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

Gross Margin

Operating Margin

Profit Margin

Margins

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

SG&A

Amortization of acquisition-related intangibles

Licensing

Operating Expenses

Data Center Operating Income

Client Operating Income

Gaming Operating Income

Embedded Operating Income

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Computing and Graphics Operating Income

Enterprise, Embedded and Semi-Custom Operating Income

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Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

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

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Earnings data Q1 2022

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Earnings data Q1 2023

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Earnings data Q1 2024

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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.

Revenue

Cost of revenue

Gross profit

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Other

Operating income

EBITDA

Net income

Earnings per share

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Cash & equivalents

Receivables

Inventory

Non-current assets

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Intangibles

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Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

We believe AMD is only temporarily delayed in the AI race, attributed to the MI300's slower sampling in Q3'23 and production ramp in Q4'23. NVDA may have won the first round, as demonstrated by the raised FQ3'23 guidance and TSM's production ramp of AI chips through 2024. However, AMD may still take the lead by 2024, with early reports already suggesting that MI300 may potentially outperform H100.

AMD: Do Not Discount Its Prospects In The AI Race

AMD is launching two new graphics cards that go after the $449 to $499 price range. The RX 7700 XT and RX 7800 XT will battle NVIDIA's RX 40 series graphics cards.

AMD Battles NVIDIA With Two New Graphics Cards

AMD's data center revenue fell 11% in Q2 2023, while Nvidia's data center revenue grew by 171%. AMD fails to offer any meaningful product differentiators that would enable it to take market share from Nvidia in our view. Given AMD's competitive disadvantages, it is unlikely to enjoy the kind of profit margins that Nvidia has.

AMD Is Not Worth Buying

Palantir Technologies

Snowflake

We have entered the age of generative artificial intelligence ( AI ), and as a result, machine learning stocks are suddenly much more important. Machine learning is the process by which computers adapt without following explicit instructions.

3 Millionaire-Maker Machine Learning Stocks to Hold Through Thick and Thin

NVIDIA

Nvidia is soaring while AMD is being left behind. AMD investors will need to wait for their own "Nvidia moment" as the company plays catch up. Management is guiding for a significant acceleration in data center growth in the fourth quarter.

AMD And Nvidia: 2 Long-Term Winners Of Generative AI, But Only One Is A Buy

Enphase Energy

Marvell Technology

We might have seen the peak of the semiconductor stock market for quite a while. On Wednesday evening, chip investors were on top of the world.

3 Sorry Semiconductor Stocks to Sell in August Before It's Too Late

AMD investors were hammered despite the beat-and-raise quarter by Nvidia. The market is likely worried about AMD's ability to challenge Nvidia's AI market leadership. AMD buyers have fought to defend the $100 critical support zone but have yet to regain sufficient momentum. I believe investors are likely reflecting significant execution risks in AMD's AI opportunities. However, it's important to remember that AMD has demonstrated its execution prowess.

AMD: Doubling Down Opportunity As Investors Fled

Shares of Advanced Micro Devices fell nearly 7% on August 24th as the market's enthusiasm for AI stocks began to wane. I believe the negative market reaction can be attributed to profit-taking (Sell The News effect) after NVDA's strong report. AMD is in a weaker position compared to NVIDIA after the latter's strong quarterly report. There are concerns about AMD's diversification and the impact of rising interest rates.

AMD: 5 Reasons To Expect A Decline

AMD's sales of AI chips are expected to take off significantly in 2024. There is a good chance that AMD could see a huge revenue jump as the potential developments at its foundry partner suggest.

1 Artificial Intelligence (AI) Stock to Buy Hand Over Fist Before It Soars Like Nvidia

Intel

Taiwan Semiconductor Manufacturing

In the semiconductor industry, the foundation of progress lies within the complex architecture of semiconductors. With the advent of AI, the gears of innovation turn ever faster.

3 Semiconductor Stocks to Bet On for Financially Secure future

In its earnings report on Wednesday, Nvidia said sales this quarter will likely rise 170%, showing the company's dominance in artificial intelligence chips

Nvidia earnings scare away AMD, Intel investors as legacy chipmakers lose ground in AI

Wall Street is cheering Nvidia Corp.'s blowout results and outlook, but investors aren't extending that enthusiasm to the company's peers as the chip sector sells off sharply in the wake of the latest report.

Why AMD, Marvell, Intel and other chip stocks are falling after Nvidia earnings

NXP Semiconductors

Texas Instruments

When it comes to AI chip stocks, there are plenty of imitators. As a result, it makes it very difficult to know which ones to buy and hold through thick and thin.

3 Millionaire-Maker AI Chip Stocks to Hold Through Thick and Thin

AMD fell after rising ahead of Nvidia's earnings report. The company also made an AI-related acquisition today.

Why Advanced Micro Devices Fell Today

Broadcom

QUALCOMM

Semiconductors are a wildly popular investment industry with the demand for artificial intelligence chips surging.  Everyone knows NVIDIA Corporation (NASDAQ:NVDA), shares of which are up 3% Thursday afternoon on earnings that blew past expectations.

Other semiconductor stocks aren't basking in Nvidia's glow

Semiconductor stocks to watch in the stock market right now.

2 Semiconductor Stocks To Watch In Late-August 2023

Energy-efficient, high-performance AMD products and deep collaborations help solve the most important global challenges Energy-efficient, high-performance AMD products and deep collaborations help solve the most important global challenges

AMD Showcases How Innovation and Partnerships Advance Corporate Responsibility

Palo Alto Networks

AMD stock logged 69% gains so far in 2023, but it looks good for more, thanks to the growing adoption of AI chips. Palo Alto Networks delivered a solid earnings report and the company is relying on AI to power its long-term growth.

A Bull Market Is Coming: 2 Red-Hot AI Growth Stocks to Buy Hand Over Fist Before They Soar 40% to 85%

After reaching a peak of nearly $130 per share in June, AMD's (NASDAQ: AMD) stock price trajectory has taken a downturn over the last two months.

AMD stock eyes a breakout as ‘huge bull flag' emerges

Since offering a downbeat forecast early this month Advanced Micro Devices (NASDAQ: AMD ) stock is down. AMD has a market cap of $174 billion, about 7.3 times revenue.

Advanced Micro Devices Stock: The Bull Case vs. Bear Case

Nvidia Corp.‘s shares NVDA, +3.17% jumped 8% after the graphics-chip maker late Wednesday reported a 141% surge in data-center sales and record results, while shares of AI-rival Advanced Micro Devices Inc. AMD, +3.57% and third-party semiconductor foundry Taiwan Semiconductor Manufacturing Co. TSM, +2.15% both rose 3% following Nvidia's results. ASML Holding ASML, +1.44%, the microchip equipment maker, saw its stock rise by 2%.

Nvidia stock jumps after blowout quarter, boosting AMD and Taiwan Semi shares

Nvidia reported explosive AI GPU sales growth and signals supply will support higher growth going forward. Advanced Micro Devices' competing AI GPU chip, MI300, is set to hit the market in Q4 and has significant capacity secured. The company has significant upside with analyst estimates not factoring in massive upside potential from AI GPU sales.

AMD: Strong Read From Nvidia's AI GPU Surge

With investors focused this week on chip designer Nvidia Corp. and its expected surge in sales and earnings related to its chips to power AI applications in data centers, some may be looking for other chip companies to bet on.

These AI chip startups hope to challenge Nvidia, but it may take some time

Compass

Global X Dow 30 Covered Call ETF

iShares PHLX Semiconductor ETF

It's time to start buying the August stock-market weakness. But keep some purchasing power on hand to take advantage of weaker prices ahead.

4 reasons to start buying the August stock-market weakness — and what to buy

Apple

EVgo

MicroStrategy Incorporated

SentinelOne

After a roaring first half of 2023, traders have started looking at tech stocks to sell. There are various reasons for the recent dip in the tech sector.

News for Advanced Micro Devices Stock (AMD)