Episode 216

Inside Earnings: Intel, AMD, & IBM all Beat-the-Street


August 3rd, 2020

51 mins 50 secs

Season 2020

Your Host

About this Episode

Earnings for 2Q have started rolling in, with IBM, AMD, and Intel all early reporters from the Data Center world. There's solid financial news for all three, but each with different industry-level impacts. Hosts Matt Kimball & Steve McDowell, both from Moor Insights & Strategy, talk about what it all means.

Intel delivered solid numbers, but were punished by both guidance and disclosure of some execution problems in rolling out its next generation, 7nm, processors. Solid numbers for the quarter none-the-less, with a surprising bright spot in Intel's NSG memory group.

AMD, who has become a solid competitor to Intel across nearly every segment, is firing on all cylindars, expecially in the DataCentric Server world.

All while IBM seems to be finding its groove with freshman CEO Arvind Krishna, as IBM's Cloud and Red Hat businesses are standouts. IBM Z-series and Storage also remain particularly strong.

All of this, and more, on this episode of DataCentric

00:00 - Let's kick it off!
01:21 - Intel Earnings Analysis
20:08 - AMD Earnings Discussion
43:38 - IBM Earnings
57:34 - See you Next Time!