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by adventured 2583 days ago
I'm a fan of AMD, I hope they succeed. However, how do you figure things are getting better and better based on actual results?

Right now it looks like they're going to be reset back to 2017 numbers, losing the business gains they made in 2018. Their sales have fallen for the last three quarters in a row, quarter over quarter, and they barely turned a profit last quarter. Sales imploded by 23% last quarter year over year. When does the amazing year start?

4 comments

You can't compare 2018 numbers to 2019 numbers without taking into account the intervening cryptocurrency crash. Setting that aside, their CPU and GPU sales have actually improved, even though both are nearing the end of a generation (and so are the console SoCs). The fact that AMD's still profitable even without cryptocurrency GPU sales is a pretty strong indicator of financial health, the likes of which they couldn't even dream of a few years ago.
Look at their own disclosures for 2019 H2 from their earnings statement - don't do your own estimate based on a linear projection of the last 3 quarters.

2019 is going to be an absolutely phenomenal year for AMD.

It starts when they get free positive publicity from scandals like this.
Once Rome and Ryzen3000 are shipping. They have been hyped so much & everyone is waiting for those releases, no point buying when it will be (probably) severely outdated in a few months.