AMD Announces Preliminary Third Quarter Results

btarunr · Sep 29, 2011

AMD (NYSE: AMD) today announced that revenue for the third quarter ending Oct. 1, 2011 is expected to increase four to six percent as compared to the second quarter of 2011. The company previously forecasted third quarter 2011 revenue to increase 10 percent, plus or minus two percent, from the second quarter of 2011.

In addition, AMD expects third quarter gross margin to be approximately 44 to 45 percent. The company previously forecasted third quarter 2011 gross margin to be approximately 47 percent.

The less-than-forecasted preliminary third quarter 2011 revenue results are primarily due to 32 nanometer (nm) yield, ramp and manufacturing issues at GLOBALFOUNDRIES in its Dresden, Germany factory that limited supply of "Llano". Additionally, 45nm supply was less than expected due to complexities related to the use of common tools across both technology nodes. AMD continues to work closely with its key partner GLOBALFOUNDRIES to improve 32nm yield performance in order to satisfy strong demand for AMD products.

The less-than-forecasted preliminary third quarter 2011 gross margin results are primarily due to less-than-expected supply of "Llano" and associated products with higher average selling price (ASP). Additionally, shipments of AMD's next-generation server processor, codenamed "Interlagos", occurred later in the third quarter than originally anticipated.
AMD will report third quarter 2011 results after market close on Thursday, Oct. 27, 2011. AMD will hold a conference call for the financial community at 2:00 p.m. PT (5:00 p.m. ET) that day to discuss third quarter financial results and to provide information regarding expected fourth quarter results. AMD will provide a real-time audio broadcast of the teleconference on the Investor Relations page at http://www.amd.com. The webcast will be available for 10 days after the conference call.

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Lionheart · Sep 29, 2011

Screw profits, I want silicon AMD with a bulldozer imprinted on it ^_^

NC37 · Sep 29, 2011

So Llano was in limited supply? Sure seemed like it's been doing well. Although I know they didn't have the entire line at launch.

TheLaughingMan · Sep 29, 2011

NC37 said:
So Llano was in limited supply? Sure seemed like it's been doing well. Although I know they didn't have the entire line at launch.

Well it is a good sign that they didn't sell more because they simple didn't have the chips available at the time. Those deals will still go through and show up on the fourth quarter.

They simply were doing too much at once. Llano should have been pushed up a little more. I don't know about Interlagos, its market, etc. so I can't comment on that.

xenocide · Sep 29, 2011

I like that they used percentages rather than any actual numbers, because we wouldn't want any measurable metric >.>

Steevo · Sep 29, 2011

xenocide said:
I like that they used percentages rather than any actual numbers, because we wouldn't want any measurable metric >.>

Yeah, cause determining real numbers off existing numbers and percents is impossible. :rolleyes:

xenocide · Sep 29, 2011

Steevo said:
Yeah, cause determining real numbers off existing numbers and percents is impossible.

I have no energy for that!

[H]@RD5TUFF · Sep 29, 2011

It's good that they expect higher earnings, I hope it turns out true my portfolio could use some growth after the last 2 years.

HumanSmoke · Sep 29, 2011

TheLaughingMan said:
Well it is a good sign that they didn't sell more because they simple didn't have the chips available at the time. Those deals will still go through and show up on the fourth quarter.

Not so sure about that myself.
The big sales are to OEM's. How many delays, missed delivery dates/SKU's are the big laptop vendors going to let slide while the rest of their componentry sits around not producing revenue?
Given AMD's slipping schedules, over-enthusiastic forecasts, and GloFo's crappy yields, I'd think that OEM's especially will be hedging their bets on future orders and/or build in some stiff penalties for non-fulfillment of orders.

TheLaughingMan said:
They simply were doing too much at once.

I'm not sure that that sentiment is totally reassuring to the larger vendors, since individual consumers with demonstrably lesser financial investment are less than happy about AMD's CPU/APU availability

TheLaughingMan · Sep 29, 2011

HumanSmoke said:
Not so sure about that myself.
The big sales are to OEM's. How many delays, missed delivery dates/SKU's are the big laptop vendors going to let slide while the rest of their componentry sits around not producing revenue?
Given AMD's slipping schedules, over-enthusiastic forecasts, and GloFo's crappy yields, I'd think that OEM's especially will be hedging their bets on future orders and/or build in some stiff penalties for non-fulfillment of orders.

I'm not sure that that sentiment is totally reassuring to the larger vendors, since individual consumers with demonstrably lesser financial investment are less than happy about AMD's CPU/APU availability

OEM's were not the ones that got shorted chips, we did. Places like Newegg.com and locations we would buy individual chips. Notice we only got two chips, but laptop makers got around 5 different models around the same time.

HumanSmoke · Sep 30, 2011

From my perspective I have found that most of the top SKU's are about as prevalent as rocking-horse sh*t.
Don't see a hell of a lot of A8-3530MX lappies for sale at the moment (HP DV6-6124ca, DV6z-QE for example) - and if HP, Lenovo, Toshiba, Acer, Asus et al aren't getting them, then which OEM is?
There seems to be some availability for A8-3510, 3500...but I still wouldn't say it was by any means wide ranging.

TheLaughingMan · Sep 30, 2011

HumanSmoke said:
From my perspective I have found that most of the top SKU's are about as prevalent as rocking-horse sh*t.
Don't see a hell of a lot of A8-3530MX lappies for sale at the moment (HP DV6-6124ca, DV6z-QE for example) - and if HP, Lenovo, Toshiba, Acer, Asus et al aren't getting them, then which OEM is?
There seems to be some availability for A8-3510, 3500...but I still wouldn't say it was by any means wide ranging.

Well I am glad you know there are only like 2 A8-3500 processors for laptops out. You may want to include the A6 and A4 chips which include the A6-3400M, A4-3300M, A4-3310MX, and A6-3410MX. These were all released around the same time the A8-3850 and A6-3650 desktop chips were released iirc.

twilyth · Sep 30, 2011

This is the only phrase I care about - "in order to satisfy strong demand for AMD products"

I have options on AMD that expire in Jan. that look to be a complete loss at the moment. But if they can pull it together for Xmas, they might rock their 4th quarter. Would be interested in how well they are progressing with the 32nm issues.

de.das.dude · Sep 30, 2011

amd is literally screaming "FU Global Foundries!!!" (plz imagine a rage comic as well)

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AMD Announces Preliminary Third Quarter Results

btarunr

Editor & Senior Moderator

Lionheart

NC37

TheLaughingMan

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xenocide

[H]@RD5TUFF

HumanSmoke

TheLaughingMan

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de.das.dude

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