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

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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

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

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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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.

NVIDIA

Nvidia Corporation's current premium valuation reflects its dominant market position, especially in AI and autonomous driving, while Advanced Micro Devices, Inc.'s lower valuation raises questions about its potential to catch up. Nvidia has a long-standing focus in the GPU domain, having introduced the first GPU in 1999. AMD deepened its GPU focus in 2006 and was a late entrant to AI. In various tech sectors like gaming and AI, Nvidia consistently leads in innovation, often launching new technologies 12-24 months ahead of AMD.

Why Nvidia's Stock Surge Should Worry AMD Investors

SANTA CLARA, Calif., Aug. 30, 2023 (GLOBE NEWSWIRE) -- Today, AMD (NASDAQ: AMD) announced it has published the source code for AMD Secure Encrypted Virtualization (SEV) technology, the backbone of AMD EPYC™ processor-based confidential computing virtual machines (VMs) available from cloud service providers including Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Compute Infrastructure (OCI).This release from AMD will drive greater transparency for the security industry and provide customers the opportunity to thoroughly review the technology behind confidential computing VMs powered by AMD EPYC processors."As a leader in confidential computing, we are committed to a relentless pursuit of innovation and creating modern security features that complement our ecosystem partners' most advanced cloud offerings," said Mark Papermaster, executive vice president and chief technology officer, AMD. “By sharing the underpinnings of our SEV technology, we are delivering transparency for confidential computing and demonstrating our dedication to open source. Involving the open-source community will further strengthen this critical technology for our partners and customers who expect nothing less than the utmost protection for their most valuable asset - their data.”“At Google Cloud, we are mission-focused on helping customers protect their data throughout its entire lifecycle,” said Jeff Reed, VP, Cloud Security, Google Cloud. “As the first cloud service provider to support AMD's encryption in use capability, this release represents another significant milestone in our long-standing collaboration to enable transparent, robust, confidentiality of data in process at Google Cloud.”“We applaud AMD's decision to make portions of their security firmware available for public inspection. This is totally in line with Azure confidential computing's philosophy of embracing open source and open sourcing our own code where practical.” Mark Russinovich, Azure CTO and Technical Fellow, Microsoft.

AMD Shares The Technical Details of Technology Powering Innovative Confidential Computing Leadership Cloud Offerings

CrowdStrike

Stocks connected to machine learning are synonymous with those connected to artificial intelligence. Machine learning falls under the umbrella of AI and relates to the use of data and algorithms to imitate human learning to improve accuracy.

3 Up-and-Coming Machine Learning Stocks to Put on Your Must-Buy List

Costco

Freeport-McMoRan

Fiserv Inc

Hilton Worldwide Holdings

Lam Research

ServiceNow

NXP Semiconductors

Oracle

PPG Industries

Tesla

Trade Desk

Vipshop Hlds

A couple weeks ago, I wrote about using moving averages to find optimal entry points  for buying call options on the SPDR S&P 500 ETF Trust (SPY).

16 Struggling Stocks to Buy on the Dip

Outlook Therapeutics Inc

Outlook Therapeutics Inc.'s stock OTLK, +10.16% tumbled 71% in premarket trade Wednesday, after the company said the U.S. Food and Drug Administration has issued a Control Response Letter for the company's Biologics License Application for a treatment for wet age-related macular degeneration. The FDA issues a CRL when it's unable to approve a drug in its current form, and is seeking further confirmatory clinical evidence.

Outlook Therapeutics' stock tumbles 71% premarket after FDA rejects treatment for wet AMD

This has turned the spotlight on companies that make graphics processing units, the de-facto chips for running AI-related workloads.

Is AMD The Dark Horse Of The AI Silicon Race?

Amazon

Salesforce

Eight months into 2023, and we're finally seeing the technology sector booming! The industry has surprised investors with the hype around Artificial Intelligence (AI).

3 Tech Stocks That Every Growth Investor Should Own Now

Boeing

Canadian Pacific Kansas City Limited

Gap Inc

Kraft Heinz

Nutrien

Restaurant Brands

Look no further if you're considering stocks to sell since the market rally has taken a breather. After posting historic results in this year's first half, led by a 30% gain in the tech-heavy Nasdaq index (its best performance in 40 years), all three major U.S. indices are in the red for August.

7 Stocks to Sell as The Market Rally Takes a Breather

Advanced Micro Devices, Inc.'s entrance into the generative AI industry with its new GPUs could lead to significant sales growth and capture a portion of the expanding market. The company's upcoming MI300 series GPUs have advanced features that can accommodate larger AI models than competitors like Nvidia Corporation. Potential headwinds include competition from Intel Corporation in 2025 and the impact of worsening Sino-American relations on AMD's business in China.

AMD: Is This The Next Nvidia?

Advanced Micro Devices shares recent news showcasing continued adoptions for its server CPU.

What AMD Stock Investors Should Know About Recent Updates

ARLINGTON, Va.--(BUSINESS WIRE)--The JEDEC Board of Directors presented its prestigious 2023 Distinguished Executive Leadership Award to AMD Chair and CEO, Dr. Lisa T. Su, in a ceremony held at AMD's offices in San Jose, CA. This award stands as JEDEC's highest honor and recognizes the most distinguished senior executives in the electronics industry who promote and support the advancement of JEDEC standards. “I deeply admire Dr. Su's commitment to open standards development, and JEDEC is gratef.

JEDEC Board Presents 2023 Distinguished Executive Leadership Award to AMD CEO Dr. Lisa T. Su

D-Wave Quantum Inc

Taiwan Semiconductor Manufacturing

Generative artificial intelligence has garnered much attention in 2023 for its novel capabilities in compiling information and providing it in a digestible manner. However, a new technological revolution may be in our midst.

These Are the ONLY 3 Quantum Computing Stocks to Consider in August 2023

Broadcom

Marvell Technology

Snowflake

For years the buzz was that artificial intelligence (AI) was the next big thing. As usual, when it comes to technology innovation, the opening salvos from private equity and others took quite a while to catch up with reality.

Why 5 ‘Strong Buy' Top Technology AI Winners Could Explode Higher Like Nvidia

Airbnb

First Solar

Li Auto Inc.

SoFi Technologies

Ulta Beauty

If you want to become a millionaire, invest wisely. One way to potentially do that is by investing in solid stocks, especially those with a solid history of growth.

Want to Be a Millionaire? 7 Stocks to Buy Now for Skyrocketing Returns

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

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 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

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

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

News for Advanced Micro Devices Stock (AMD)