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Advanced Micro Devices (AMD)

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Advanced Micro Devices (NYSE:AMD)


Business Summary:

AMD is a global supplier of integrated circuits for the personal and networked computer and communications markets with manufacturing facilities in the United States, Europe and Asia. AMD, a Fortune 500 and Standard & Poor's 500 company, produces microprocessors, chipsets and graphics devices. Founded in 1969 and based in Sunnyvale, California, AMD had revenues of $5.3 billion in 2013. In October 2006 AMD bought the graphics company ATI.

Institutional Ownership


Institutional Holdings 62.04%
Total Number of Holders 550
Total Shares Held 598,561,760
Total Value of Holdings 7,075,000,003
Net Activity 19,034,739
1.   VANGUARD GROUP INC 102,027,325
2.   BLACKROCK INC. 60,392,728
3.   FMR LLC 36,104,766
4.   STATE STREET CORP 32,121,298
5.   OPPENHEIMERFUNDS, INC. 22,076,133
  Holders Shares
Increased Positions 278 103,090,154
Decreased Positions 224 84,055,415
Held Positions 48 411,416,191
Total Institutional Shares 550 598,561,760
  Holders Shares
New Positions 102 19,863,745
Sold Out Positions 94 17,793,089
Quarterly Financial Segment Summary
Computing and Graphics segment revenue was $958 million, up 60 percent year-over-year and 17 percent sequentially. The year-over-year and sequential increases were primarily driven by strong sales of Radeon graphics and Ryzen desktop processors.
Operating income was $85 million, compared to an operating loss of $21 million in Q4 2016 and operating income of $70 million in Q3 2017. The year-over-year and sequential improvements were primarily driven by higher revenue.
Client average selling price (ASP) was up year-over-year driven by higher Ryzen desktop processors ASP. Client ASP was flat sequentially.
GPU ASP increased year-over-year and sequentially due to higher desktop and professional graphics ASP.
Enterprise, Embedded and Semi-Custom segment revenue was $522 million, up 3 percent year-over-year driven by server revenue. Sequentially, revenue decreased 37 percent driven by seasonally lower semi-custom SoC revenue.
Operating income was $19 million compared to $47 million in Q4 2016 and $84 million in Q3 2017. The year-over-year decrease was primarily due to the absence of a $31 million licensing gain in Q4 2016 and an increase in R&D expenses, partially offset by the benefit from a richer product mix. The sequential decrease was primarily due to seasonally lower semi-custom SoC revenue.
All Other operating loss was $22 million compared with operating losses of $29 million in Q4 2016 and $28 million in Q3 2017. The year-over-year and sequential improvement was primarily related to lower stock-based compensation charges in Q4 2017.
Recent Corporate Highlights
AMD expanded its presence in the datacenter with new AMD EPYC™ processor-powered solutions and deployments:
Microsoft Azure became the first global cloud provider to deploy AMD EPYC processors in its datacenters for its latest L-Series of Virtual Machines.
Baidu deployed AMD EPYC single-socket platforms to power its AI, big data, and cloud computing datacenters.
New high-performance platforms powered by AMD EPYC CPUs are now available from ecosystem partners including ASUS, GIGABYTE Technology, and Supermicro.
The AMD EPYC processor-powered HPE ProLiant DL385 Gen10 server started shipping in volume in December 2017, which launched with record-setting SPEC CPU® performance and features leadership cost per virtual machine configurations.
EPYC CPUs were recognized as the Linley Group Analysts’ Choice Awards “Best Server Processor” and in the “Top 5 Products or Technologies to Watch” category of both the HPCWire Readers’ Choice and Editors’ Choice Awards.

AMD continued its commitment to bring innovation and competition to every segment of the PC market with the launch of its Ryzen Mobile Processors with Radeon Vega graphics, including the AMD Ryzen™ 7 2700U processor - the world’s fastest processor for ultrathin notebooks.
Combining the power of the “Zen” CPU and “Vega” GPU architectures, Ryzen mobile processors deliver up to 3x the CPU performance, up to 2.3x the GPU performance, and up to 58 percent less power consumption compared to the previous generation AMD notebook processors.
Ryzen mobile-based notebooks are currently available from Acer, HP, and Lenovo, with more systems expected from Dell and other OEMs in Q1 2018.
AMD and Qualcomm announced a collaboration to bring smooth and fast PC connectivity based on Qualcomm® Snapdragon™ LTE modem solutions to high-performance AMD Ryzen mobile processors designed for consumer and enterprise notebooks.
At CES 2018, AMD announced details for upcoming computing and graphics products including its first 7nm product, a Radeon “Vega” GPU specifically built for machine learning applications, as well as next-generation Ryzen CPUs and desktop Ryzen APUs.
Momentum around AMD’s next-generation “Vega” graphics portfolio continues to build:
Apple launched its most powerful Mac ever, the iMac Pro featuring AMD Radeon Pro Vega graphics.
AMD designed a semi-custom GPU that will be integrated into the 8th Gen Intel® Core™ processor with Radeon RX Vega M Graphics.
AMD announced the expansion of the “Vega” family with the Radeon Vega Mobile GPU for ultrathin notebooks.
AMD released a major update to its advanced GPU software suite for Radeon graphics, the Radeon Software Adrenalin Edition.
AMD announced the appointment of Mark Durcan to its board of directors.
AMD expanded its leadership team with the appointment of graphics industry leaders Mike Rayfield as senior vice president and general manager of AMD Radeon Technologies Group (RTG) and David Wang as senior vice president of engineering for RTG. Rayfield will be responsible for all aspects of strategy and business management for AMD’s consumer graphics, professional graphics, and semi-custom products. Wang will be responsible for all aspects of graphics engineering, including the technical strategy, architecture, hardware, and software for AMD graphics products and technologies.
Current Outlook
AMD’s outlook statements are based on current expectations. The following statements are forward-looking, and actual results could differ materially depending on market conditions and the factors set forth under “Cautionary Statement” below.
For Q1 2018, AMD expects revenue to be approximately $1.55 billion, plus or minus $50 million, an increase of 32 percent year-over-year, primarily driven by the strength of the ramp of new Ryzen, GPU and EPYC products.
Guidance for Q1 2018 and the year-over-year comparison are under the new revenue recognition accounting standard (ASC 606). AMD is adopting the new revenue recognition standard by applying the “full retrospective”

Due Diligence and Research Links

AMD Yahoo -
AMD Google -

SEC Filings
AMD Pre-Market
AMD After-Hours
Insider Trading and Stock Options -

AmdZone -
AnandTech -
Barron's Online -
Beyond3D -
Bright Side of News -
Comp Arch -
DigiTimes -
EETimes -
ExtremeTech -
FabTech -
Fudzilla -
Guru3D -
HPCwire -
Inquirer -
INTC board -
IT Jungle -
iXBT Labs -
Real World Technologies -
Register -
Seeking Alpha -
Semi Accurate -
Semiconductor Manufacturing and Design -
SI AMD board -
SI INTC board -    
Tom's Hardware -
Tech Report -
VR-Zone -
X-bit Labs -

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AMD DUE DILIGENCE / recent news/filings

## source:

Fri, 18 Jul 2014 20:04:20 GMT ~ Is It Panic Time for Advanced Micro Devices?

[at Wall St. Cheat Sheet] - The company has a lot of debt. In fact total debt at the end of the quarter was $2.21 billion, an increase from $2.14 billion at the end of the first quarter.

read full:

Fri, 18 Jul 2014 19:50:00 GMT ~ Why Advanced Micro Devices Sell-Off Is a Great Buying Opportunity

[at TheStreet] - Investors willing to ignore the 24% year-over-year jump in revenue and the company's 2-cent profit don't understand what the company is working to achieve.

read full:

Fri, 18 Jul 2014 19:36:19 GMT ~ Advanced Micro Devices Shares Continues To Tumble

read full:

Fri, 18 Jul 2014 18:50:00 GMT ~ [$$] Intel Taking Down AMD in the Low End

[at] - Pacific Crest Securities PC basket buyers beware! Buy fundamentals (Intel) and sell hope (Advanced Micro Devices). Intel's (INTC) Atom Bay Trail is taking notebook share from AMD (AMD) at PC original equipment manufacturers (OEM). Based on design-win visibility at PC OEM customers, recent conversations with notebook ODMs indicate that AMD is ceding material share to Intel's Atom Bay Trail platform in the sub-$399 computing market. We note that Intel's new competitive strategy will refocus the company on the low-end x86 computing segment, a market in which the company has not participated in since its netbook push ended in 2010.

read full:

Fri, 18 Jul 2014 18:02:09 GMT ~ What's Wrong With Intel Corporation Today?

[at Motley Fool] - Intel is giving back some of its Wednesday gains today. What's going on?

read full:


$AMD charts

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$AMD company information

## source:

Ticker: $AMD
OTC Market Place: Not Available
CIK code: 0000002488
Company name: Advanced Micro Devices, Inc.
Incorporated In: DE, USA


$AMD share structure

## source:

Market Value: $3,482,531,405 a/o Jul 17, 2014
Shares Outstanding: 762,041,883 a/o Apr 28, 2014
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.01
$AMD extra dd links

Company name: Advanced Micro Devices, Inc.
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PlusOneCoin Top Posts
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#91300  Sticky Note $AMD recent news/filings mick 01/18/16 02:27:19 PM
#93690   $AMD Thinking about buying stock in Advanced Micro MazelTov 03/23/18 03:42:55 PM
#93689   The only company I've heard mentioned besides APPL lvlayhelvl 03/22/18 02:09:45 AM
#93688   Intel CANNOT be the acquirer of AMD - Cuppy 03/19/18 12:27:31 PM
#93687   $AMD Thinking about buying stock in Advanced Micro MazelTov 03/14/18 11:50:50 AM
#93686   Assassination Attempt on AMD by Viceroy Research & TimeFlex 03/14/18 11:14:59 AM
#93685   Or perhaps JPM will call their bluff and CCCP28 03/13/18 05:48:27 PM
#93684   good call yesterday. i got plenty ready to malkovich72 03/13/18 05:15:01 PM
#93683   Viceroy Research is shorting this..I think we will Cooky 03/13/18 04:09:50 PM
#93682   Here on the buyout rumors looking to get lvlayhelvl 03/13/18 12:01:08 PM
#93681   Possible drop to 11.38 tomorrow. Cooky 03/12/18 10:04:59 PM
#93680   AMD has a huge upside and a terrible Cooky 03/12/18 08:57:22 PM
#93679   What wil be th call options for this Zalviny 03/12/18 04:20:34 PM
#93678   I don't see why it would not two running bull 03/10/18 04:56:20 PM
#93677   Not really an answer to the question I raised... Cuppy 03/10/18 11:24:14 AM
#93676   Side note. if this pops the 50 it Cooky 03/09/18 09:36:41 PM
#93675   This trades worse than a penny stock, Hold Cooky 03/09/18 09:26:43 PM
#93674   Yesterday 12 Calls 3/16/18 were trading range bound CCCP28 03/09/18 07:33:18 PM
#93673   My first choice would be Intel. AMD and Cuppy 03/09/18 05:27:42 PM
#93672   What’s the options pinning here CCCP28 03/09/18 05:06:56 PM
#93671   Softbank Cooky 03/09/18 09:28:10 AM
#93670   interesting little read. Cooky 03/09/18 09:13:48 AM
#93669   I didn't even cover yet. I am AntiMarketMaker 03/08/18 07:09:47 PM
#93668   Huawei or Samsung crude-dude 03/08/18 06:51:55 PM
#93667   They couldn’t smell NVDA farts together or apart dannyzee84 03/08/18 05:42:34 PM
#93666   Gave back a little of yesterday's big gains. redwing992006 03/08/18 04:15:15 PM
#93665   73 million in volume seems pretty good for redwing992006 03/08/18 04:14:25 PM
#93664   Wow, The covering going on is crazy. Cooky 03/08/18 03:18:29 PM
#93663   My first choice would be Intel. AMD and running bull 03/08/18 02:42:33 PM
#93662   Who would be an appropriate suitor for AMD, Cuppy 03/08/18 02:28:55 PM
#93661   I made some nice coin on AMD last running bull 03/08/18 02:24:18 PM
#93660   Yeah I’ve owned NVDA for a long while... dannyzee84 03/08/18 12:48:25 PM
#93659   well I also own that stock and think redwing992006 03/08/18 12:46:50 PM
#93658   If you compare them to NVDA, you’ll see dannyzee84 03/08/18 11:52:12 AM
#93657   Wow, that is really helpful. Thanks for your redwing992006 03/08/18 11:51:06 AM
#93656   Shake Shake Shake...Back to reality Cooky 03/08/18 11:10:06 AM
#93655   AMD GPUs aren’t that good. This is a dannyzee84 03/08/18 11:01:06 AM
#93654   Tricksters. AntiMarketMaker 03/08/18 10:38:45 AM
#93653   Little more info Cooky 03/08/18 09:12:11 AM
#93652   NO JLS 03/07/18 09:14:39 PM
#93651   AMD is NOT in the service industry. JLS 03/07/18 08:50:54 PM
#93650   CFO just sold 140k shares, You think he Cooky 03/07/18 08:48:15 PM
#93649   Would prefer a link. JLS 03/07/18 08:45:16 PM
#93648   I Dig Cramer, Always pumps his tops. Cooky 03/07/18 08:31:25 PM
#93647   Warren Buffet just said he's looking for A Cooky 03/07/18 08:18:42 PM
#93646   Btw they factor the price in but not AntiMarketMaker 03/07/18 07:57:02 PM
#93645   I flip on every pump while you are waiting. AntiMarketMaker 03/07/18 07:54:55 PM
#93644   Go read the after market PR AntiMarketMaker 03/07/18 07:54:21 PM
#93643   Already factored in. And if price goes down redwing992006 03/07/18 07:31:37 PM
#93642   uhhhh ... JLS 03/07/18 07:21:06 PM
#93641   Nope. Will cover after the 5th hype AntiMarketMaker 03/07/18 06:17:36 PM