02 amd fad2010 dirk_meyer_final

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02 amd fad2010 dirk_meyer_final

  1. 1. AMD 2010 Financial Analyst Day Dirk Meyer President and Chief Executive Officer November 9, 2010
  2. 2. Review: 2010 Success Drivers *Source: Mercury Research, October 2010 3 | AMD 2010 Financial Analyst Day | November 9, 2010
  3. 3. Target Markets are Large and Growing Netbooks Notebooks Game Tablets Consoles Servers Embedded Desktops Graphics $40B Gross Margin Pool in 2014 Source: AMD estimates 4 | AMD 2010 Financial Analyst Day | November 9, 2010
  4. 4. Convergence of Three Industry Trends 5 | AMD 2010 Financial Analyst Day | November 9, 2010
  5. 5. Introducing: The AMD Fusion Family of APUs 6 | AMD 2010 Financial Analyst Day | November 9, 2010
  6. 6. Success Drivers 7 | AMD 2010 Financial Analyst Day | November 9, 2010
  7. 7. Appendix A – Non-GAAP Operating Income and Gross Margin Reconciliations Reconciliation of GAAP to Non-GAAP Operating Income (Loss) (Millions) Q4-09 Q1-10 Q2-10 Q3-10 GAAP operating income (loss) $ 1,288 $ 182 $ 125 $128 Gross margin benefit due to the deconsolidation of GF - 69 - - Amortization of acquired intangible assets (17) (17) (16) (18) Legal settlement 1,242 - - - Restructuring (charges) reversals - - 4 - Operating income (loss) from Foundry segment and Intersegment Eliminations (105) - - - Non-GAAP operating income (loss) $ 169 $ 130 $ 138 $144 Reconciliation of GAAP to Non-GAAP Gross Margin (Millions, except percentages) Q4-09 Q1-10 Q2-10 Q3-10 GAAP Gross Margin $ 735 $ 741 $ 738 $739 GAAP Gross Margin % 45% 47% 45% 46% Gross margin benefit due to the deconsolidation of GF - 69 - - Gross margin from Foundry segment and Intersegment Eliminations - - - 56 Non-GAAP Gross Margin $ 679 $ 672 $ 738 $739 Non-GAAP Gross Margin % 41% 43% 45% 46% 8 | AMD 2010 Financial Analyst Day | November 9, 2010
  8. 8. DISCLAIMER The information presented in this document is for informational purposes only and may contain technical inaccuracies, omissions and typographical errors. The information contained herein is subject to change and may be rendered inaccurate for many reasons, including but not limited to product and roadmap changes, component and motherboard version changes, new model and/or product releases, product differences between differing manufacturers, software changes, BIOS flashes, firmware upgrades, or the like. AMD assumes no obligation to update or otherwise correct or revise this information. However, AMD reserves the right to revise this information and to make changes from time to time to the content hereof without obligation of AMD to notify any person of such revisions or changes. AMD MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE CONTENTS HEREOF AND ASSUMES NO RESPONSIBILITY FOR ANY INACCURACIES, ERRORS OR OMISSIONS THAT MAY APPEAR IN THIS INFORMATION. AMD SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT WILL AMD BE LIABLE TO ANY PERSON FOR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES ARISING FROM THE USE OF ANY INFORMATION CONTAINED HEREIN, EVEN IF AMD IS EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. ATTRIBUTION © 2010 Advanced Micro Devices, Inc. All rights reserved. AMD, the AMD arrow logo, AMD Athlon, AMD Phenom, Radeon and combinations thereof, are trademarks of Advanced Micro Devices, Inc. All other products names and logos are for reference only and may be trademarks of their respective owners. 9 | AMD 2010 Financial Analyst Day | November 9, 2010

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