AMD meldet viertes Quartal und Gesamtjahr 2021 Finanzielle Ergebnisse

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AMD (NASDAQ:AMD) today announced revenue for the fourth quarter of 2021 of $4.8 Milliarden, Betriebserträge von $1.2 Milliarden, Nettoeinkommen von $974 Millionen und ein verwässerter Gewinn je Aktie von $0.80. Auf Non-GAAP-Basis, Das Betriebsergebnis betrug $1.3 Milliarden, Nettoeinkommen war $1.1 Milliarden und das verwässerte Ergebnis je Aktie betrug $0.92. For full year 2021, the company reported revenue of $16.4 Milliarden, Betriebserträge von $3.6 Milliarden, Nettoeinkommen von $3.2 billion and diluted earnings per share of $2.57. Auf Non-GAAP-Basis, Das Betriebsergebnis betrug $4.1 Milliarden, Nettoeinkommen war $3.4 Milliarden und das verwässerte Ergebnis je Aktie betrug $2.79.

“2021 was an outstanding year for AMD with record annual revenue and profitability,” said AMD President and CEO Dr. AMD gab heute eine endgültige Vereinbarung zur Übernahme von Pensando für ca. “Each of our businesses performed extremely well, with data center revenue doubling year-over-year driven by growing adoption of AMD EPYC processors across cloud and enterprise customers. We expect another year of significant growth in 2022 as we ramp our current portfolio and launch our next generation of PC, gaming and data center products.”

Q4 2021 Results

  • Umsatz von $4.8 Milliarden waren gestiegen 49 percent year-over-year and 12 percent quarter-over-quarter driven by higher revenue in the Computing and Graphics and Enterprise, Embedded and Semi-Custom segments.
  • Die Bruttomarge betrug 50 percent, an increase of more than 5 percentage points year-over-year and approximately 2 percentage points quarter-over-quarter. The year-over-year and quarter-over-quarter increases were primarily driven by a richer product mix.
  • Das Betriebsergebnis betrug $1.2 billion compared to $570 million a year ago and $948 million in the prior quarter. Das Non-GAAP-Betriebsergebnis betrug $1.3 billion compared to $663 million a year ago and $1.1 billion in the prior quarter. Operating income improvements were primarily driven by higher revenue and gross margin expansion.
  • Der Nettogewinn betrug $974 Millionen im Vergleich zu $1.8 billion a year ago, which included a $1.3 billion income tax benefit associated with a valuation allowance release, und $923 million in the prior quarter. Der Non-GAAP-Nettogewinn betrug $1.1 billion compared to $636 million a year ago and $893 million in the prior quarter.
  • Der verwässerte Gewinn je Aktie betrug $0.80 compared to $1.45 vor einem Jahr, which included a $1.06 per share income tax benefit, und $0.75 in the prior quarter. Der verwässerte Non-GAAP-Gewinn je Aktie betrug $0.92 compared to $0.52 a year ago and $0.73 in the prior quarter.
  • Kasse, Zahlungsmitteläquivalente und kurzfristige Anlagen waren $3.6 Milliarden am Ende des Quartals. The company repurchased $756 Millionen Stammaktien im Laufe des Quartals.
  • Der Cashflow aus dem operativen Geschäft betrug $822 Millionen im Quartal im Vergleich zu $554 million a year ago and $849 million in the prior quarter. Der freie Cashflow betrug $736 Millionen im Quartal im Vergleich zu $480 million a year ago and $764 million in the prior quarter. Fourth quarter cash from operations and free cash flow included strategic investments in long-term supply chain capacity to support future revenue growth.

Quarterly Financial Segment Summary

  • Computing and Graphics segment revenue was $2.6 Milliarden, oben 32 percent year-over-year and up 8 percent quarter-over-quarter. The year-over-year and quarter-over-quarter increases were driven by Ryzen and Radeon processor sales.
  • Client processor average selling price (ASP) increased year-over-year and quarter-over-quarter due to a richer mix of Ryzen processor sales.
  • GPU ASP increased year-over-year primarily driven by Radeon product sales and decreased quarter-over-quarter due to product mix.
  • Das Betriebsergebnis betrug $566 Millionen im Vergleich zu $420 million a year ago and $513 million in the prior quarter. Operating income improvements were primarily driven by higher revenue, teilweise ausgeglichen durch höhere Betriebskosten.
  • Enterprise, Embedded and Semi-Custom segment revenue was $2.2 Milliarden, oben 75 percent year-over-year and 17 percent quarter-over-quarter driven by higher EPYC and semi-custom processor sales.
  • Das Betriebsergebnis betrug $762 Millionen im Vergleich zu $243 million a year ago and $542 million in the prior quarter. Operating income improvements were primarily driven by higher revenue and richer product mix, teilweise ausgeglichen durch höhere Betriebskosten.
  • Alle anderen Betriebsverluste betrugen $121 million as compared to operating losses of $93 million a year ago and $107 million in the prior quarter.

2021 Annual Results

  • Umsatz von $16.4 Milliarden waren gestiegen 68 percent over 2020 driven by higher revenue in the Computing and Graphics and Enterprise, Embedded and Semi-Custom segments.
  • Die Bruttomarge betrug 48 percent, an increase of more than 3 percentage points over 2020. Gross margin expansion was driven by a richer mix of EPYC, Radeon and Ryzen processor sales.
  • Das Betriebsergebnis betrug $3.6 billion compared to $1.4 billion in the prior year. Das Non-GAAP-Betriebsergebnis betrug $4.1 billion compared to $1.7 billion in the prior year. The operating income improvement was primarily driven by higher revenue and gross margin expansion.
  • Der Nettogewinn betrug $3.2 billion compared to $2.5 billion in the prior year, which included a $1.3 billion income tax benefit recorded in the fourth quarter of 2020. Der Non-GAAP-Nettogewinn betrug $3.4 billion compared to $1.6 billion in the prior year.
  • Der verwässerte Gewinn je Aktie betrug $2.57 compared to $2.06 in the prior year (which included a $1.07 per share income tax benefit). Der verwässerte Non-GAAP-Gewinn je Aktie betrug $2.79 compared to $1.29 in the prior year.
  • Kasse, Zahlungsmitteläquivalente und kurzfristige Anlagen waren $3.6 billion at the end of the year. The company repurchased $1.8 billion of common stock during 2021.
  • Der Cashflow aus dem operativen Geschäft betrug $3.5 billion compared to $1.1 billion in the prior year. Der freie Cashflow betrug $3.2 billion compared to $777 million in the prior year. Annual cash from operations and free cash flow in 2021 included strategic investments in long-term supply chain capacity to support future revenue growth.

Aktuelle PR-Highlights

  • AMD announced it received approval from the State Administration for Market Regulation (SAMR) of the People’s Republic of China for the acquisition of Xilinx. AMD anticipates that the acquisition will close in the first quarter of 2022.
  • AMD continues to drive strong momentum in the data center with growing adoption of powerful AMD EPYC processors, AMD Instinct accelerators and data center solutions with new customers and expanded cloud offerings.
  • Leading cloud providers expanded their AMD-powered offerings with more than 130 new public instances launching in the quarter including: Amazon Web Services, Inc. (AWS) introduced the new Amazon EC2 Hpc6a instances that make high performance computing more accessible for customers with compute-intensive workloads and the new general-purpose Amazon EC2 M6a instances; Google Cloud launched multiple general purpose and compute- and memory-intensive instances; IBM Cloud launched new bare metal service offerings for demanding workloads and solutions; and Microsoft Azure announced the latest generation of Dasv5 and Easv5 Azure Virtual Machines (VMs) and new confidential VMs, DCasv5 and ECasv5.
  • AMD and Meta worked together to define an open, cloud-scale, single-socket server based on AMD EYPC CPUs for Meta’s newest “North Dome” systems with leadership performance-per-watt across major workloads.
  • AMD announced the new AMD Instinct MI200 series accelerators, the fastest accelerators for HPC and AI applications. The MI200 series accelerators are powering Oak Ridge National Laboratory’s Frontier supercomputer, the first Exascale supercomputer in the United States.
  • In the latest Top500 list, AMD now powers 73 supercomputers, a more than 3x increase compared to the November 2020 list. AMD also powers four out of the top 10 most powerful supercomputers in the world, as well as the most powerful supercomputer in EMEA.
  • NVIDIA is adopting Ryzen Threadripper PRO processors to help power next-generation cloud gaming experiences.
  • AMD announced the AMD Radeon PRO V620 GPU, delivering powerful data center visual performance for 3D workloads, modern office productivity applications and cloud gaming, including Tencent’s upcoming cloud gaming service.
  • An seinem 2022 Product Premiere event, AMD announced the AMD Ryzen 6000 Serie Prozessoren, built on the highly efficient 6 nm “Zen 3+” core architecture, and including AMD RDNA2 architecture-based integrated graphics to provide the fastest Ryzen mobile processor experience ever. AMD expects first system availability starting in February.
  • AMD announced new updates to its graphics processor lineup and software portfolio, including new AMD Radeon RX 6000M Series and AMD Radeon RX 6000S Series mobile graphics for premium and thin-and-light gaming laptops, three new AMD Radeon RX 6000 Series desktop graphics cards for 1080p gaming, und AMD Radeon Super Resolution, a new driver-based spatial upscaling technology available in the upcoming update to the AMD Software: Adrenalin Edition application.
  • AMD delivered a first look at its next wave of leadership data center and desktop PC processors which will set the pace of industry innovation.
  • AMD provided a preview of 3rd Gen AMD EPYC processors with AMD 3D V-Cache, die “Zen 4” processor core powering the next generation of EPYC processors, Codename “Genua,” and the new “Hier sind einige der ersten realen Bilder des AMD EPYC der nächsten Generation” processor core, which is designed for cloud native workloads and will power the EPYC processor codenamed “Bergamo.”
  • AMD also announced the first AMD Ryzen processors with AMD 3D V-Cache technology to power incredible gaming experiences and previewed its Ryzen 7000 Serie Prozessoren, which will be based on the 5 nm “Zen 4” architecture and are expected to be available in the second half of 2022.
  • AMD was recognized on Newsweek’s America’s Most Responsible Companies 2022 list for environmental, social and corporate governance efforts.

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 erste Quartal 2022, AMD rechnet mit einem Umsatz von ca $5.0 Milliarden, Plus oder minus $100 Millionen, eine Steigerung von ca 45 percent year-over-year and approximately 4 percent quarter-over-quarter. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and client processor revenue. AMD geht davon aus, dass die Non-GAAP-Bruttomarge ungefähr bei etwa liegt 50.5 percent in the first quarter of 2022.

ASML Holding NV 2022, AMD rechnet mit einem Umsatz von ca $21.5 Milliarden, eine Steigerung von ca 31 percent over 2021 driven by growth across all businesses. AMD geht davon aus, dass die Non-GAAP-Bruttomarge ungefähr bei etwa liegt 51 percent for 2022.