AMD and Intel Reports Reports Q4 Earnings

[skyruner]

AMD Reports $1.72 Billion USD Q4 Net Loss

AMD reports its Q4 earnings

Yesterday, DailyTech reported on Intel's Q4 2007 earnings. The chip giant generated revenue of $10.1 billion USD, operating income of $2.2 billion USD and net income of $1.9 billion USD.

Despite Intel's performance for the quarter -- which outpaced Q4 2006 by a wide margin -- investors still drove the stock price for the company down 12 percent.

It's now AMD's turn to show its books and the results don't look very promising. The Sunnyvale, California-based company reported Q4 2007 revenue of $1.770 billion USD, a net loss of $1.722 billion USD and an operating loss of $1.678 billion USD.

For all of 2007, AMD recorded revenue of $6.012 billion USD and a net loss of $3.379 billion USD. AMD also reported that ATI, which it purchased in 2006 for $5.4 billion USD, is now worth 30 percent less.

"We were close to break-even operationally for the quarter, reducing our fourth quarter non-GAAP operating loss to $9 million. We improved gross margin by three points sequentially, driven by increased shipments of new products, higher average selling prices and cost containment actions," said Robert J. Rivet, AMD CFO Robert Rivet. "We shipped a record number of microprocessor units in the quarter, including nearly four hundred thousand quad-core processors."

As is the case with most tech companies, AMD expects earnings to take a dip during Q1 2008 -- the first quarter is traditionally a slow period for tech manufacturers.

In November 2007, AMD received a cash infusion from Mubadala Development Company, a United Arab Emirates (UAE) government-funded investment firm. Mubadala took an 8.1 percent stake in AMD valued at $622 million USD.

At the time, AMD Chairman and CEO Hector Ruiz was delighted in the investment stating, "This investment strengthens AMD’s ability to deliver customer-centric innovation and choice to the marketplace, creating greater value for all of our shareholders."

AMD will need all the help it can get to push forward its quad-core Phenom and Opteron processors. AMD has plans to ramp up 45nm chip production during the first half of 2008 while 32nm parts are scheduled to arrive in 2009.

Fonte: DailyTech

[skyruner]

Intel Q4 increases year-over-year weren't enough to impress investors

Intel was on a roll during latter half of 2007. During Q3 2007, Intel reported a 15 percent increase in revenue to $10.1 billion USD, a 64 percent increase in operating income to $2.2 billion USD and a 43 percent increase in net income to $1.9 billion USD.

Intel mirrored those gains again with some pretty competitive numbers during Q4 2007. Revenue, operating income and net income increased to $10.7 billion USD, $3 billion USD and $2.3 billion USD respectively. Intel's Q4 2007 earnings represented a 10.5 percent, 105 percent and 51 percent increase respectively over its Q4 2006 results.

"2007 was a breakthrough year for innovation at Intel. We realized the benefits of our investments in new products and our efforts to drive efficiencies," said Intel president and CEO Paul Otellini. "Our customers embraced the Intel Core microarchitecture, extending our competitive leadership and driving a significant gain in operating results. We enter 2008 with the best combination of products, silicon technology and manufacturing leadership in our history."

Despite Intel's gains from Q4 2007, investors still hammered the company for missing analysts' estimates for the company. Intel's revenues of $10.7 billion USD and earnings per share (EPS) of 38 cents were below analysts' estimates of $10.84 billion USD and 40 cents.

Investors also weren't encouraged by Intel's Q1 2008 forecast. Intel projects that revenue for the quarter will come in at between $9.4 billion USD and $10 billion USD with gross margins coming in at 56 percent plus or minus 2 points.

Intel's stock tumbled 12 percent following the Q4 earnings report.

Intel had its fair share of news in the past few weeks. The company recently launched 16 new processors, severed its ties with the OLPC project and came under fire from the European Union for antitrust allegations.

Fonte: DailyTech

[Fresh_fruit]

Como dizia o outro ... The end is near ...

[skyruner]

Como dizia o outro ... The end is near ...

Penso que também não é preciso exagerar!
Mas ou a AMD saca de uns CPU com um desempenho/capacidade de OC fora do normal, ou então está tramada, tendo em conta que o C2D e C2Q irão sofrer reduções no preço...

[Bad_Cop]

o fulgor de oc dos core 2 duo tambem começa a esvanecer.. dos 100% de oc que os primeiros faziam actualmente passa-se para 50% nas versoes E8xxx e já é preciso ser dos bons. os core 2 duo foram o que a intel precisava e nao bastou só os processadores. o conjunto chipset processador é que arrasou porque conseguiam aqueles fsb's loucos que revolucionaram tudo. um pouco o que os opteron fizeram, só que os opteron nao duraram tanto tempo. as segundas remessas pouco valiam e o pessoal comprava.

alguns e8400 nao fazem 3.6ghz, um processador 2.83 de fábrica. mesmo os e4xxx pouco oc fazem tirando os e4300 e e4400 (alguns)...

neste momento a intel vive do halo effect e do facto de já ter quadcores no mercado.

mas o grande problema da amd é combater em duas frentes, os cpu's e as gráficas e tambem nao pode descurar os chipset's. porque a nvidia nao é leal, é neutra e já percebeu à muito que o mercado está na plataforma intel. ainda assim admito que gostava de por as maos numa dfi 790 e num x2 black edition.

[Mamil0s]

Se a AMD fôr ao ar, voltamos aos anos 90...
A Intel mete processadores no mercado à toa e vende-os pelo preço que quer e muito bem entende...
Não estou interessado em monopólios.
A AMD tem que fazer alguma coisa...
Adoro estes novos Core Duo e estes Quads, são processadores excelentes, mas também sei os riscos de um empresa rival desaparecer...
Eu já tava nisto nos anos 90, e sei da "tirania" que a Intel é capaz, quando se vê sozinha e sem concorrência no mercado.

[Carlos_4]

O Bad_Cop tem razão naquilo q diz. Agora a Intel está em altas, dps a AMD invova e vende que é um desparate, dps é a Intel... o costume Mas a AMD está a atrasar-se msm muito e os resultados estão a vista, e quando isso acontece e tambem por serem uma empresa pequena (quando comparada a Intel) começam a surgir estes rumores. Mas isto n tarda nada muda