AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?

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Are data center owners 'digesting' or just not buying Intel chips? $AMD is scheduled to report its first-quarter earnings on Tuesday after the close of markets.

Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a “digestion” phase, as Intel Corp. reported.

Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly quadruple the $348 million the company reported in the year-ago period. The low year-ago revenue were attributed to weak console sales with new generation consoles on the horizon, but AMD does not break out data-center sales from gaming sales.

What to expect Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.

What analysts are saying Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter. Moore expects fab priority to keep going to high margin products like servers and “enthusiast desktop microprocessors” and “lowest-margin customers that are strategic and sole sourced” like Microsoft Corp.’s MSFT, +0.24% and Sony Group Corp.’s 6758, -2.14% gaming consoles.

 

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It's going to be good

Used to build with intel before AMD Ryzen. Now I only will build with Ryzen

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