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.

Tesla

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

Humanoid Robots May Be Biggest Product Ever, Sell The News On Tesla's We, Robot And AMD's AI Event

AMD's turnaround story includes hiring Jim Keller, switching to TSMC, and capitalizing on Intel's missteps, leading to a significant market position. AMD's new GPUs are competitive with Nvidia's upcoming Blackwell, potentially impacting Nvidia's margins while boosting AMD's performance. The primary risk is AMD's lofty valuation and the potential for customers to develop their own CPUs/GPUs, affecting long-term AI demand.

AMD's Latest GPUs Should Scare Nvidia

AMD's Advancing AI presentation on the performance capabilities of its next-gen chips was a critical gauge for the sustainability of its growth outlook. The company predicts the AI accelerator TAM alone will grow at a 60% five-year CAGR through 2028, reaching $800 billion. And AMD's deepening foray across key aspects of the AI infrastructure ecosystem, spanning software, hardware, and cluster level systems is likely to reinforce its revenue share grab over the longer-term.

AMD's "Advancing AI" Innovations Reinforce Its Path To $200

NVIDIA

Despite underperformance for AMD shares this year and major outperformance for Nvidia shares, a Bernstein analyst said he'd rather get in front of the Blackwell launch than AMD's latest announcements.

After AMD's AI event, this analyst says Nvidia's stock is the better play

Advanced Micro Devices Inc AMD just unveiled its next wave of AI weaponry, and it's taking aim at none other than Nvidia Corp NVDA.

AMD Stock: Can Its AI Strategy Compete With Nvidia? Analyst Predicts Market Share Gains Ahead

AMD sees the market for AI data GPUs to grow by more than 60% a year and reach $500 billion by 2028.

AMD's Event Disappointed. Here's a Silver Lining.

One key Nvidia competitor looks increasingly attractive in the current environment.

1 Top Artificial Intelligence (AI) Stock to Buy Right Now (Hint: It's Not Nvidia)

Strong sales of the chipmaker's first GPU chips still barely make a dent in Nvidia's armor.

AMD's Second AI Act Faces a Tougher Crowd

AMD didn't give a comparison against Nvidia's Blackwell chips which are expected to begin shipping in volume early next year.

Nvidia Stock Slips. Don't Blame AMD's New AI Chip.

Ocular Therapeutix

In my previous article, I rated Ocular as a “Hold” based on concerns regarding Axpaxli's path to market. The SOL-1 and SOL-R Phase III trials are designed to assess Axpaxli's safety, efficacy, and potential market disruption in wet-AMD treatment. OCUL's Elutyx drug delivery platform offers sustained long-term effects, making it a valuable asset beyond current retina-focused applications.

Ocular Therapeutix: Focus On Axpaxli's Path To Market In Wet-AMD And Implications To Investors

On October 10, Advanced Micro Devices (NASDAQ: AMD) held its ‘ Advancing AI ' event, announcing a wide range of new products. Despite this, the event, which historically caused AMD stock price to rise, was followed by a 3.19% decline.

Here's why AMD stock price is crashing

Advanced Micro Devices Inc has unveiled a suite of next-generation graphics processing units in hopes of claiming a share of the artificial intelligence computing market from global leader Nvidia Corp. The flagship product is the AMD Instinct MI325X accelerator, designed specifically for data centre and AI applications.

AMD's Nvidia killer unveiled as AI showdown heats up

Shares of Advanced Micro Devices (AMD) fell 4% on Thursday as the chipmaker's new AI lineup failed to excite investors who are eager to see the company take on Nvidia (NVDA).

AMD Price Levels to Watch as Stock Tumbles After AI Chip Unveiling

Advanced Micro Devices Inc.'s AI event Thursday lacked a major wow factor, as hopes for more new-customer news did not materialize. But there was some news that should excite investors.

AMD's AI event lacked a wow factor, but here's one reason investors should be excited

AMD actually had good news for investors today. So why did the AI stock fall?

Why AMD Stock Sank Today

CrowdStrike

First Solar

Major U.S. equities indexes lost ground after the latest Consumer Price Index report showed greater-than-expected price increases in September, driven by an uptick in grocery prices.

S&P 500 Gains and Losses Today: Solar Stocks, AMD Fall; CrowdStrike Shares Climb

Advanced Micro Devices (AMD) unveiled its next generation of artificial intelligence (AI) chips at its Advancing AI event on Thursday.

AMD Launches New AI Chips To Meet ‘Insatiable' AI Demand

AMD has unveiled its latest artificial intelligence chip, the Instinct MI325X, to compete directly with Nvidia's data center graphics processors.

AMD launches MI325X AI chip, taking on Nvidia's Blackwell

NEWARK, Calif. , Oct. 10, 2024 /PRNewswire/ -- MiTAC Computing Technology Corporation, an industry-leading server platform design manufacturer and a subsidiary of MiTAC Holdings Corporation (TSE:3706), today announced the launch of its new high-performance servers, featuring the latest AMD EPYC™ 9005 Series CPUs and AMD Instinct™ MI325X accelerators.

MiTAC Computing Leverages Latest AMD Enterprise Technologies Offering Leadership Performance and Density for AI-Driven Data Center Workloads

– New processors deliver unprecedented AI compute capabilities 1 and multi-day battery life 2 , enabling incredible productivity for business users – – AMD continues to expand commercial portfolio; more than 100 Ryzen AI PRO PCs on-track to launch through 2025 –

AMD Launches New Ryzen™ AI PRO 300 Series Processors to Power Next Generation of Commercial PCs

─ Latest accelerators offer market leading HBM3E memory capacity and are supported by partners and customers including Dell Technologies, HPE, Lenovo, Supermicro and others ─

AMD Delivers Leadership AI Performance with AMD Instinct MI325X Accelerators

Speaking at an event in San Francisco, AMD CEO Lisa Su unveiled AI-infused chips across its Ryzen, Instinct and Epyc brands.

AMD unveils AI-infused chips across Ryzen, Instinct and Epyc brands

— New EPYC processors deliver record breaking performance and efficiency for a wide range of data center workloads —

AMD Launches 5th Gen AMD EPYC CPUs, Maintaining Leadership Performance and Features for the Modern Data Center

— AMD launches 5 th Gen AMD EPYC processors, AMD Instinct MI325X accelerators, next gen networking solutions and AMD Ryzen AI PRO processors powering enterprise AI at scale —

AMD Unveils Leadership AI Solutions at Advancing AI 2024

Advanced Micro Devices is getting more optimistic about the long-term market size potential for artificial intelligence chips.

News for Advanced Micro Devices Stock (AMD)