9Lun·

Can PS5 Pro end the correction at $AMD (-1,88 %) end?

In my stock analysis from February 11: https://investorsapiens.de/amd-aktie-prognose-2025-ki-beschleuniger/#AMD_Aktie_Chartanalyse I mentioned AMD's weakening gaming division, among other things. Among other things, the decline in sales was due to the two consoles XBOX and PS5, which were and are no longer bestsellers after four years.

A new sales boost could come from Sony today at 5pm. Sony is presenting the new PS5 Pro console today, which will once again rely entirely on AMD technology.

https://www.pcgameshardware.de/Playstation-5-Konsolen-265878/News/Vorstellung-der-neuen-Spielkonsole-1455409/

This could in turn help AMD's share price and end the correction.

11 Comentarios

Fynn@Fynn-

9Lun

Don't you think this information is already priced in? :)

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Tim@investorsapiens

9Lun

@Fynn- I don't expect any price fireworks. However, the next quarterly figures could lead to rising sales in the gaming division, which in turn could support the share price. I'm more interested in whether the share price will continue to fall or whether the correction will soon come to an end. And the PS5 Pro will probably have a more positive effect on the share price

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Chris@1Chrischi1

9Lun

the new xbox is supposed to be coming soon. won't it also be equipped with an amd cpu?

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Lukas M.@Lukas2998

9Lun

@investorsapiens The rising revenues from PS5 sales are already priced in. This will only have an impact on the share price if sales are significantly better than expected.

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Tim@investorsapiens

9Lun

@Lukas2998 As with all companies and products. Everyone knows that a new iPhone comes out every year. Nevertheless, it is different every year.

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Fynn@Fynn-

9Lun

@investorsapiens What makes you think that more consoles will be sold this year?

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Tim@investorsapiens

9Lun

@Fynn- Anyone who wanted a PS5 already has one. The market is more or less saturated. Now a new console is coming out, there will be many who will upgrade from the PS5 to the PS5 Pro. So there will probably be more buyers for the PS5 Pro than in the last few years for the PS5, which is already 4 years old.

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Fynn@Fynn-

9Lun

@investorsapiens I had a completely different opinion. But if you're sure, go for it. :)

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Tim@investorsapiens

9Lun

@Fynn- In the end, the share price doesn't care what you and I think. In 6-12 months we will see where the journey takes us ;)

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Fynn@Fynn-

9Lun

@investorsapiens completely correct.

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Tim@investorsapiens

9Lun

After the PS5, PS5-Pro, the next-generation console PS6 also goes to $AMD

https://de.tradingview.com/news/reuters.com,2024:newsml_L8N3KY0H4:0/

The most important points:

Intel to lose PlayStation 6 chip contract to AMD in 2022, insiders say
Dispute over profit margins blocked Intel-Sony deal, they say
According to insiders, the PlayStation deal could have generated 30 billion dollars in revenue

Intel $INTC has lost a contract to design and manufacture Sony's PlayStation 6 chip in 2022, dealing a major blow to the company's efforts to build its fledgling contract manufacturing business, according to three insiders familiar with the events.

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