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

All Other Operating Income

Computing and Graphics Operating Income

Enterprise, Embedded and Semi-Custom Operating Income

Operating Income by Segment

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

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

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

Other sources

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.

Microsoft

NVIDIA

Nvidia investors looked to be heartened by signs of continued spending on hardware to power artificial-intelligence technology.

Nvidia Stock Gains. What Microsoft and AMD's Reports Mean for the Chip Maker.

Advanced Micro Devices, Inc. AMD shares were on a tear in premarket trading Wednesday after the chipmaker reported second-quarter results that exceeded expectations and guided running quarter's revenue above consensus.

AMD Skyrockets Over 9%, Lifting Along With AI Rival Nvidia: What's Going On

The dichotomy in Wall Street's reactions to the results from Microsoft Corp. and Advanced Micro Devices Inc. — two tech giants that have been investing heavily in AI — is a perfect example of the AI optics game.

Microsoft and AMD earnings show that AI remains a game of optics

Advanced Micro Devices, Inc. (NASDAQ:AMD ) Q2 2024 Earnings Conference Call July 30, 2024 5:00 PM ET Company Participants Mitch Haws - VP, IR Lisa Su - Chair and CEO Jean Hu - EVP, CFO and Treasurer Conference Call Participants Ben Reitzes - Melius Research Aaron Rakers - Wells Fargo Timothy Arcuri - UBS Ross Seymore - Deutsche Bank Matt Ramsey - TD Cowen Vivek Arya - Bank of America Securities Joe Moore - Morgan Stanley Toshiya Hari - Goldman Sachs Stacy Rasgon - Bernstein Research Harsh Kumar - Piper Sandler Blayne Curtis - Jefferies Tom O'Malley - Barclays Chris Danely - Citi Operator Greetings, and welcome to the AMD Second Quarter 2024 Conference Call. At this time, all participants are in a listen-only mode.

Advanced Micro Devices, Inc. (AMD) Q2 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Advanced Micro (AMD) give a sense of how the business performed in the quarter ended June 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Advanced Micro (AMD) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Advanced Micro Devices (AMD) reported second-quarter sales that beat analysts' expectations, driven by record revenue from its data center segment.

AMD Stock Surges on Record Data Center Revenue

Advanced Micro Devices (AMD) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.58 per share a year ago.

Advanced Micro Devices (AMD) Q2 Earnings and Revenues Top Estimates

Advanced Micro Devices, Inc. reported solid Q2 beats for its top and bottom lines on Tuesday. The company was guided to strong revenue growth for Q3 that was more than analysts were looking for. Even with shares dropping considerably from their highs, the valuation here isn't entirely appetizing just yet.

AMD Regains Its Footing With Solid Q2 Report

Advanced Micro Devices report that its revenues for the second quarter were $5.8 billion, up 9% from a year ago and above analyst expectations.

AMD's Q2 revenue grows 9% to $5.8B, beating analyst expectations

Revenue of $5.835 billion surpasses management's midpoint expectation of $5.7 billion ± $300 million. Data Center revenue skyrocketed by 115% year-over-year to $2.8 billion.

Advanced Micro Devices Boosts Q2 Earnings

Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) reported stronger-than-expected second-quarter earnings, driven by robust demand for its artificial intelligence (AI) chips. The company's positive performance led to a forecast of third-quarter revenue that exceeds analyst expectations.

AMD forecasts Q3 revenue above estimates on strong AI chip demand

Chipmaker AMD beat analyst estimates for the second quarter thanks to record sales of processors for data centers.

AMD Beats Q2 Targets On Record Data Center Sales

Advanced Micro Devices reported second-quarter earnings on Tuesday. Investors want to see AMD take market share away from its longtime rival Nvidia with its MI300X AI chip and signal growth in its data center AI business.

AMD says data center sales more than doubled in a year

Advanced Micro Devices forecast third-quarter revenue above market estimates on Tuesday, banking on demand for its artificial intelligence chips staying strong.

AMD forecasts third-quarter revenue above estimates on AI chip demand

SANTA CLARA, Calif., July 30, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced revenue for the second quarter of 2024 of $5.8 billion, gross margin of 49%, operating income of $269 million, net income of $265 million and diluted earnings per share of $0.16. On a non-GAAP( *) basis, gross margin was 53%, operating income was $1.3 billion, net income was $1.1 billion and diluted earnings per share was $0.69.

AMD Reports Second Quarter 2024 Financial Results

Apple

Amazon

Nasdaq futures are testing a key one year support level. It will be interesting to see if the levels hold as big tech prepares to announce earnings this week.

Nasdaq is testing a key support level, which stocks hold the key?

Salesforce

CrowdStrike

Cisco Systems

CyberArk Software

Dell Technologies

Alphabet

Intel

MongoDB

Netflix

ServiceNow

Oracle

Palo Alto Networks

UiPath

Palantir Technologies

QUALCOMM

Dan Ives predicts a tech bull market lasting 2-3 years, driven by Generative AI and investments in enterprise space. Qualcomm's Dr. Vinesh Sukumar on its partnerships and AI ambitions.

Tech Bull Market Just Getting Started - Dan Ives

AMD is set to announce its Q2 earnings but investors are eagerly waiting for an update on MI325 and MI 350 GPUs.

AMD investors anticipate key updates on new GPU line ahead of Q2 earnings

Broadcom

Nvidia's impressive growth backs up the meteoric surge in its stock price. AMD is transforming its business, but that has come at a high price.

Down Between 17% and 35% From Their 52-Week Highs, Should You Buy the Dip on Nvidia, Broadcom, and AMD?

Advanced Micro Devices, Inc.'s AMD quarterly report assumes importance as it will likely give a foretaste of how artificial intelligence-related spending panned out during the quarter. The Santa Clara, California-based chipmaker is due to announce its results after the market close Tuesday.

AMD Q2 Report Looms As Nvidia Rival Struggles With Key Headwinds: Will 'Overcorrected' Stock Vindicate Itself?

Advanced Micro Devices, Inc. stock has tumbled by nearly 40% since March, underperforming industry peers and the broader stock market. I upgraded AMD to a “Hold/Neutral” rating in early-May due to positive trends in its Data Center business and significant valuation moderation. However, AMD is still running ahead of business fundamentals, and the 5-year expected CAGR return is unattractive heading into AMD's Q2 report, which is set to be released later tonight.

Down 40% In 4 Months, Is AMD Stock A Buy Ahead Of Earnings?

Wall Street is likely to tenaciously hold onto the slender optimism ahead of a slew of earnings from notable companies and the Federal Reserve's two-day rate-setting meeting that gets underway on Tuesday. Traders appear to be overlooking some negative tech earnings released late Monday as they factor in better performances by their mega-cap counterparts.

Nasdaq, S&P Futures Rise As Microsoft, AMD Earnings Take Spotlight: Will Fed Provide 'Turbo Boost' For Market? Analyst Weighs In

Global X Artificial Intelligence & Technology ETF

Weakness has become an opportunity for best-of-breed AI stocks. For one, the rotation out of tech in favor of small-cap stocks, while painful, is temporary.

3 AI Stocks That Could Make Your Summer Unforgettable

Shareholders will focus on the chip maker's guidance for artificial-intelligence-chip revenue when the company reports second-quarter earnings after the close.

AMD's AI Chip Guidance Means More Than Earnings

Chip designer Advanced Micro Devices (NASDAQ: AMD ) reports second-quarter (Q2) earnings on July 30 and the stock could move higher as a result. Expectations are lofty heading into the Q2 print.

News for Advanced Micro Devices Stock (AMD)