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.

Intel

There are some valid reasons why I feel that investors should avoid microchip stocks this year. Although the long-term potential of these companies is solid, in the short-term, they could underperform the broad indices such as the Nasdaq, thus leading to disappointing results for bagholders.

3 Reasons Why You Should Avoid Microchip Stocks in the Near Future

AMD's fourth-quarter 2023 results reflect robust Client and Data Center revenues that offset weakness in the Gaming and Embedded segments.

AMD Q4 Earnings In Line, Top Line Aided by Solid Client Growth

The shares dropped despite the company's massive increase in sales guidance for its AI chips.

AMD Stock Shows the Bar for AI Plays Is Moving Higher

AMD's fourth-quarter earnings showed solid growth but inspired a swooning market reaction. Sales forecasts for the next quarter fell short of the average analyst projection.

Why AMD Stock Fell as Much as 5.5% This Morning

Microsoft

Super Micro Computer

Examining insights from top AI players, Super Micro Computer, Advanced Micro Devices, and Microsoft tells us that the AI revolution is alive and well.

The AI Renaissance: Insights from 3 AI Juggernauts

Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) earnings for the fourth quarter of 2023 "just exceeded" expectations but the market's disappointed reaction to guidance for 2024 is "missing the forest the trees", according to analysts at Wedbush. Revenues for Q4 beat the Wall Street average forecast and earnings per share were in line, but guidance for the first quarter of this year was "slightly below" consensus, the analysts said.

AMD guidance on AI shows it is the 'clear number 2 to Nvidia' - analyst

Advanced Micro Devices (NASDAQ: AMD ) stock is falling on Wednesday after the semiconductor company reported it latest earnings. The bad news for AMD stock today doesn't come from its Q4 earnings, which beat estimates.

Why Is Advanced Micro Devices (AMD) Stock Down Today?

Advanced Micro Devices NASDAQ: AMD share price imploded following the Q4 release, but investors should not fear the move. The decline is a knee-jerk reaction to expected news, setting the market up for another run.

Advanced Micro Devices is at a significant turning point

Despite surpassing fourth-quarter revenue estimates, Advanced Micro Devices (AMD) shares fell sharply in pre-market trading Wednesday after the chipmaker issued current-quarter sales guidance that missed analysts' expectations amid softening demand for its PC chips and central processing units (CPUs).

AMD Stock Slumps on Disappointing Sales Forecast—Key Price Levels to Watch

Advanced Micro Devices Inc.'s earnings could make “an expensive stock even more so,” in the view of Bernstein analyst Stacy Rasgon.

AMD earnings could make its pricey stock even more expensive, this analyst says

Shares in Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) are heading for a 6% fall on Wednesday after results for the past quarter were better than hoped but guidance for the start of 2024 was worse. The semiconductor giant reported fourth-quarter results for 2023 after market close on Tuesday and, on an earnings call after, gave a bullish production for artificial intelligence (AI) chip sales this year, which appeared not to be bullish enough.

AMD retreats from all-time high as bullish AI guidance not bullish enough

High-flying semiconductor stocks slipped in trading before the bell on Wednesday after Advanced Micro Devices' disappointing current-quarter revenue forecast added to investor worries over sluggish demand for non-AI chips.

High-flying chipmakers hit after AMD's forecast falls short

NVIDIA

Advanced Micro Devices failed to impress investors with the guidance for its AI chip, the MI300X.

AMD Stock Price Plummets After Artificial Intelligence (AI) Chip Guidance Fails to Impress Investors -- Is This Also Bad News for Nvidia Stock?

Palantir Technologies

AI is a newer industry, but some companies have already established themselves as leaders. Some of these stocks have already soared, but future growth matters more.

Prediction: These Could Be the Best-Performing Artificial Intelligence Stocks Through 2030

Snowflake

History will show that 2023 was the year that AI stocks truly took off. Many investors are wondering if 2024 will be the same.

3 Once-in-a-Lifetime AI Stocks With Unprecedented Surge Potential

Advanced Micro Devices, Inc. (AMD) Q4 2023 Earnings Call Transcript

Although the revenue and EPS for Advanced Micro (AMD) give a sense of how its business performed in the quarter ended December 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Advanced Micro (AMD) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

AMD stock dropped after reporting weaker guidance than expected.

AMD Stock Drops After Earnings -- Is It Going Lower?

AMD's Q4 revenue totaled $6.2B, but saw FY23 revenues decline 4%. Gaming revenues are falling while data centers drive growth.

AMD Q4 revenues grow to $6.2B, but FY23 revenue down 4%

Chipmaker Advanced Micro Devices delivered mixed fourth-quarter results and guided lower than views for the current period.

AMD Stock Falls As Chipmaker Guides Below Views For Current Quarter

AMD makes graphics processing units, or GPUs, which are needed to train and deploy generative artificial intelligence models. While that market is currently dominated by Nvidia, AMD has said that its new AI chips introduced last year will challenge Nvidia's H100 GPUs for some applications. Nvidia said it saw “strong growth” in server GPU sales during the quarter.

AMD shares fall as first-quarter forecast comes in light

Chipmaker Advanced Micro Devices forecast first-quarter revenue below market estimates on Tuesday, as it grapples with uncertain demand for its AI server chips and a cyclical slump in sales of its programmable processors.

Chipmaker AMD forecasts quarterly revenue below estimates

SANTA CLARA, Calif., Jan. 30, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced revenue for the fourth quarter of 2023 of $6.2 billion, gross margin of 47%, operating income of $342 million, net income of $667 million and diluted earnings per share of $0.41. On a non-GAAP( *) basis, gross margin was 51%, operating income was $1.4 billion, net income was $1.2 billion and diluted earnings per share was $0.77.

AMD Reports Fourth Quarter and Full Year 2023 Financial Results

Raymond James lowered its rating on the stock from strong buy to outperform due to valuation reasons. The stock is likely to swing on today's earnings report after hours.

Why Advanced Micro Devices Stock Was Sliding Today

Advanced Micro Devices Inc. shares have rocketed some 80% since the company last posted earnings. That means the pressure is on heading into Tuesday afternoon's report.

News for Advanced Micro Devices Stock (AMD)