This is a company that many had given up for dead just 18 months ago. While the Q4 outlook may not have been stellar, the results were. Congrats to the AMD team that appears to have found a successful strategy. If AMD finds success in ARM servers, this could be a very interesting turnaround story.
Wow - AMD? This company is very resillient. I hope this strategy can be sustainable. Their problems have been consistency but let me allow them to drink some wine in this Q. ARM is unlocking many companies and making them better.
I suppose AMD have been better than Intel at estimating the processor market in the past year. AMD also suffered a significant decline in PC and notebook related sales, but they were able to make gains in the games market. I guess they are in the green because they don't have a huge stockpile of PC chip inventory to write down.
I wonder how exactly they were able to anticipate that. No one I know of really saw this coming. I'm not sure they saw it coming themselves--it may have just been a stroke of luck or perhaps they just did so well with gaming that it erased what otherwise would have felt like a pretty significant PC decline. Still, they are not Intel. They don't have as much riding on the traditional PC market and therefore aren't getting bitten quite as badly.
The luck: they weren't competing so well with Intel in the processor IC market, so they put more emphasis elsewhere, and that market ended up declining.
The smarts: they emphasized their graphics strengths and so competed hard in the gaming market, and won for both XBox One and PS4.
Considering that the initial hump of new-box, pre-Christmas sales of these boxes is now over, they won't be able to maintain these initial sales numbers.
But maybe this will help them prepare for going forward. As companies realize Microsoft won't be supporting XP anymore, I suspect many companies will be buying new PCs this year to replace their older boxes, which may help Intel and AMD.
It remains to be seen whether AMD can keep up the good results as time passes and we're no longer in the early, booming phase of new video game consoles--and as Intel crecovers and seeks to make a move after registering some tough losses in its traditional PC market.
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