1. $Advanced Micro Devices(AMD)$
AMD 1Q slightly above mid point of revenue guidance
1Q YoY
Revenue $5.5 B +2% ; -11% QoQ
Data center: $2.3 billion (record Q; 80% YoY)
Net income +188%
Dil. EPS +178% (Adj +2%)
2Q outlook
Revenue $5.7 billion (6% YoY ; 4% QoQ)
AMD record Data center revenue quarter
marginally above Q4 last year, but +80% YoY
Closing in on $Intel(INTC)$
SBUX ugly 2Q
YoY
Revenue -2%
Comp sales -4% (- 6% transactions, +2% average ticket)
Net Income -15%
Dil. EPS -14%
3. $IBM(IBM)$
IBM +0.6% dividend increase
from $1.66 to $1.67 per share / quarter
MCD 1Q earnings
1Q YoY
Revenue +5% (comp sales +2%)
Net Income +7%
Dil. EPS +9% (Adj +2%)
https://twitter.com/DividendWave/status/1785405352936087708
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