Earnings call numbers were about Q2 with desktop CPU and GPU sales down due to long hyped new CPUs and GPUs launching on June 7th. PS4 and Xbox One are also long in the tooth now - semi-custom SoCs are down too.
The article here is about sales after the June 7th launch which went really well.
Also, big Wall Street traders are known to go to extremes to find sales figures, like using photos from spy satellites of Walmart parking lots to estimate sales before earnings dates. If AMD's sales were truly spectacular, they would be loading up AMD stock by the bucketload right now.
Other times, they don't know the first thing about what companies actually do. The success of Ryzen looked quite probable even before release, yet the stock price didn't move much. I bought some.
Haha that do you have any articles talking about that satellite thing? I feel like the finance industry has a lot of similarities with the security industry in terms of unconventional techniques used.
The article here is about sales after the June 7th launch which went really well.