AMD meldet erstes Quartal 2022 Finanzielle Ergebnisse

Controller-Master


AMD (NASDAQ:AMD) gab heute den Umsatz für das erste Quartal bekannt 2022 of $5.9 Milliarden, Bruttomarge von 48%, Betriebserträge von $951 Millionen, operating margin of 16%, Nettoeinkommen von $786 Millionen und ein verwässerter Gewinn je Aktie von $0.56. Auf einem Non-GAAP(*) Basis, Bruttomarge war 53%, Das Betriebsergebnis betrug $1.8 Milliarden, Nettoeinkommen war $1.6 Milliarden und das verwässerte Ergebnis je Aktie betrug $1.13. First quarter 2022 results include partial quarter financial results from the recently completed acquisition of Xilinx which closed February 14, 2022.

Excluding Xilinx, AMD had record quarterly revenue of $5.3 Milliarden, Non-GAAP-Bruttomarge von 51% and non-GAAP operating margin of 30%. “The first quarter marked a significant inflection point in our journey to scale and transform AMD as we delivered record revenue and closed our strategic acquisition of Xilinx,” sagte AMD-Vorsitzender und CEO Dr. AMD gab heute eine endgültige Vereinbarung zur Übernahme von Pensando für ca. “Each of our businesses grew by a significant double digit percentage year-over-year, led by EPYC server processor revenue more than doubling for the third straight quarter. Demand remains strong for our leadership products, with our increased full-year guidance reflecting higher AMD organic growth and the addition of the growing Xilinx business.”

Q1 2022 Results

  • Umsatz von $5.9 Milliarden waren gestiegen 71% Jahr für Jahr und 22% quarter-over-quarter driven by higher revenue in the Computing and Graphics and Enterprise, Embedded and Semi-Custom segments and the inclusion of Xilinx revenue.
  • Die Bruttomarge betrug 48%, Eine Zunahme von 2 percentage points year-over-year and a decrease of 2 percentage points quarter-over-quarter. The year-over-year increase was primarily driven by higher server processor revenue and high margin Xilinx revenue, partially offset by amortization of intangible assets and acquisition-related costs. The quarter-over-quarter decrease was primarily due to amortization of intangible assets and acquisition-related costs.
  • Die Non-GAAP-Bruttomarge betrug 53%, Eine Zunahme von 7 percentage points year-over-year and 3 percentage points quarter-over-quarter. The year-over-year increase was primarily driven by higher server processor revenue and high margin Xilinx revenue. The quarter-over-quarter increase was primarily driven by high margin Xilinx revenue, higher server processor revenue and richer client product mix.
  • Das Betriebsergebnis betrug $951 Millionen im Vergleich zu $662 million a year ago and $1.2 billion in the prior quarter. The year-over-year increase was primarily driven by higher revenue and gross profit, partially offset by amortization of intangible assets and acquisition-related costs. The quarter-over-quarter decrease was primarily due to amortization of intangible assets and acquisition-related costs.
  • Record non-GAAP operating income was $1.8 billion compared to $762 million a year ago and $1.3 billion in the prior quarter. The year-over-year and quarter-over-quarter increases were primarily driven by higher gross profit.
  • Der Nettogewinn betrug $786 Millionen im Vergleich zu $555 million a year ago and $974 million in the prior quarter. The year-over-year increase was primarily driven by higher operating income. The quarter-over-quarter decrease was primarily due to lower operating income related to amortization of intangible assets and acquisition-related costs.
  • Record non-GAAP net income was $1.6 billion compared to $642 million a year ago and $1.1 billion in the prior quarter. The year-over-year and quarter-over-quarter increases were primarily driven by higher operating income.
  • Der verwässerte Gewinn je Aktie betrug $0.56 compared to $0.45 a year ago and $0.80 in the prior quarter. Record non-GAAP diluted earnings per share was $1.13 compared to $0.52 a year ago and $0.92 in the prior quarter.
  • Kasse, Zahlungsmitteläquivalente und kurzfristige Anlagen waren $6.5 Milliarden am Ende des Quartals. The company repurchased $1.9 billion of common stock during the quarter.
  • Record cash from operations was $995 Millionen im Quartal im Vergleich zu $898 million a year ago and $822 million in the prior quarter. Record free cash flow was $924 Millionen im Quartal im Vergleich zu $832 million a year ago and $736 million in the prior quarter.
  • AMD’s balance sheet reflects $49.6 billion of goodwill and acquisition-related intangible assets associated with the acquisition of Xilinx.

Quarterly Financial Segment Summary

  • Record Computing and Graphics segment revenue was $2.8 Milliarden, oben 33% Jahr für Jahr und 8% Viertel für Viertel. The year-over-year increase was driven by Ryzen and Radeon processor sales. The quarter-over-quarter increase was driven by Ryzen processor sales.
    • Client processor average selling price (ASP) increased year-over-year and quarter-over-quarter driven by a richer mix of Ryzen processor sales.
    • GPU ASP increased year-over-year driven by high end Radeon processor sales and decreased quarter-over-quarter due to a lower mix of data center GPU revenue.
    • Record operating income was $723 Millionen im Vergleich zu $485 million a year ago and $566 million in the prior quarter. Operating income improvements were primarily driven by higher revenue, teilweise ausgeglichen durch höhere Betriebskosten.
  • Record Enterprise, Embedded and Semi-Custom segment revenue was $2.5 Milliarden, oben 88% Jahr für Jahr und 13% quarter-over-quarter driven by higher EPYC processor revenue, semi-custom and embedded product sales.
    • Record operating income was $881 Millionen im Vergleich zu $277 million a year ago and $762 million in the prior quarter. Operating income improvements were primarily driven by higher revenue and an $83 million licensing gain.
  • Xilinx partial quarter revenue was $559 million with operating income of $233 Millionen. On a pro-forma basis for the full quarter, Xilinx generated over $1 billion of revenue, oben 22% Jahr für Jahr, driven by growth across all Xilinx major end market categories.
  • Alle anderen Betriebsverluste betrugen $886 million as compared to operating losses of $100 million a year ago and $121 million in the prior quarter. Higher operating loss was primarily due to amortization of intangible assets and acquisition-related costs.

Recent Company Highlights

  • AMD completed the largest acquisition in the history of the semiconductor industry by acquiring Xilinx to create the industry’s high-performance and adaptive computing leader with significantly expanded scale and the strongest portfolio of leadership computing, graphics and adaptive SoC products.
  • AMD announced a definitive agreement to acquire Pensando for approximately $1.9 AMD gab heute eine endgültige Vereinbarung zur Übernahme von Pensando für ca. Pensando’s distributed services platform will expand AMD’s data center product portfolio with a high-performance data center processing unit (DPU) and software stack that are already deployed at scale across cloud and enterprise customers including Goldman Sachs, Das Pensando-Team bringt Weltklasse-Expertise und eine nachgewiesene Erfolgsbilanz in Sachen Innovation auf den Chip, Das Pensando-Team bringt Weltklasse-Expertise und eine nachgewiesene Erfolgsbilanz in Sachen Innovation auf den Chip.
  • AMD announced the general availability of 3rd Gen AMD EPYC processors with AMD 3D V-Cache technology, delivering leadership performance in technical computing workloads, the industry’s largest L3 cache and modern security features.
  • Cloud customers continued to expand their AMD EPYC processor-powered offerings, bei 465 cloud instances now delivering powerful performance for today’s most important workloads.
    • Microsoft Azure upgraded its HBv3 virtual machines (VMs) to 3rd Gen AMD EPYC processors with AMD 3D V-Cache technology, driving the fastest adopted addition to the Azure high performance computing (HPC) platform ever.
    • AMD EPYC processors now power the new, rechenoptimiert, Google Cloud C2D VMs, bringing customers strong performance for HPC workloads in areas like electronic design automation and computational fluid dynamics.
    • AMD powers new Amazon EC2 Hpc6a instances for HPC workloads and Amazon EC2 6a instances for compute-intensive workloads, delivering better price performance than the prior generation.
  • AMD expanded its lineup of high-performance AMD Ryzen desktop processors for gamers and creators.
    • AMD hat den Ryzen angekündigt 7 5800X3D-Prozessor, the first Ryzen processor to feature AMD 3D V-Cache technology and the industry’s first x86 PC processor with 3D stacked chiplets. Der Ryzen 7 5800X3D processor delivers leadership gaming performance in select titles compared to the competitive processor without stacked cache technology.
    • Lenovo expanded its line of ThinkStation P620 workstations with the new Ryzen Threadripper PRO 5000 WX-Series processors, which bring dominant, full-spectrum performance leadership for the most demanding professional workloads.
    • AMD also expanded the Ryzen desktop processor portfolio with six new “Zen 3” und “Entwickler Retro Studios sucht neue Teammitglieder” Prozessoren, giving PC enthusiasts even more options to create a customized gaming experience.
  • AMD expanded the Versal product lineup with first customer shipments of the flagship Versal HBM adaptive SoC with integrated HBM2e memory and Versal Premium product series with AI Engines optimized for signal processing-intensive applications like next-generation radar and wireless system and device testing.
  • AMD announced that its board of directors approved a new $8 billion share repurchase program. This program is in addition to the $4 billion share repurchase program announced last year.
  • AMD entered into a $3 billion sustainability-linked credit facility to replace its existing $500 million revolving credit facility and reinforces commitment to the company’s environmental, social and governance (ESG) Tore.
  • AMD announced that its board of directors elected President and CEO Dr. Lisa Su as the chair of the board and John E. Caldwell as lead independent director. Former Xilinx board members Jon Olson and Elizabeth Vanderslice also joined the AMD board in conjunction with the acquisition of Xilinx.

Aktueller Ausblick
Die Prognoseaussagen von AMD basieren auf aktuellen Erwartungen. Die folgenden Aussagen sind zukunftsgerichtet und die tatsächlichen Ergebnisse können je nach Marktbedingungen und den unten aufgeführten Faktoren erheblich abweichen “Warnhinweis” below.
Für das zweite Quartal 2022, AMD rechnet mit einem Umsatz von ca $6.5 Milliarden, Plus oder minus $200 Millionen, eine Steigerung von ca 69% year-over-year and approximately 10% Viertel für Viertel. The year-over-year increase is expected to be driven by the addition of Xilinx and higher server, semi-custom and client revenue. The quarter-over-quarter increase is expected to be primarily driven by Xilinx and higher server revenue. AMD geht davon aus, dass die Non-GAAP-Bruttomarge ungefähr bei etwa liegt 54% in the second quarter of 2022.

ASML Holding NV 2022, AMD now expects revenue to be approximately $26.3 Milliarden, eine Steigerung von ca 60% zu Ende 2021, up from prior guidance of approximately 31%, driven by the addition of Xilinx and higher server and semi-custom revenue. AMD geht davon aus, dass die Non-GAAP-Bruttomarge ungefähr bei etwa liegt 54% für 2022, up from prior guidance of approximately 51%.