.O http://www.reuters.com/article/amd-results-idUSL4N1I33B2?sym...
- dom0 10y ago> Chipmaker Advanced Micro Devices Inc (AMD.O) reported lower-than-expected quarterly revenue in its business that supplies server chips What server business?
- smitherfield 10y agoGPUs?
- snovv_crash 10y agoExactly. And those few who were buying before will be holding out for Naples.
- eberkund 10y agoIMO AMD is really going to shine when they release the server version of Ryzen (Naples). Ryzen was great and certainly delivered on performance and price but it still gets beat by Intel in applications which are no heavily multi-threaded. In the server space, there are many almost entirely parallel applications where this advantage will be even better.
- nodesocket 10y agoWho's going to buy and deploy those chips though? Don't AWS, Google, Azure use Intel exclusively and I assume have lock-in contracts? The exception are GPU's, which AMD (NVIDIA) has some cloud penetration[1] but still lots of work left to do. [1] https://cloud.google.com/gpu/ https://cloud.google.com/gpu/
- Cyph0n 10y agoThey might, but I'm sure there are a ton of large companies that run their own datacenters or at least operate their own bare-metal servers (e.g., Dropbox, OVH). It would at least be a start for AMD.
- lucaspiller 10y agoThere are also still plenty of businesses that have their own hardware on the 0s - 10s of servers scale. They are going to be much more cost sensitive, so AMD could really shine there.
- Analemma_ 10y agoAt the kinds of scale the big cloud operators buy and build at, I bet each watt of TDP probably costs them six figures a year. If Ryzen has real advantages in the server room, they'll figure out a way to deploy it, I doubt they're foolish enough to lock themselves into one supplier irrevocably.
- hueving 10y agoCompanies that care about privacy or cost enough not to put stuff on the cloud?
- deleted 10y ago[deleted]
- sofaofthedamned 10y agoThe recent Intel ME problem may mean big corps at least give AMD a look.
- dom0 10y agoI doubt that. Security issues of vendors only become problematic if they make bad press for companies using it — or become a compliance issue. Things can move so fast in a bureaucracy if there is a compliance issue, it's really astounding!
- floatboth 10y agoSadly, AMD PSP is no better. In fact it's worse in some ways — it is actually responsible for initializing the CPU. At least on some Intels you could work for 30 minutes with completely erased ME firmware. Though the PSP concerns were very highly upvoted in Lisa Su's Reddit AMA, and the technical marketing employees said that they'll look into it. Hopefully they'll make it optional in their next products…
- theossuary 10y agoYeah, after reading through Libre Boot's FAQ [1], I don't think I'll ever buy AMD again, unless they make some serious improvements in this area. How they justify shipping closed source software that can't be disabled, has full access to my system, and can be remotely controlled is beyond me; but I'm not okay with it. [1]: https://libreboot.org/faq.html#amd https://libreboot.org/faq.html#amd
- hrrsn 10y ago>How they justify shipping closed source software that can't be disabled, has full access to my system, and can be remotely controlled is beyond me; but I'm not okay with it. Intel isn't any better.
- theossuary 10y agoAMD's is worse from what little I've read on the subject. Pointing to somebody else who is doing something wrong and using that as an excuse isn't exactly a great defense. AMD could really differentiate themselves here (at least for those who care). If AMD came out and said they'd open up the source for PSP or allow something like coreboot for those knowledgable enough to install it, every system I ever built from here on out would have Ryzen in it (I even have a system with an old Bulldozer pre PSP days). As it stands I'm just looking at older chips and non x86 chips now. I'm sure I am in the minority, but I also have some sway in what a lot of people buy in terms of technology, all I need is reason to be AMD's fanboy, and I'll give them every bit of business I can. All I ask is they think of the little guys like me who'd rather have less attack surface in their machines. I believe a computer should do what the owner asks, no more, no less. When we start getting to the point where manufactures feel like they have just as much control over the system I bought as I do; well I guess it's time to go shovel some shit, because this industry won't be for me anymore.
- brilliantcode 10y agoAs an AMD fanboy I'm delighted to hear it but saddened that this isn't going to make a dent against Intel. AMD has been two steps backward for every step forward for the past decade.
- NicoJuicy 10y agoYes, but.. It's also the first revival of AMD in more than a decade :)
- mrweasel 10y agoThe focus right now is so heavily on Ryzen, that people ignore that AMD needs to be able to continue delivering for years to come. It's wonderful for both consumers and AMD that Ryzen is so competitive, but they also need to be able to respond when the next version of Intel processors comes to marked. It's the same with GPUs. Nvidia continuously deliver the fastest GPU and once every few years AMD revamp their GPU architecture and they are able to compete for a cycle or two. After that they slowly fall behind again, until they do another redesign.
- faragon 10y agoAMD: provide backdoor-free systems, and you'll succeed (after Intel's security fiasco).
- turblety 10y agoYeah, basically the first of Intel or AMD to remove all unremovable closed source magic that has root access to your entire system, could become the dominant player for years.
- rjbwork 10y agoDoes that include sub-x86/x64-level micro-code on the chips themselves?
- boyhowdy 10y agowhy though? in my experience, people don't really care about that, especially big entities buying in bulk. just give me what's fastest per dollar.
- allemagne 10y agoIt could mean much tighter integration with open source kernels (Linux, BSDs) and the software that runs on them. The processor could benefit from crowdsourcing development to some extent. Also, in countries that aren't America (and for many entities in America) there could be huge value assigned to knowing with a higher confidence that your vendor isn't handing over a backdoor to three-letter agencies Finally, FLOSS enthusiasts will go crazy for it, which might not be a huge boost to AMD/Intel but is at least something. It may be an indirect way to get more talented and idealistic individuals going to AMD versus Intel. I don't know much about the subject, so these are all my guesses as to the biggest advantages. Who knows if they outweigh the perceived disadvantages from their perspective.
- johncolanduoni 10y agoWhy would dropping ME/PSP provide tighter integration with open source kernels or software? AMD or Intel processors also definitely aren't good candidates for crowdsourcing. Their R&D probably spends more on coffee than the largest crowdsourced projects raised.
- deleted 10y ago[deleted]
- Zelmor 10y ago>Revenue in the business rose 5 percent to $391 million, but came in below analysts' average estimate of $442.1 million, according to financial data and analytics firm FactSet. It is a mad world in which "not enough profit" equates to failure. They made a profit, gained market share, started something new. Still, hedge fund managers and investors are selling their shares. People want to make money for its own sake, no matter what gets exploited. Being a middle performer is no longer acceptable, but no one seems to stop and think WHY. In just 20 years they will be spending their money on canned fresh air. There is a moral in that somewhere.
- appetizer 10y agoand their children will experience greater longevity, clearer thoughts, greater stamina and overall physical fitness than the families that can't afford canned fresh air worth itttt also dont try to equate too much to share price after earnings. a large market participant decided that this latest information no longer justifies the current share price, which had floated around at a price while there was no information.
- phlipski 10y agoAMD has lost money for the past 5 years. They still lost money last quarter - they just haven't lost as much money as previous quarters/years. Now your sentiment with regards to the brutality and short term thinking of the stock market has some validity - IMO. But in this mad world (to quote you) I'd argue that AMD has already failed. I've long wondered how the hell AMD is still in business given the losses over the past 5 years. That's not an indictment against the good engineers there - just a simple business judgement. How can a company lose that much money in 5 years and STILL be in business. And for the record - I'm looking at you too UBER!
- jplayer01 10y agoClever financial management, outside investors and a large cash infusion from Intel.
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- solotronics 10y agoCan't wait for Naples. I have been pushing the bare metal teams at my company to consider when it comes out. If anyone works for AMD and can provide samples I would be happy to sign an NDA. We are one of the larger cloud companies and I am definitely excited for what we could do with Naples chips.
- hoschicz 10y agoHe's working at IBM on Softlayer according to his HN comments.
- lawrenceyan 10y agoHaha, way to call the guy out. You're ruining his chances at getting access to a potentially sweet sample deal!
- mrigor 10y agoFor those playing the earnings: After-hours: 12.10 -11.16%
- and0 10y ago-20% as of this morning, but steadily rising.
- Will_Parker 10y agoI'm a middle aged former investor in AMD back in the Athlon days. I find it remarkable that the dialogue about AMD vs Intel is identical today as it was 20 years ago!
- stuaxo 10y agoThe Ryzen chips don't yet seem to be available in lots of off the shelf computers, especially laptops. Once it is that should help revenue again.