amd earnings call


Features I think there is a need for infrastructure, and we see people continuing to invest in infrastructure.Thank you.

So, I think Rome is going to continue to be a strong driver of our growth into the second half of this year, as well as next year.We’re excited about Milan. I wanted to focus on a little bit of a different topic, kind of comparing x86 and ARM. We continue to work — sort of our strategy around machine learning is partner deeply with a couple of large cloud vendors who can invest in the software with us, and we see that as a multi-year opportunity. So those are the factors that are in there.

We have some customers who are a little bit lower.The main thing for us, and I think you said it, it's about the ramping of our platforms. Our focus since launching our EPYC processors has been on building a solid foundation to drive long-term growth. But in terms of where the road map is, what are we trying to accomplish, where the customers are, there is a pull from customers to engage with us across a number of workloads. Have you felt them incrementally more willing to adoption products? We're excited about Milan, it's looking good in the labs.Su: Desktop channel sales were soft in Q2. Your line is now live.Great.

How has that progressed? We continue to expand our go-to-market efforts there. But no question that commercial notebook is a big focus for us, and we’re going to continue to invest and hopefully make progress in that sub-segment.Great. Operating margin increased to 12% as compared to 7% a year ago. But we are making progress in the enterprise, our design wins continue to grow.Question about what AMD is seeing in terms of Epyc adoption in traditional, on-premise, enterprise environments (a place where Intel's share is still pretty high).Su: We feel pretty good about Epyc's enterprise progress. Advanced Micro Devices has not formally confirmed its next earnings publication date, but the company's estimated earnings date is Tuesday, November 3rd, 2020 based off prior year's report dates.

And we think that’s the right thing to do just to make sure that we do see some leverage. You've said in the past that your customers they don't buy CPUs but they buy road maps.And I was hoping that you could tell us about your road map, particularly in servers going forward, how it compares to your competition?

I will say, we’re growing nicely in commercial PCs. And I’m interested if you could just put into context what the expectations are for improvements and new opportunities for Big Navi as you launch later this year, and maybe size those opportunities from a data center perspective versus what you might expect in the gaming channel. We feel good about where we stand competitively.Question about AMD's work with software developers.Su: We continue working with ISVs and other software developers. There's no question that there's a strong ramp in the second half of the year for consoles. It is a very strategic part of our business, but we're making good progress.Our next question is coming from Mitch Steves from RBC Capital Markets. By now, you should have had the opportunity to review a copy of our earnings release and slides. When I look at our road map, right now, I feel very good about our road map. Increased working and schooling from home due to COVID-19 resulted in a strong PC market in the quarter, although we believe our growth was largely driven by our 11th straight quarter of market share gains. ... AMD Adoption of ASC 606 Revenue Recognition Accounting Standard 249.5 KB. Analyst Activity But we do see PCs growing sequentially, as well as server CPUs growing sequentially. Thanks for taking my question.

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