Entering text into the input field will update the search result below

AMD Ryzen Pro Unexpected Launch Indicates Surprises Ahead


  • AMD released Ryzen PRO ahead of schedule in a tame launch.
  • Nevertheless, HP's adoption, as well as adoption by other top tier vendors, will meaningfully push up 2017 prospects.
  • We see 2017 consensus as too low and expect that analysts will start moving the numbers up soon.

On June 29th, Advanced Micro Devices (NASDAQ:AMD) unexpectedly launched its Ryzen PRO desktop product line to little fanfare. Ryzen PRO comes with a unique set of security and support attributes (see image below) and is targeted toward enterprise audience.

AMD management, at Financial Analyst Day in May, indicated that Ryzen PRO would be rolled out in Q3. The image below indicates that Ryzen 3 would launch in early Q3 followed by Ryzen PRO later in Q3. However, with late June launch, Ryzen PRO has been moved up ahead of Ryzen 3.

In other words, the launch was a positive surprise, and should have been seen as good news by investors.

However, AMD press release of the launch had very little in the form concrete OEM support or availability – something we see at impactful launches such as the recent EPYC launch.

Underwhelmingly, the press release claimed, “​Broad Adoption of Ryzen PRO Powered Desktop PCs Expected from Global OEMs and Others” without mentioning any names. When it came to availability, the press release claimed: “The world's largest suppliers of commercial client desktops are expected to provide Ryzen PRO-based PCs to businesses worldwide in the second half of 2017. “

The bottom line was that the press release was weak and investors may have wondered why the Company did so. Consequently, it is no wonder that that stock continued with its recent downdraft in spite of the press release (image below from Google Finance).

Why did AMD even bother to pull in the launch schedule for such a tame launch?

We may have gotten a partial answer to that question on Friday, when it became known that HP (HPE) has adopted Ryzen PRO in a family of business PCs. This news, which was also picked up by Fortune after

This article was written by

EnerTuition profile picture
Leader of Beyond The Hype
Where emerging technology and truth converge.

Author of Beyond the Hype, a comprehensive emerging technology stock analysis and discussion service on Seeking Alpha Marketplace. Currently, we focus on identifying and investing in the semiconductor, renewable energy, storage, EV, autonomous vehicle, CPU, and GPU markets.

Beyond the Hype is different because it is dedicated to cutting through management and Wall Street commentary and providing fresh and insightful perspectives from a mid-market M&A consultant specializing in the technology and energy industries who's also been an individual Investor for over 25 years. The platform is about growth oriented investments primarily in market leaders and technology leaders. Investment philosophy is long term buy and hold with average holding time of several years.

Beyond the Hype is different because it is dedicated to cutting through management and Wall Street commentary and providing fresh and insightful perspectives on companies and investments. We see through hype, show the true value of companies, and make investments safer. A lot of views tend to be controversial, against the grain, and remarkably accurate.

In investing, people typically talk about high risk, high reward. At Beyond The Hype, we would like to do a little better. Our motto is: Low Risk, High Reward

Analyst’s Disclosure: I am/we are long AMD, GOOG. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.