AMD Reports Fiscal Fourth Quarter and Full Year 2024 Financial Results

[Visible Noise]

Yes you have shilled quite succesfully. Congratulations. You're 5080 is waiting for your $1200.

F.Y.I. You also have proven how short sighted and naive you are. Carry on.

Why would I buy a 5080??

 

[mkppo]

AMD has less gaming sales in a year (including consoles) than Nvidia has in a quarter.

AMD Instinct sales were twice that of gaming.

That all proves AMD doesn’t care about gamers anymore.

Did I do it right?

Not really, no.

I'm starting to think if you're somehow related to, or are, the owner of userbenchmark? Genuinely great website btw. Just curious.

 

[Bwaze]

Well, PC gaming is becoming less and less a viable industry.

AMD has had a string of lower and lower revenues in Gaming.

Nvidia, on the other hand, shows growth, although small - even though sales figures where we could check them - Mindfactory figures - have been occasionally trailing AMD! But Nvidia is smart, it doesn't even have a Gaming sector any more - it's "Gaming and AI PC", so it's not that illegal for them to be shifting revenue from server AI to prop up Gaming, to avoid criticism AMD is having for having it's earning just in a single sector.

The whole PC gaming sector is struggling, and I don't think all the flop game releases from big studios are just anti-woke campaigns, there is less and less money being spent. And the new gaming card generation will not reverse the trend, it's a shitshow from Nvidia, and nobody is expecting much from AMD.

This is an old graph, from September 2024 with older data, but the trend is obvious.

 

[Neo_Morpheus]

I have no doubt that Nvidia enjoys significantly higher margins, as even subpar products like the 4060 Ti manage to retain their price across most markets. It's all about brainwashing > performance.

Dont forget to thank the current crop of "reviewers" which I think have a more proper name, influencers.

In the end, they are making money, unlike before were they weren't and hurt every single division due to the lack of funds.

So in the longer run, it will benefits us the gamers and the few smart consumers that can see beyond the Ngreedia bullshit.

 

[mb194dc]

Net income down nearly 40% from last year, ouch. Top line looks OK though.

 

[Tek-Check]

Ouch.

Is that your entire 'analysis'?

Don’t worry, someone will be along shortly to tell you this isn’t a bad thing.
And they will ignore the 53% margin because their friend AMD isn’t greedy.

Indeed, it's a visible noise.

Well, nvidia's were low 60-62% range, now ~74%, and people wont shut their yaps about "muh nGREEDia muh $500 5090s" so what's good for the goose is good for the gander. Perhaps surprising to some, nobody will call out Ol Greedy AMD. Hmmmm....

You do realize that companies in capitalistic economy try to do what their shareholders demand from them, right?
45-55% are quite healthy margins.
Have you heard of fiduciary duty to shareholders?

Short term, affter hours has a pretty significant hit ~10% drop....

Wall Street is often capricious... like a small child wanting immediate gratification.

 

[Visible Noise]

Hahaha, gaming is doing so badly they are going to bury its numbers. It’s not even a large enough part of their business to report on separately anymore.

We plan to combine the client and the gaming segment into one single reportable segment

- Jean Hu

Maybe someone will come along and rescue this turd from AMD’s mismanagement. Hopefully.

 

[Bwaze]

"We plan to combine the client and the gaming segment into one single reportable segment."
- Jean Hu

This, and Nvidia's merging of "Gaming and AI PC" marks an end if an era, I think - up until now we could judge how the Gaming sectors of companies were doing, asses how successful product launches were etc... All this is gone now, buried under unrelated stuff, and companies will be able to spin their stories for PR and shareholders as they see fit. Not that they had to be truthful until now, breaking the laws regarding that is comically cheap for them.

 

[Nhonho]

In the home gaming segment, AMD just need to do the obvious: people want extreme powerful GPUs to play games at 4K or 1440p resolutions. That's exactly what Nvidia did with the RTX 5090, which is basically the 4090 with more components.

Regarding upscaling and frame generation technologies, AMD MUST team up with Intel and merge FSR and XeSS technologies into a single technology (with the name RXeSS for example) that must be exactly the same for both companies' GPUs. This way, there would be a huge number of games compatible with this combined technology from both companies. Only with this union will AMD and Intel be able to gain GPU market share from Nvidia.

In the embedded segment, I think it would be very good for AMD if it started developing ARM SoCs, which have a huge market, from the automotive market to the smartphone and smart TV market, before it completely loses the ARM market to other companies.

 

[Bwaze]

In the home gaming segment, AMD just has to do the obvious: people want extreme powerful GPUs to play games at 4K or 1440p resolutions. That's exactly what Nvidia did with the RTX 5090, which is basically the 4090 with more components.

Nah, these high end GPUs sell in symbolic numbers, you can easily check how common they are on Valve hardware survey:

NVIDIA GeForce RTX 4090 - 0.96%

 

[Bomby569]

my take is that AMD is still making lots of money despite increasingly bad decisions on the gpu market (i suppose that's the gaming segment), could be worst.

AMD makes about as much money selling cpus to customers (client segment) as nvidia selling gaming gpus (gaming segment). That's a good result.



if i mixed anything in the segments please correct me.

 

[Daven]

All three companies (Intel, AMD and Nvidia) are consolidating earnings report segments into three categories: Data center, client and other. There is not much more to read into it yet many here think the universe is exploding.

Data center: Nvidia is killing it with an order of magnitude more, AMD and Intel are tied.
Client: Intel has double Nvidia and triple AMD.
Other: All three tied.