That is not what I was looking for. I will just wait until somebody posts it, I am sure they will.
That is not what I was looking for. I will just wait until somebody posts it, I am sure they will.
It’s still all in house, at least it was for PCIe 5.0 & DDR5. Gross margin includes labor & costs of equipment (direct materials and direct labor). It doesn’t include depreciation or amortization though.Gross margin isn't operational expenses so Intel developing everything in house (which I don't think is even true anymore) wouldn't apply to their gross margin.
Gross margin includes direct labor costs of actually making the physical product, not design costs. Design costs are a part of operating margin, not gross margin.It’s still all in house, at least it was for PCIe 5.0 & DDR5. Gross margin includes labor & costs of equipment (direct materials and direct labor). It doesn’t include depreciation or amortization though.
AMD’s gross margin of 50% GAAP (44% non-GAAP) is a lot easier to achieve. Everything but the design of a CCD and a handful of monolithic mobile dies are all outsourced, with even portions of those being purchased IP. This isn’t a knock against them, it has clearly worked out extremely well.
I mention this to illustrate it’s not apples/apples. AMD is a lean x86 design firm, Intel clearly is not.
That is not what I was looking for. I will just wait until somebody posts it, I am sure they will.
Ah that makes sense. Their "return to profitability" is marred by reduced volume and revenue in every sector. It's a bloodbath.Also the only reason they were profitable because of a 2 Billion tax benefit.
AMD is also razor focused on margins. If a product would bring down gross margin too much they won’t launch and/or continue making the product until the market conditions for said product improve.It’s still all in house, at least it was for PCIe 5.0 & DDR5. Gross margin includes labor & costs of equipment (direct materials and direct labor). It doesn’t include depreciation or amortization though.
AMD’s gross margin of 50% GAAP (44% non-GAAP) is a lot easier to achieve. Everything but the design of a CCD and a handful of monolithic mobile dies are all outsourced, with even portions of those being purchased IP. This isn’t a knock against them, it has clearly worked out extremely well.
I mention this to illustrate it’s not apples/apples. AMD is a lean x86 design firm, Intel clearly is not.
It will continue to be one. The margins and revenue of old Intel are gone. Scrappy competitors like AMD along with ARM/RISC-V startups are going to eat away at the bottom line.Ah that makes sense. Their "return to profitability" is marred by reduced volume and revenue in every sector. It's a bloodbath.
what @Markfw is asking for is the same as me. give me a 10x4 cell or more of years x quarters with the important basic numbers that would give any reasonable laymen a heads up of what's going on. unlike some of you lost most of us don't give a hoot about the finer details or know how to interpret the data because it's not what we studied nor ever bothered to learn that stuff because no one was paying us to.They do no more publis quarter to quarter results since each quarter of the year is specific, you can always do a comparison with the previous quarter PDF.
That's what I've been saying for a year mate. Every youngin was clapping back at me as if I'd lost my mind or was too drunk, sometimes the latter was true. intel's end game is to recoil on how diverse and spread thin they were even with their financial horsepower or w/e the tech press calls intel's money swinger between their legs. intel was selling off assets left and right not only because they needed to shore up their finances but because none of those were very profitable but carried a higher risk of falling flat financially. that is dead weight by text book definition. Intel laughed at AMD but then saw how well being lean works for them. it's a tight line to walk between becoming lean and hemorrhaging your employee and skill base.After watching everyone shovel dirt on AMD, I chuckle when I read doom and gloom for Intel. They are in a vastly better position than AMD was in, yet they still managed to extinguish the dumpster fire and get it together.
Intel is going to be a different company than what it was, but "trimming the fat" and coming out "leaner and meaner" isn't a bad thing. I think I read they plan to make their own divisions compete for foundry services?
The only thing that worries me is the brain drain.
what @Markfw is asking for is the same as me. give me a 10x4 cell or more of years x quarters with the important basic numbers that would give any reasonable laymen a heads up of what's going on. unlike some of you lost most of us don't give a hoot about the finer details or know how to interpret the data because it's not what we studied nor ever bothered to learn that stuff because no one was paying us to.
I appreciate @Hitman928 saying what he said but it means nothing to me because I'd need to look up historic figures. I'm asking someone to do some leg work for me and anyone else who can't be arsed to look this stuff up themselves and bumble about on the google researching terms they haven't got a lick of what they mean.
Did intel make less than last year for the same quarter? if so would it be because of the covid rush remnants? What about 2021 and 2020, those would be strong years. Let's ignore that historical data. How did intel perform in the same quarter from 2012 to 2019? It'll be lower I'm sure but not that bad as the slump from the 2 year covid cocaine high every tech company was having to the major slump.
Exactly. What I am looking for is the pattern, and right now mostly DC stuff. What I REALLY want, and am tracking to see how its progressing, is for AMD to get to 50% (or close) in server, and better than they are now at desktop. This will most likely at that point become more of s constant situation, and that means competition, and as you all know, competition is good for all of us. If Zen 5 is all its hyped up to be, I will be thrilled. And if Intel can beat THAT, maybe I can choose from either company when buying. As someone here said (and I have said before @Abwx ??) if you look back to circa 2006, I went from mostly AMD to ALL Intel, until 2017. Its whoever has the best stuff.what @Markfw is asking for is the same as me. give me a 10x4 cell or more of years x quarters with the important basic numbers that would give any reasonable laymen a heads up of what's going on. unlike some of you lost most of us don't give a hoot about the finer details or know how to interpret the data because it's not what we studied nor ever bothered to learn that stuff because no one was paying us to.
I appreciate @Hitman928 saying what he said but it means nothing to me because I'd need to look up historic figures. I'm asking someone to do some leg work for me and anyone else who can't be arsed to look this stuff up themselves and bumble about on the google researching terms they haven't got a lick of what they mean.
Did intel make less than last year for the same quarter? if so would it be because of the covid rush remnants? What about 2021 and 2020, those would be strong years. Let's ignore that historical data. How did intel perform in the same quarter from 2012 to 2019? It'll be lower I'm sure but not that bad as the slump from the 2 year covid cocaine high every tech company was having to the major slump.
Looking at Intel's current and immediate future DCG product lineup does not make me think they are "leaner and meaner". More like "bleeding from self-inflicted wounds".Intel is going to be a different company than what it was, but "trimming the fat" and coming out "leaner and meaner" isn't a bad thing.
FYI macrotrends has all kinds of charts. Not yet updated to include Q2 though.
Intel Gross Margin 2010-2024 | INTC
Current and historical gross margin for Intel (INTC) over the last 10 years. The current gross profit margin for Intel as of June 30, 2024 is <strong>%</strong>.www.macrotrends.net
They allow comparisons as well, like:
Stock Comparison Tool | MacroTrends
www.macrotrends.net
intel's in their indie soul music period.Looking at Intel's current and immediate future DCG product lineup does not make me think they are "leaner and meaner". More like "bleeding from self-inflicted wounds".
What product are you referring to? They’ve cut a lot of the bloat (optane, NUC, etc).Looking at Intel's current and immediate future DCG product lineup does not make me think they are "leaner and meaner". More like "bleeding from self-inflicted wounds".
What product are you referring to?
For data center, there are no unnecessary products.
Execution isn’t great with Sapphire Rapids
but to argue that SRF & GNR are self inflicted wounds seems a bit premature.
I expect client to be slightly up from last quarter but enterprise will be significantly down. What ever the result is, it will push the stock down just because of the overall market. Just my opinion.Today is Intel's Q3 financial report. Opinion guys?
I think their client numbers will not be as good last quarter despite Q3 being usually the best in industry in general.
Enterprise will be another abysmal quarter for them, in my opinion.
I'll just take a seat in the back and patiently wait for the actual numbers and @Hitman928 's quick summary and interpretation. Then I'll leave just as the usual troublemakers start the trolling