Wall Street’s other concern appears to be how much constraints from silicon wafer supplier Taiwan Semiconductor Manufacturing Co.’s $219.5 billion - while Nvidia Corp.ĭwarfs the combined market cap of both at about $479 billion. See also: Intel appears to be feeling the competitive heat from AMDĬurrently, AMD is a little more than half the size of Intel in terms of market valuation - about $111.5 billion vs. The only lack of clarity to those numbers is AMD’s insistence of not breaking out data-center sales from gaming sales. Wall Street, on average, expects AMD to report $1.44 billion in enterprise, embedded, and semi-custom sales - the segment containing data-center and gaming-console chips - nearly triple what the chip maker reported a year ago. Intel reported a better-than-feared 9% decline on Thursday, and investors will be looking for clues about whether Intel was able to control the competition a bit. As a result, AMD remains one of the best long-term plays in the semiconductor segment.For more: Analysts’ reactions to Intel earnings and Texas Instruments earningsįront and center in AMD’s results will likely be data-center sales, after Intel reported a 20% drop in crucial data-center sales three months ago while AMD’s more than doubled. Intel plans to strike back at AMD and TSMC by doubling down on its own foundries, but that costly plan could backfire and result in even more market share losses to AMD. Its new Radeon GPUs kept pace with Nvidia's latest GPUs, and AMD continued to sell custom APUs for Sony and Microsoft's latest gaming consoles.ĪMD's revenue rose from $5.51 billion in 2014 to $9.76 billion in 2020, as its adjusted earnings skyrocketed from $0.06 to $1.29 per share.ĪMD will likely stay ahead of Intel as it continues to outsource its manufacturing to Taiwan Semiconductor Manufacturing's (TSMC) ( NYSE:TSM) foundries.
The chips were well received, and original equipment manufacturers (OEMs) scooped them up as Intel repeatedly struggled with chip delays, shortages, and abrupt leadership changes.īetween 20, AMD's share of the entire x86 CPU market rose from 23.4% to 39.4%, according to PassMark, as it gained ground against Intel across the desktop, laptop, and server markets. Under Su, AMD launched a new generation of Ryzen CPUs for PCs and Epyc CPUs for servers. It hit that target in 2017, then went on to generate a whopping $69 billion in cloud revenue in fiscal 2021.īut after Lisa Su took over as AMD's CEO in 2014, the struggling chipmaker experienced a historic turnaround. In 2015, Microsoft set a goal to grow its annualized cloud revenue from $6.3 billion to $20 billion by 2018. Satya Nadella, who took over as Microsoft's third CEO in 2014, aggressively expanded the aging tech giant's cloud services with a "mobile first, cloud first" mantra.
Microsoft also underwent a dramatic cloud-based transformation under a visionary CEO over the past seven years. All those qualities make it a solid long-term investment.
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Analysts expect Adobe's revenue to rise 22.5% this year and grow another 15% next year as its Digital Media (creative software) and Digital Experience (enterprise software) clouds continue to expand.Īdobe doesn't face many meaningful competitors in the creative software market, its ecosystem is very sticky, and its enterprise-facing businesses should continue to benefit from the ongoing digitization and automation of older businesses. Those long-term returns are impressive, but Adobe hasn't run out of room to grow yet.
Adobe also launched new cloud-based e-commerce, marketing, and analytics services for enterprise customers.
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Today, nearly all of its revenue comes from cloud-based services.Īdobe's entire business model evolved because CEO Shantanu Narayen pushed the company to transform all of its desktop-based creative software products - including Photoshop, Illustrator, and Premiere Pro - into subscription-based cloud services. AdobeĪ decade ago, Adobe generated most of its revenue from desktop software. These three tech stocks check all three boxes: Adobe ( NASDAQ:ADBE), Microsoft ( NASDAQ:MSFT), and AMD ( NASDAQ:AMD). To identify those long-term winners, investors should focus on companies that are led by visionary CEOs, routinely generate robust growth, and exercise killer competitive advantages. However, the best tech stocks can still transform a modest investment into a small fortune. $5,000 might not seem like much in the tech sector, where stocks often cost hundreds or thousands of dollars per share.
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