2026 Q1 -tulosraportti
13 päivää sitten
‧1 t 3 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4 t sitten"Rule of 40" is a well-known rule of thumb originally created for software companies (SaaS), but which investors in May 2026 are increasingly applying to hardware companies like AMD due to their fierce, subscription-like AI growth. The rule states that a healthy growth company should have a sum of annual revenue growth and margin (EBITDA or Free Cash Flow) that is equal to or higher than 40 %. Right now, AMD crushes the Rule of 40 with a score of around 60–63 %. Why does AMD meet the rule? (The calculation in 2026) Looking at AMD's financial figures for the first quarter of 2026, the score is distributed as follows: Revenue Growth (Revenue Growth): ~35 % – 38 % In Q1 2026, AMD reported year-over-year revenue growth of 37.85 % (up to 10.3 billion USD), driven by enormous demand for their MI300-series AI chips and EPYC server processors. Cash Flow Margin (FCF Margin): ~25 % Thanks to higher gross margins on AI hardware, AMD's free cash flow has skyrocketed. The company's FCF margin is now stable at around 25.03 %. Total score: Since 63 % is significantly higher than the 40 % requirement, AMD is classified as a financially extremely healthy growth company by this metric. Why is this important for AMD right now? The balance between growth and profitability: Historically, companies have either had extreme growth (but lost money) or been very profitable (but grown slowly). That AMD manages to grow by almost 40 % while generating billions in pure cash flow, shows enormous market power. AI efficiency: The Rule of 40 success proves that AMD's large investments in research and development (R&D) in recent years are bearing fruit. They manage to scale up the production of AI chips without costs eating up the entire profit. Valuation: Companies that consistently stay above 40 % on this metric are almost always rewarded with higher multiples (P/E and P/S ratio) on the stock exchange because the risk for investors is lower. REF: GEMINI
·1 t sittenYou forget to mention that GAAP operating margin fell from 17 % to 14 % sequentially in Q1. Rule of 40 is a metric designed for SaaS with predictable subscription revenues, not for hardware companies that are completely dependent on an AI investment wave holding up. Nvidia looked just as good on similar metrics in 2021 and fell 65 % the following year·54 min sittenAs already mentioned: "Rule of 40" is a well-known rule of thumb that was originally created for software companies (SaaS), but which investors in May 2026 are increasingly applying to hardware companies like AMD due to their fierce, subscription-like AI growth.
·1 päivä sittenHave sold a little bit of mine. I think semi has performed almost too well this year, if that's what it's called :-) Still believe in AMD and have a lot in them, I just think it's gone a bit too fast lately.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
13 päivää sitten
‧1 t 3 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sitten"Rule of 40" is a well-known rule of thumb originally created for software companies (SaaS), but which investors in May 2026 are increasingly applying to hardware companies like AMD due to their fierce, subscription-like AI growth. The rule states that a healthy growth company should have a sum of annual revenue growth and margin (EBITDA or Free Cash Flow) that is equal to or higher than 40 %. Right now, AMD crushes the Rule of 40 with a score of around 60–63 %. Why does AMD meet the rule? (The calculation in 2026) Looking at AMD's financial figures for the first quarter of 2026, the score is distributed as follows: Revenue Growth (Revenue Growth): ~35 % – 38 % In Q1 2026, AMD reported year-over-year revenue growth of 37.85 % (up to 10.3 billion USD), driven by enormous demand for their MI300-series AI chips and EPYC server processors. Cash Flow Margin (FCF Margin): ~25 % Thanks to higher gross margins on AI hardware, AMD's free cash flow has skyrocketed. The company's FCF margin is now stable at around 25.03 %. Total score: Since 63 % is significantly higher than the 40 % requirement, AMD is classified as a financially extremely healthy growth company by this metric. Why is this important for AMD right now? The balance between growth and profitability: Historically, companies have either had extreme growth (but lost money) or been very profitable (but grown slowly). That AMD manages to grow by almost 40 % while generating billions in pure cash flow, shows enormous market power. AI efficiency: The Rule of 40 success proves that AMD's large investments in research and development (R&D) in recent years are bearing fruit. They manage to scale up the production of AI chips without costs eating up the entire profit. Valuation: Companies that consistently stay above 40 % on this metric are almost always rewarded with higher multiples (P/E and P/S ratio) on the stock exchange because the risk for investors is lower. REF: GEMINI·1 t sittenYou forget to mention that GAAP operating margin fell from 17 % to 14 % sequentially in Q1. Rule of 40 is a metric designed for SaaS with predictable subscription revenues, not for hardware companies that are completely dependent on an AI investment wave holding up. Nvidia looked just as good on similar metrics in 2021 and fell 65 % the following year·54 min sittenAs already mentioned: "Rule of 40" is a well-known rule of thumb that was originally created for software companies (SaaS), but which investors in May 2026 are increasingly applying to hardware companies like AMD due to their fierce, subscription-like AI growth.
- ·1 päivä sittenHave sold a little bit of mine. I think semi has performed almost too well this year, if that's what it's called :-) Still believe in AMD and have a lot in them, I just think it's gone a bit too fast lately.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 |
2026 Q1 -tulosraportti
13 päivää sitten
‧1 t 3 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 4.8. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 13.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 5.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sitten"Rule of 40" is a well-known rule of thumb originally created for software companies (SaaS), but which investors in May 2026 are increasingly applying to hardware companies like AMD due to their fierce, subscription-like AI growth. The rule states that a healthy growth company should have a sum of annual revenue growth and margin (EBITDA or Free Cash Flow) that is equal to or higher than 40 %. Right now, AMD crushes the Rule of 40 with a score of around 60–63 %. Why does AMD meet the rule? (The calculation in 2026) Looking at AMD's financial figures for the first quarter of 2026, the score is distributed as follows: Revenue Growth (Revenue Growth): ~35 % – 38 % In Q1 2026, AMD reported year-over-year revenue growth of 37.85 % (up to 10.3 billion USD), driven by enormous demand for their MI300-series AI chips and EPYC server processors. Cash Flow Margin (FCF Margin): ~25 % Thanks to higher gross margins on AI hardware, AMD's free cash flow has skyrocketed. The company's FCF margin is now stable at around 25.03 %. Total score: Since 63 % is significantly higher than the 40 % requirement, AMD is classified as a financially extremely healthy growth company by this metric. Why is this important for AMD right now? The balance between growth and profitability: Historically, companies have either had extreme growth (but lost money) or been very profitable (but grown slowly). That AMD manages to grow by almost 40 % while generating billions in pure cash flow, shows enormous market power. AI efficiency: The Rule of 40 success proves that AMD's large investments in research and development (R&D) in recent years are bearing fruit. They manage to scale up the production of AI chips without costs eating up the entire profit. Valuation: Companies that consistently stay above 40 % on this metric are almost always rewarded with higher multiples (P/E and P/S ratio) on the stock exchange because the risk for investors is lower. REF: GEMINI·1 t sittenYou forget to mention that GAAP operating margin fell from 17 % to 14 % sequentially in Q1. Rule of 40 is a metric designed for SaaS with predictable subscription revenues, not for hardware companies that are completely dependent on an AI investment wave holding up. Nvidia looked just as good on similar metrics in 2021 and fell 65 % the following year·54 min sittenAs already mentioned: "Rule of 40" is a well-known rule of thumb that was originally created for software companies (SaaS), but which investors in May 2026 are increasingly applying to hardware companies like AMD due to their fierce, subscription-like AI growth.
- ·1 päivä sittenHave sold a little bit of mine. I think semi has performed almost too well this year, if that's what it's called :-) Still believe in AMD and have a lot in them, I just think it's gone a bit too fast lately.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt