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AMD 2010 Financial Analyst Day

Emilio Ghilardi
Senior Vice President and Chief Financial Officer

November 9, 2010
Agenda


 A Simple Strategy

 Sell-in and Sell-out

 Our Customers




      3 | AMD 2010 Financial Analyst Day | November 9, 2010
A Simple Strategy

    Objective

Profitable Growth

    Strategy

 Key Partnerships across
 the entire PC ecosystem


  Sell-in:         Co-design winning platforms

  Sell-out: Make the platforms successful in the market

     4 | AMD 2010 Financial Analyst Day | November 9, 2010
Targeting the Entire Ecosystem




                                                      Local OEMs
                                                     & Component     Consumers
                                                        Channel


        ODMs                                           Global           SMB
                                                      PC Players

                                                                    Public Sector/
                                                             ISVs     Enterprise



     5 | AMD 2010 Financial Analyst Day | November 9, 2010
6 | AMD 2010 Financial Analyst Day | November 9, 2010
Courtesy of Apple



            7 | AMD 2010 Financial Analyst Day | November 9, 2010
8 | AMD 2010 Financial Analyst Day | November 9, 2010
9 | AMD 2010 Financial Analyst Day | November 9, 2010
10 | AMD 2010 Financial Analyst Day | November 9, 2010
11 | AMD 2010 Financial Analyst Day | November 9, 2010
12 | AMD 2010 Financial Analyst Day | November 9, 2010
13 | AMD 2010 Financial Analyst Day | November 9, 2010
14 | AMD 2010 Financial Analyst Day | November 9, 2010
We Have Never Had So Many Exciting Products...




    15 | AMD 2010 Financial Analyst Day | November 9, 2010
Our Customers’ Point of View





            Sell-in:




    16 | AMD 2010 Financial Analyst Day | November 9, 2010
We Will Continue to Invest in Sales Coverage




                                                                            Public Sector
     Consumer                                                 SMB            Enterprise
   Go-to-Market                                     Go-to-Market           Go-to-Market

 Retail headquarters and                        Distributors and      Sales coverage of Global
  stores coverage                                 resellers coverage     Fortune 2000 enterprise
  leveraging OEMs’                                                       accounts and selected
  Go-to-Market investments                                               public sector entities


     17 | AMD 2010 Financial Analyst Day | November 9, 2010
We will Optimize ‘One Profitable AMD Channel’
                                                       Win Graphics
                                                       Board Channel       Expand Coverage with
       Drive Component                                                      AMD Fusion Partner
      and SMB Alignment                                                          Program




                                                     Leverage graphics
                                                      leadership in
                                                      high-growth market

       Leverage sales                                                          Broader and
        resources across                                                         deeper channel
        Component and                                                            coverage
        System Partners


    18 | AMD 2010 Financial Analyst Day | November 9, 2010
Plenty of Opportunities
                                                        3 Year CAGR 2011-2013
2010 Regional Client Markets
(Millions of Units)                                                             15%
                                                                                                                          14.1%
140
                                                                     118.7
120
100            82.9                     81.2             72.7                   12%
 80
 60
                                                                                                   9.5%
 40                                                                                                            9.1%
 20                                                                             9%

   0
               North                    Western         Greater       Rest of
              America                   Europe           China        World
                                                                                6%
                                                                                       4.4%
  2010 Regional Server Markets
  (Millions of Units)
  4                                                                             3%
               3.2
  3


  2                                      1.7                          1.8       0%
                                                                                       Server      Client     Server      Client
                                                          1.0
  1                                                                                       Developed               Emerging
                                                                                           Markets                 Markets
  0
              North                     Western          Greater      Rest of
                                                                                 Developed Markets are defined as North America,
             America                    Europe            China       World
                                                                                 Western Europe, and Japan / Korea.
       Source: AMD Internal Estimates                                            All remaining regions make up the Emerging Markets.




            19 | AMD 2010 Financial Analyst Day | November 9, 2010
Perfecting the Execution of a Simple Strategy

    Objective

Profitable Growth

    Strategy

 Key Partnerships across
 the entire PC ecosystem


  Sell-in:          Co-design winning platforms

  Sell-out: Make the platforms win in the market

     20 | AMD 2010 Financial Analyst Day | November 9, 2010
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.




        21 | AMD 2010 Financial Analyst Day | November 9, 2010

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04 amd fad2010 emilio_ghilardi_final

  • 1.
  • 2. AMD 2010 Financial Analyst Day Emilio Ghilardi Senior Vice President and Chief Financial Officer November 9, 2010
  • 3. Agenda  A Simple Strategy  Sell-in and Sell-out  Our Customers 3 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 4. A Simple Strategy Objective Profitable Growth Strategy Key Partnerships across the entire PC ecosystem  Sell-in: Co-design winning platforms  Sell-out: Make the platforms successful in the market 4 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 5. Targeting the Entire Ecosystem Local OEMs & Component Consumers Channel ODMs Global SMB PC Players Public Sector/ ISVs Enterprise 5 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 6. 6 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 7. Courtesy of Apple 7 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 8. 8 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 9. 9 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 10. 10 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 11. 11 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 12. 12 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 13. 13 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 14. 14 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 15. We Have Never Had So Many Exciting Products... 15 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 16. Our Customers’ Point of View
 Sell-in: 16 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 17. We Will Continue to Invest in Sales Coverage Public Sector Consumer SMB Enterprise Go-to-Market Go-to-Market Go-to-Market  Retail headquarters and  Distributors and  Sales coverage of Global stores coverage resellers coverage Fortune 2000 enterprise leveraging OEMs’ accounts and selected Go-to-Market investments public sector entities 17 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 18. We will Optimize ‘One Profitable AMD Channel’ Win Graphics Board Channel Expand Coverage with Drive Component AMD Fusion Partner and SMB Alignment Program  Leverage graphics leadership in high-growth market  Leverage sales  Broader and resources across deeper channel Component and coverage System Partners 18 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 19. Plenty of Opportunities
 3 Year CAGR 2011-2013 2010 Regional Client Markets (Millions of Units) 15% 14.1% 140 118.7 120 100 82.9 81.2 72.7 12% 80 60 9.5% 40 9.1% 20 9% 0 North Western Greater Rest of America Europe China World 6% 4.4% 2010 Regional Server Markets (Millions of Units) 4 3% 3.2 3 2 1.7 1.8 0% Server Client Server Client 1.0 1 Developed Emerging Markets Markets 0 North Western Greater Rest of Developed Markets are defined as North America, America Europe China World Western Europe, and Japan / Korea. Source: AMD Internal Estimates All remaining regions make up the Emerging Markets. 19 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 20. Perfecting the Execution of a Simple Strategy Objective Profitable Growth Strategy Key Partnerships across the entire PC ecosystem  Sell-in: Co-design winning platforms  Sell-out: Make the platforms win in the market 20 | AMD 2010 Financial Analyst Day | November 9, 2010
  • 21. 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. 21 | AMD 2010 Financial Analyst Day | November 9, 2010