First negative experience with @dpd_support. Ordered something that I needed ASAP. Bit frustrated that it said 5-6pm. Suddenly got a note through the door at 5:15 saying missed delivery. They didn't try to knock on the door - checked security camera and just a small postbox tap
Postbox is soundproofed, like most modern ones are. Security camera shows he waited for 18 seconds, didn't try any other form of knocking, and left. Online tracking has a photo of the parcel outside the door. I'm literally sitting in the room next to the door, didn't hear a thing
Trying to ask online to get the driver to retry today, he hasn't gone too far, but they're saying no. Have to wait until tomorrow. In the past, DPD has called me if they've not had a response at the door. No phone call this time. I'm told they don't have company phones to do this
After I tried to ask for more clarity on the policy about returning, two new people joined the chat then everyone seemed to have left. It's gone back to the AI answering my chat and not understanding. This is really really poor.
So for what it's worth, the online chat didn't resolve any issue, and even worse, cut me off. The delivery driver did the absolute bare minimum (and I have the video) of which I'd expect from one of the lower-cost carriers.
Dang it DPD, you were the chosen one.
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$INTC margins crater for 2024 Q3.
DCAI/NEX up, rest down 🧵
vs 23Q3
💵 Revenue $13.3b, down 6% (Guide 13b)
📈 Gross Margin 15% GAAP, down 27.5pp (Guide 34.5)
💰 Net Income -$16.6b, down from $0.3b
🪙 EPS -$3.88, down from $0.07
Outlook:
💵 Revenue $13.8b, +- $500m
📈 GM 36.5%
➡️Foundry $4.35b, down 8% from $4.83b
➡️DCAI $3.35b, up 9% from $3.08b
➡️CCG $7.33b, down 7% from $7.87b
➡️NEX $1.51b, up 4% from $1.45b
➡️Altera $0.41b, down 44% from $0.74b
➡️MBLY $0.48b, down 8% from $0.53b
Employee count, as of Sep 28, is at 124.1k - down 1200 from last quarter. Not quite the 15k announced quite yet.
$AMD hits a record quarter for 2024 Q3. Their best ever. 🧵
💵 Revenue $6.819b, up 18% YoY
📈 Gross Margin 54%/50%, up 3pp YoY
💰 Op Income $724m, up from 224m
🪙 EPS $0.47, up 161%
Outlook:
💵 Revenue $7.5b, +- $300m
📈 GM 54%
Datacenter - EPYC, Instinct
➡️ Revenue $3.549b, up 122% YoY from $1.598b
➡️ Operating Income $1.041b, up from $0.306b
➡️ Operating Margin 29% , up from 19% YoY
Launched Turin, MI325X. Strong cloud pickup on MI300X, announced the acquisition of ZT Systems.
Client - Ryzen, Ryzen AI
➡️Revenue $1.881b, up 29% YoY from $1.453b
➡️Operating Income is $276m, up from $140m YoY
➡️Operating Margin is 15%, up from 10% YoY
New Ryzen AI 300 mobile devices, ramped Ryzen 9000 desktop, X3D due 7th Nov.