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impacted by persistent macro headwinds, which began in Q2 and underscored a 2022 characterized by unprecedented volatility, which will continue in the near term.
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Transcript
2022 Q4
27 Jan 23
CCG revenue was down 17% year-over-year as customers continue to reduce inventory and we continue to under ship demand.
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2022 Q3
28 Oct 22
CapEx in relationship to demand
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2022 Q2
4 Aug 22
We also have a strong replacement cycle in front of us. We now have over 600 million PCs that are over four years old.
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2022 Q2
4 Aug 22
CHIPS Act
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Transcript
2022 Q2
1 Aug 22
Alder Lake over 35 million units, Raptor Lake ramping
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2022 Q2
1 Aug 22
we’re guiding revenue of $15 billion to $16 billion. At the midpoint of the revenue guidance we’re guiding gross margin of 46.5%, a tax rate of 13% and earnings per share of $0.35
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Transcript
2022 Q2
1 Aug 22
CapEx we’re revising down our forecast to $23 billion, $4 billion less than our previous guidance as we moderately adjust our investment and capacity and take advantage of potentially larger than originally forecast capital assets, highlighting significant progress on our smart capital strategy.
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2022 Q2
1 Aug 22
paid dividends of $1.5 billion, a 5% increase year-over-year
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2022 Q2
1 Aug 22
Alder Lake and Raptor Lake products to position us to compete for share.
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2022 Q2
1 Aug 22
For full year revenue we are now guiding a range of $65 billion to $68 billion, down from our prior guidance of $76 billion driven by lower expectations for our CCG and DCAI businesses. More specifically in our PC business as Pat discussed, we now see TAM decreasing approximately 10% year-over-year due to the softening macroeconomic environment and inflationary pressures.
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2022 Q2
1 Aug 22
Optane and drone businesses.
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2022 Q2
1 Aug 22
including a slowdown in hiring
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2022 Q2
1 Aug 22
we also launched the IFS Cloud Alliance a partnership with leading cloud providers including Microsoft Azure and AWS and EDA tool providers, including Ansys, Cadence, Siemens EDA and Synopsys. The IFS Cloud Alliance is the next phase of our accelerator ecosystem program that will enable secure design environments in the cloud, improving foundry customer design efficiency and accelerating time-to-market.
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2022 Q2
1 Aug 22
Our data center GPU code-named Arctic Sound-M has started production and is now shipping to customers supporting a diverse range of workloads,
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2022 Q2
1 Aug 22
we now expect the PC TAM to decline roughly 10% in calendar year 2022
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2022 Q2
1 Aug 22
we have now exited six businesses since my return providing roughly $1.5 billion for investments aligned with our IDM 2.0 strategy.
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2022 Q2
1 Aug 22