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AMD delays financial analyst day to rethink product roadmap

by Ryan Martin on 27 November 2014, 18:40

Tags: AMD (NYSE:AMD)

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In a 'normal' year AMD and Intel would typically hold their financial days for investors in November. Intel held its investor day earlier this month where it revealed its progress in 3D NAND for SSDs as well as an updated roadmap for its 5th and 6th-gen Core series processors. AMD, on the other hand, is still yet to hold its equivalent 'Financial Analyst Day' (FAD).

AMD's overdue financial analyst day will be pushed back until 2015 to allow AMD to reshape its roadmap and reconsider its targets going forward. AMD has made some announcements already about its strategy for next year revealing its newest line of mobile APUs, codename 'Carrizo', and demonstrating the progress being made on the FreeSync project through its partners. However, several product areas remain unaccounted for and a detailed analysis of AMD's financial position has not yet been provided.

AMD's Headquarters in Austin, Texas

One of the main causes of the delay is likely to be the recent change in top-level leadership which saw Dr Lisa Su replace Rory Read as AMD's CEO. A similar delay to AMD's financial analyst day occurred when Rory Read took over as CEO in August 2011 from his predecessor Dirk Meyer.

AMD did not provide an official statement about the delay to the source, neither did it clarify the date when it would reschedule its financial analyst day for. The new date for the event is rumoured to fall in January or February of next year.



HEXUS Forums :: 13 Comments

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I very much do hope that Dr Lisa Su can turn the company around. AMD needs to make some difficult decisions and I'm hoping that this won't mean they'll leave the desktop forever. I'm really hoping that we might actually see a high-end successor to both the FX line and the ageing AM3+ socket.

I'm worried that AMD may pull entirely out of the high-end desktop market and try to focus on its APUs and server chips (especially with integrated ARM parts). I do hope this isn't to be the fate of AMD, as the processor market works best with Intel and AMD both competing healthily against one another.
If the sales at my shop are anything to go by AMD won't go anywhere.
Around 90% of PC's I build up are AMD. Mainly for home desktops or budget gaming.
Although I did do an 8350k build the other day for running virtual machines which was rather nice when done.
Only time we do Intel really is for high end gaming or rendering systems which are few and far between.
AMD have a serious hill to climb to truly challenge Intel on performance. Power efficiency, too, is a massive concern. Still, the huge financial boost that being in all 3 of the current consoles has to be a massive, massive help.
anselhelm
I very much do hope that Dr Lisa Su can turn the company around. AMD needs to make some difficult decisions and I'm hoping that this won't mean they'll leave the desktop forever. I'm really hoping that we might actually see a high-end successor to both the FX line and the ageing AM3+ socket.

I'm worried that AMD may pull entirely out of the high-end desktop market and try to focus on its APUs and server chips (especially with integrated ARM parts). I do hope this isn't to be the fate of AMD, as the processor market works best with Intel and AMD both competing healthily against one another.

I'm with you on that. The wait for Amd to release some good new desktop Cpu's is killing me… Let's keep our fingers crossed on this one :undecided

flufflogic
AMD have a serious hill to climb to truly challenge Intel on performance. Power efficiency, too, is a massive concern. Still, the huge financial boost that being in all 3 of the current consoles has to be a massive, massive help.

I've been thinking that all along. Surely they've made a nice bit off supplying all these console chips.. But no one seems to talk much about that!
ZaO
I've been thinking that all along. Surely they've made a nice bit off supplying all these console chips.. But no one seems to talk much about that!

They don't supply them, they just pay a fee for each one they make. I get the feeling the fee is quite low.