Once again I have another FedEx parcel that was supposed to arrive by noon. 11:58, get an email saying 'delivery exception, customer not available'. Have they been here yet? Nope.
They do this so that they can say they 'attempted' delivery in time. Keeps the success rates high.
This is how they bid for contracts with big companies, on success rates. But they lie.
Last time this happened they still delivered two hours later. But because they said 'attempted, no-one available' by the delivery time, it still counts +ve for the metrics. When it shouldn't.
This is also why some couriers refuse to show you where the delivery driver is on a map, or a # in the chain you are. They claim it's because they do midday pickups for orders made that day. The truth is they want as little evidence as possible that they missed targets.
Has anyone ever tried claiming postage back for a late delivery? Let me know how that went / how long it took.
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➡️ Data Center $1.3b
- down 11% YoY
- up 2% QoQ
➡️Client $997m
- down 54% YoY
- up 35% QoQ
➡️Gaming $1.6b
- down 4% YoY
- down 10% QoQ
➡️Embedded $1.5b
- up 16% YoY
- down 7% QoQ
Overall strong results vs expectation, but operating loss of $20m, yet net income gain of $27m. A mix of weakness in some markets and good strength in others.
Also, $135m to expand adaptive computing research operations in Ireland.
So Data Center:
➡️ Revenue $1.3b
- lower 3rd Gen EPYC sales
-- Enterprise demand was soft
-- Cloud inventory was elevated
- But revenue up 2% QoQ
-- 4th Gen EPYC CPU sales doubled
-- offset a decline in adaptive SoC DC
- MI300A and MI300X are sampling to HPC, cloud, and AI