35 annotations
we undershipped in Q3, we undershipped in Q4.
We will undership, to a lesser extent, in Q1.
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2022 Q4
5 Feb 23
we would expect more lift in the second half, not so much in the second quarter
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2022 Q4
5 Feb 23
we would expect more lift in the second half, not so much in the second quarter
(No comment added)
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2022 Q4
5 Feb 23
we would expect margin expansion as we go into the second half
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2022 Q4
5 Feb 23
We invested approximately $1 billion in long-term supply chain capacity in 2022 to support our expectations for future revenue growth and increase market share.
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2022 Q4
5 Feb 23
Client segment revenue was $903 million, down 51% year-over-year due to reduced processor shipments resulting from a weak PC market and significant inventory correction across the PC supply chain.
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2022 Q4
5 Feb 23
MI300 will be the industry's first data center chip that combines a CPU, GPU and memory into a single integrated design
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2022 Q4
5 Feb 23
Sales of our Pensando DPUs also ramped significantly from the prior quarter, driven by supply chain improvements and continued demand.
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2022 Q4
5 Feb 23
we've heard from all of our cloud customers that they're adopting both Milan and Genoa in more workloads than previous
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2022 Q4
5 Feb 23
we saw in the second half of the year and last year in the first half of this year that the China Data Center business has been weak for us
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2022 Q4
5 Feb 23
there are more incentives and more - a more aggressive pricing environment.
I view that, that's primarily on, let's call it, older products let's call it previous generation products.
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2022 Q4
5 Feb 23
we do have more marketing programs and pricing incentives in place. We do expect that to normalize as we go through the first half of the year.
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2022 Q4
5 Feb 23
PC business, and we'll see some growth in the second quarter and then a seasonally higher second half.
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2022 Q4
2 Feb 23
Our largest growth driver is certainly the Data Center
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2022 Q4
2 Feb 23
we expect Client and the Gaming segment revenue to decline based on the current demand environment
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2022 Q4
2 Feb 23
we expect Embedded and Data Center annual revenue to grow from 2022 based on the strength of our product portfolio and expected share gains
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2022 Q4
2 Feb 23
Data Center segment revenue is expected to decline due to elevated levels of inventory with some cloud customers
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2022 Q4
2 Feb 23
lower Client and Gaming segment revenue.
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2022 Q4
2 Feb 23
For the first quarter of 2023, we expect revenue to be approximately $5.3 billion, plus or minus $300 million, a decrease of approximately 10% year-over-year and 5% sequentially.
(No comment added)
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2022 Q4
2 Feb 23
Free cash flow decreased primarily due to higher inventory.
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2022 Q4
2 Feb 23