AMD reports Q3 revenue up 18% YoY to $6.82B, vs. $6.71B est., Data Center revenue up 122% YoY to $3.5B, and forecasts Q4 revenue below est.; AMD drops 5%+
that's the bulk of its business, after all. Still, Lisa Su calls AMD's PC portfolio the strongest it's ever had in its history. Patrick Moorhead / @patrickmoorhead : $AMD comes in with a Q2 beat-meet ...
Dell reports Q4 revenue down 11% YoY to $22.3B, vs. $22.2B est., Client revenue down 12% to $11.7B, and Infrastructure revenue down 6% to $9.3B; DELL jumps 15%+
and lifting Nvidia, AMD shares O'Ryan Johnson / CRN : Dell COO Jeff Clarke Says 2024 'Didn't Go As Planned' But Expects AI-Fueled Rebound Thurrott : Dell Records Double-Digit Revenue Declines in Lates...
Amazon Q4: revenue up 9% YoY to $149.2B, net income down 98% YoY to $278M, AWS revenue up 20% YoY to $21.4B, and employees down 4% to 1.54M; stock is down 5%+
Up 28% from 2021 Paul Thurrott / Thurrott : Amazon Revenues Up 9 Percent to $149.2 Billion in Q4 Alex Weprin / The Hollywood Reporter : Amazon reports content spending up 28% YoY to $16.6B in 2022, of...
As the Nasdaq closes its worst year since 2008, IBM was a bright spot for tech companies with a $50B+ market cap, rising 6% in 2022, as investors sought safety
but one server maker soared almost 90%, beating all its peers Tweets: Tuvia Elbaum / @tuviae : Lol. “No one ever got fired for buying IBM”. Too literal 😂 https://twitter.com/... Barry Schwartz / @rust...
IBM beats in Q1 with revenue of $14.2B, up 7.7% YoY, vs. $13.85B est., including $5.77B from software, up 12% YoY, and $4.83B from consulting, up 13% YoY
Double-Digit Software and Consulting Growth Led by Hybrid Cloud Adoption; Strong Profit Generation Tweets: Patrick Moorhead / @patrickmoorhead : And.. $IBM with small beats on the top and bottom and.....
IBM reports Q4 revenue of $16.7B, up 6% YoY, and net income up 72% YoY to $2.3B, after spinning off of its managed infrastructure services unit Kyndryl
covid, markets, crypto, ukraine, china, even NFL playoffs this wknd gave me a heart attack every 5m. damn kids get off my #@%! lawn. 👴🏼😠🙈 https://twitter.com/... Patrick Moorhead / @patrickmoorhead : ...
Amazon Q1: $75.5B revenue, up 26% YoY, net income of $2.5B, down from $3.6B in Q1 2019, AWS revenue of $10.2B, up from $7.7B YoY
an estimated $4 billion — on responding to the coronavirus pandemic...Some of the $4 billion will also fund higher wages for workers, personal protective equipment.” https://www.cnbc.com/... Jon Erlic...
Amazon Q1: $75.5B revenue, up 26% YoY, net income of $2.5B, down from $3.6B in Q1 2019, AWS revenue of $10.2B, up from $7.7B YoY; stock down 7%+
an estimated $4 billion — on responding to the coronavirus pandemic...Some of the $4 billion will also fund higher wages for workers, personal protective equipment.” https://www.cnbc.com/... Patrick M...
AMD reports Q2 revenue of $1.53B, down 13% YoY, net income of $35M, and third-quarter guidance below Wall Street expectations; stock down 4%+ after hours
Revenue was $1.53 billion, down 13 percent year … Timothy Green / Motley Fool : AMD Cuts Its Full-Year Guidance Arjun Panchadar / Reuters : AMD revenue forecast falls short as gaming console chip dema...
Samsung's plans to increase semiconductor production capex to $26B, or ~2.5X in 2018, raises competitor fears Samsung may monopolize DRAM and NAND flash markets
Robin Harris / ZDNet : Tweets: @patrickmoorhead Tweets: Patrick Moorhead / @patrickmoorhead : At this investment level, Samsung Semi wants to be a dominant #1, not just #1. Reminds me of Intel's cape...