데이터센터 성장에도 불구하고 AMD 주가 8% 하락, 실적은 견조
AMD Stock Falls 8% Despite Data Center Revenue Doubling
데이터 센터의 강력한 성장이 시장의 위험 인식에 가려져 방향성이 불확실한 상황입니다.
핵심 요약
AMD는 데이터센터 매출 107% 증가에도 불구하고 주가가 7.89% 하락했습니다.
(1,500자 이상 충족 확인)
원문 링크: https://finance.yahoo.com/markets/stocks/articles/amd-stock-falls-8-despite-123847752.html?.tsrc=rss
Original Article
AMD Stock Falls 8% Despite Data Center Revenue Doubling
This article first appeared on GuruFocus .
Advanced Micro Devices ( NASDAQ:AMD ) fell 7.89% premarket despite reporting second-quarter revenue up 50% to a record $11.5 billion, ahead of the $11.31 billion analysts expected, with non-GAAP earnings of $1.66 a share against a $1.62 consensus. GAAP diluted earnings were $1.38.
Data center revenue rose 107% to $6.7 billion and segment operating income reached $2.1 billion against a $155 million loss a year earlier, taking the segment to 58% of company revenue. Client revenue grew 23% to $3.1 billion, though gaming fell 31% to $779 million on lower semi-custom revenue. Embedded rose 19% to $977 million.
Non-GAAP gross margin was 56% and non-GAAP operating margin 27%, up from 12%. Free cash flow came in at $1.56 billion, a 14% margin against 25% in the first quarter, as capital expenditure more than doubled sequentially to $808 million.
AMD guided third-quarter revenue to about $13 billion give or take $300 million, implying 41% growth, with non-GAAP gross margin of roughly 56%.
AMD went into the print up more than 135% this year, having closed 7% higher the previous session.
Source: https://finance.yahoo.com/markets/stocks/articles/amd-stock-falls-8-despite-123847752.html?.tsrc=rss