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by bitL
2758 days ago
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...and that's why AMD didn't miss revenue forecasts, right? EPYC was pretty anemic, I would have expected an explosion in sales with such a product, not the underwhelming sales performance it experienced. There are obviously other factors holding it back. How do you know AWS/Azure etc. aren't using them just for price haggling with Intel, as it was done with AMD in the past all the time? The fact you can get EPYC servers doesn't mean they are wide-spread anyway. |
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That is just unrealistic expectations in the server space. These aren't consumer products where adoption is fast. Business don't upgrade their infrastructure as quickly as consumers, and when they do decided to upgrade it is months of planning. No company is going to jump ship to AMD when their current servers aren't fully depreciated by their accounting standards, and they still have several years left on their support contracts.
The EPYC sales will come, but not overnight.
EDIT: And I am not sure why are are so disappointed here. Epyc sales and adoption has been in-line with what AMD has given as guidance. Why would you expect adoption to wildly exceed AMD's own guidance? I think AMD had aggressive but realistic guidance and so far Epyc has been great success and will only continue to chip away at Intel. Also not sure what revenue miss you are referring to. Overall AMD beat their expected earnings per share by 1 cent last quarter. If there was a slight miss on the Epyc sales then they made up for it somewhere else, but it must not have been a very big miss otherwise they would have missed the EPS target.