Revenue segments as reported by the company.

Computing and Graphics

Enterprise, Embedded and Semi-Custom

Data Center

Client

Gaming

Embedded

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Amortization of acquisition-related intangibles

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Advanced Micro Devices

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Computing & Graphics, and Enterprise, Embedded and Semi-Custom. The Computing and Graphics segment includes desktop and notebook processors and chipsets, discrete and integrated graphics processing units, data center and professional GPUs and development services. The Enterprise, Embedded and Semi-Custom segment includes server and embedded processors, semi-custom System-on-Chip products, development services and technology for game consoles. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

AMD reports record 2022 revenue, eyes growth with upcoming launches

AMD's strong 2022 performance was driven by Data Center and Embedded segments, offsetting declines in Client and Gaming segments.
Upcoming product launches like the MI300 chip and focus on AI acceleration present growth opportunities.
Challenges include competitive pricing impacting margins and anticipated drops in revenue for the first quarter.
Overall, AMD remains optimistic about market trends and maintains gross margin resiliency.

AMD reports resilient Q1 performance, eyes growth in Data Center and AI markets

AMD's Q1 performance showcased resilience with revenue exceeding expectations, despite challenges in enterprise sales and declining margins.
The company's strategic focus on AI, upcoming product launches, and synergies with Xilinx position AMD for growth in the Data Center and AI markets.
While facing challenges in certain segments, AMD remains optimistic about opportunities for market share growth, product expansion, and revenue stability.
Overall, AMD's performance in Q1 reflects a mix of strengths, challenges, and opportunities that set the stage for future growth and competitive positioning.

AMD reports mixed Q2 results, eyes AI growth opportunities

AMD's Q2 performance reflected mixed results across segments, with revenue declines in some areas offset by growth in others, showcasing resilience and strategic focus.
Despite challenges in certain segments and supply chain concerns, AMD's strengths in AI, upcoming product launches, and market expansion present significant growth opportunities.
The company's strategic initiatives in AI, datacenter, and new market entries position them well for future growth and market share expansion, despite short-term challenges.
Overall, AMD's focus on innovation, strategic partnerships, and addressing key market opportunities bode well for their continued growth and competitive positioning.

AMD reports robust Q3 earnings, eyes AI and Data Center growth

AMD delivered strong Q3 results driven by Data Center and Client segment growth, despite declines in Gaming and Embedded segments.
Strategic acquisitions and product expansions position AMD well for future growth in AI and Data Center markets.
Challenges include soft industrial sector demand and weak communications end market, offset by opportunities in AI and PC market growth.
Overall, AMD's focus on high-end segments and AI capabilities bode well for continued success and margin expansion in 2024.

AMD reports robust Q4 performance, eyes growth in data center

AMD's Q4 2023 performance showcased strength in data center and client segments, with upcoming product launches and strong customer demand driving growth.
While facing challenges in gaming and embedded segments, AMD is well-positioned to capitalize on growth opportunities in 2024 through its competitive product portfolio.
With a focus on innovation and market competitiveness, AMD aims to maintain its strong performance and market share in the long term.

AMD reports robust Q1 performance, eyes AI growth opportunities

AMD delivered a strong Q1 performance, driven by robust growth in the Data Center and Client segments, despite challenges in Gaming and Embedded businesses.
The company's strategic focus on AI, data center expansion, and product innovation positions it well for future growth opportunities.
While facing challenges in certain segments, AMD's outlook for Q2 2024 remains positive, with expectations of revenue growth and continued momentum in the data center and client segments.
Overall, AMD's performance reflects a balanced mix of strengths, challenges, and opportunities, signaling a strategic approach to drive growth and profitability.

AMD reports stellar Q2 results, eyes AI expansion for growth

AMD's Q2 2024 showcased robust financial performance, marked by revenue growth, margin improvement, and strong customer engagements.
While facing challenges in certain segments, the company's strategic strengths in AI, partnerships, and acquisitions position it for future success.
Opportunities lie in exceeding revenue projections, launching new AI products, and driving further growth through product innovation and market expansion.
Overall, AMD's performance highlights resilience, innovation, and a strategic focus on AI-driven solutions for sustained growth and profitability.

AMD reports record Q3 revenue driven by Data Center strength

AMD delivered robust Q3 results with record revenue, driven by strong performance in Data Center and Client segments. Despite challenges in Gaming and Embedded segments, the company's strategic focus on AI and continued market share gains position it well for future growth.

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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

The chip designer has found a niche with AI inference.

AMD Stock Slides. Are There Cracks in the AI Infrastructure Story?

Apple

NVIDIA

Palantir Technologies

The New York State Common Retirement Fund sold Palantir, Apple, and Nvidia stock, and bought more AMD shares in the third quarter.

Big Pension Sold Palantir, Apple, and Nvidia Stock. It Bought AMD.

AMD investors sent the stock tumbling as the market turned more cautious over its AI growth inflection. AMD's forward guidance missed Wall Street's estimates, suggesting the market has tempered its enthusiasm. However, AMD's forward adjusted PEG ratio is more than 40% below its tech sector median, highlighting the market's significant pessimism.

AMD: AI Pessimism Makes Little Sense

Advanced Micro Devices, Inc.'s Q3 2024 results showed an 18% revenue increase, driven largely by a 122% growth in its Data Center segment, now comprising over half of total revenue. AMD raised its 2024 AI revenue forecast from $2 billion to $5 billion and outlined a multi-generational product roadmap through 2026. Despite Nvidia's lead, AMD's focus on AI data centers offers high growth potential at more attractive valuation multiples. Continued AI demand and product cadence could drive re-pricing of AMD stock.

AMD's Q3 Signals Accelerated AI Push With Record Data Center Revenue

The semiconductor design company is experiencing mixed results across various business segments.

Should You Buy AMD Stock on the Dip?

Monolithic Power Systems

Marvell Technology

This year has been largely one of the haves and the have-nots in the semiconductor industry. Statistical measurements show a skewed relationship between the winners and losers.

3 Chip Stocks Expected to See Accelerating Sales Growth

Advanced Micro Devices experienced a significant pullback following a slight miss on 4Q revenue and a weaker-than-expected margin profile, leading to an in-line EPS result for 3Q. Its Data Center GPU business remains robust in 3Q, driven by strong AI demand that accelerates overall revenue and EPS growth, despite a declining Gaming and Embedded revenue. Despite anticipated gross margin expansion in 4Q, AMD management noted that the margin profile is currently below the corporate average as the company prioritizes demand growth.

AMD: Q3 Earnings Reset Expectations, Growth Acceleration Phase Warrants Higher Valuation

Advanced Micro Devices, Inc.'s recent sell-off (over 10%) raises a key question — does 'buy when others are fearful' apply? Some analysts raised concerns about future growth prospects, but their approach may not apply to long-term oriented investors. I don't expect AMD to overthrow Nvidia, but I believe it will still have enough room to expand, gain market share, and benefit shareholders.

Advanced Micro Devices Brought Impressive Q3 Results: Buy When Others Are Fearful

Shares of Advanced Micro Devices Inc (NASDAQ:AMD) are extending yesterday's 10.6% post-earnings drop , down 3.1% at $144 at last glance and breaking into negative territory for the year.

Chip Stock Due for Short-Term Bounce

Meta and AMD Race to Meet Demand for AI With Infrastructure Push

I maintain a Buy rating on Advanced Micro Devices, Inc. shares despite short-term valuation concerns, as Q3 results highlighted strong AI-driven growth in the Data Center segment. AMD's Q3 revenue reached $6.8 billion, beating estimates, with Data Center revenue up 122% year-over-year, driven by AI demand. Weakness in the Gaming and Embedded segments is overshadowed by AI growth; management would be wise to focus capital on Data Center opportunities for now.

AMD Q3: Buy The Dip As Data Center Growth Is What Counts

Innovative AMD 3D V-Cache Technology Expands Portfolio of Leadership Desktop Processors Innovative AMD 3D V-Cache Technology Expands Portfolio of Leadership Desktop Processors

The Gaming Legend Continues — AMD Introduces Next-Generation AMD Ryzen 7 9800X3D Processor

Microsoft

24/7 Wall St. Insights Advanced Micro Devices Inc. (NASDAQ: AMD) and Microsoft Corp.

AI Is Starting to Hurt Earnings, and It Could Get Worse

Advanced Micro Devices Inc  AMD analysts make a case for the company to gain market share in several sectors as it works to compete against  NVIDIA  Corp NVDA and grow its AI business, as evidenced in  third-quarter results.

AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry

To gain an edge, this is what you need to know today.

AMD Earnings Show Power Of Nvidia Software, ADP Data Defies Expectations

AMD's GPU sales are nearing CPU sales, driven by AI data center demand. AMD raised its 2024 GPU sales forecast to over $5 billion, up from $4.5 billion.

AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.

Advanced Micro Devices' Q3 2024 results reflect robust Client and Data Center revenues, offsetting weakness in the Gaming and Embedded segments.

AMD Q3 Earnings Beat Estimates, Shares Down on Weak Q4 View

Alphabet

Alphabet leads tech as Nasdaq hits highs, while AMD and Super Micro slump on earnings misses. Mixed signals keep investors cautious on US stock outlook.

S&P500 and Nasdaq Index: Cloud Gains Lift Alphabet, but AMD Drags on Market

We're upgrading Advanced Micro Devices, Inc. stock to a buy from sell as the AI outlook is tampered for now. AMD just reported 3Q24 results and a softer-than-expected outlook for Q4 and tailing whisper numbers of AI GPU sales at $5B vs. $6B, causing the stock to pullback over 9%. Our negative thesis on AMD lacking material upside to current AI growth expectations continues to be at play, but we see a window for an intra quarter trade.

Tempered AI Outlook, For Now -- Upgrading AMD To Buy For Intra-Quarter Trade

Advanced Micro Devices, Inc. stock is nosediving in light of reporting its Q3 2024 results despite beating consensus estimates. AMD's guidance for Q4 falling short of analyst estimates is the perceived culprit. However, there's a silver lining to this double-digit dip in AMD stock. Read on to learn more.

AMD: Su Fumbles, Stock Tumbles, But There's A Silver Lining (Rating Downgrade)

AMD showed some strong momentum in artificial intelligence in Q3. So why is the stock sinking?

Why AMD Stock Is Plummeting Today

Although NVIDIA Corp NVDA has dominated the AI chip market to date, Advanced Micro Devices, Inc. AMD CEO Lisa Su believes AMD will continue to see significant growth in the AI space — and she's not alone.

AMD Making 'Great Progress' With AI Giants: Jim Cramer Says AI Chip Story Is 'Not Just Jensen Huang'

Advanced Micro Devices is one of the worst S&P 500 stocks Wednesday after the chipmaker's Q4 outlook left Wall Street wanting more.

Advanced Micro Devices Stock Sinks on Dismal Guidance. What to Know

Bank of America analysts have repeated backing for Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) (AMD) as underwhelming guidance offers scope for a “much-needed reset”. AMD on Tuesday laid out expectations for revenue to sit between $7.2 billion and $7.8 billion in the fourth quarter, against market expectations for just over $7.5 billion.

AMD guidance miss offers ‘much-needed reset' - Bank of America

While a low Q4 revenue outlook is touted as a factor for Advanced Micro Devices' stock dropping despite earnings meeting expectations in Q3, this isn't a driving factor. AMD revenue earnings for 2024 are trending toward being largely identical to that of FY 2023, thus dashing investor convictions on forward growth. The company continues to lose revenue segment diversification benefits. The rise of “data center” revenues pits it squarely against Nvidia in the years to come.

News for Advanced Micro Devices Stock (AMD)