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.

Chevron

Exxon Mobil

US markets dipped again on Thursday as escalating geopolitical tensions in the Middle East pushed oil prices higher.  The Dow Jones Industrial Average fell 285 points, or 0.7% while the S&P 500 index was down 0.3% at 5,692.05.

S&P 500 falls as oil prices go higher; NVIDIA, AMD, ExxonMobil, Chevron stocks up

Amazon

Applied Blockchain Inc

Celestica

Core Scientific Inc

Credo Technology Group Holding Ltd

Dell Technologies

Hive Blockchain Technologies Ltd

Micron Technology

NVIDIA

Super Micro Computer

Taiwan Semiconductor Manufacturing

Amazon recently announced that it will invest several billions more in UK-based data centers. In the AI server space, Dell Technologies and Super Micro have also benefited from the data center boom, up 71% and 82%, respectively, in the past 12 months. Bitcoin miners are increasingly pivoting to artificial intelligence data center operations, leveraging their existing infrastructure and expertise to capitalize on the growing demand for AI computing.

12 Stocks To Profit From The Boom In Data Centers And Artificial Intelligence

AMD has gained 21% in price since my August analysis, and I believe the stock is positioned for a further 20%+ market cap growth over the next 12 months. This strong growth investment can still deliver alpha even though it is overvalued. There may be even better entry points that occur over the next few quarters. Q3 earnings in October will reveal crucial insights on the ZT Systems acquisition, as well as reveal how AMD is developing in the GPU and CPU markets.

AMD Is Overvalued Ahead Of Q3, But The Bull Case Is Still Alive

AMD is poised for a potential breakout from its current trading range, driven by strong Q2 earnings and robust Data Center revenue growth. The acquisition of ZT Systems enhances AMD's AI and data center capabilities, potentially boosting revenue and market position. Risks include failing to break resistance at $160 and negative analyst sentiment regarding the ZT Systems acquisition or data center guidance when it reports Q3 earnings later this month.

AMD Looks Ready To Breakout Or Breakdown (Technical Analysis)

AMD has announced the release of its EPYC Embedded 8004 series processors, a part of the fourth-generation EPYC Embedded product line. These processors, built on the latest Zen 4c architecture, cater to embedded networks, security/firewall systems, storage systems in cloud and enterprise computing, and industrial edge servers in factory workshops.

AMD Launches EPYC Embedded 8004 Processors with Zen 4c Architecture

Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Advanced Micro (AMD) Could Beat Earnings Estimates Again

India will fabricate its first chip in two years, Commerce Minister Piyush Goyal told CNBC during a one-on-one interview with CNBC in New York. India's push into semiconductors comes as more U.S. chipmakers set their sights on India.

India to fabricate its first chip in two years as Nvidia, AMD and Micron pledge to expand to the country

Cerebras is known for making the world's biggest computer chips, which it markets as rivals for those made by Nvidia and AMD for training AI models

Chip Designer Cerebras Is Coming to Market. What It Means for Nvidia and AMD.

Advanced Micro Devices stock (NASDAQ: AMD) has fared well over the past month, rising by close to 20%. This is roughly in line with rival Intel stock (NASDAQ: INTC) which has gained about 19% over the same period.

What's New With AMD Stock?

If analyst forecasts are correct, one of these two tech stocks could nearly double your money in the next year.

These 2 Semiconductor Stocks Are Down Over 22%, but Could Soar in 2025

TAIPEI , Oct. 1, 2024 /PRNewswire/ -- The world's leading computer brand, GIGABYTE, announces the launch of its X870E and X870 series motherboards, purpose-built for the most powerful AMD Socket AM5 platform on the market. Tailored specifically for AMD Ryzen™ 9000 Series processors, these boards harness cutting-edge AI technologies to unlock the full potential of AMD's latest Zen 5 architecture.

GIGABYTE Unveils X870E/X870 Motherboards Specifically Designed for AMD Ryzen™ 9000 Processors with Infinite AI Power

Advanced Micro Devices (AMD) closed the most recent trading day at $164.08, moving -0.16% from the previous trading session.

Advanced Micro Devices (AMD) Stock Declines While Market Improves: Some Information for Investors

Broadcom

A recovery in non-AI markets could send Broadcom stock soaring in 2025. AMD is still in the early innings of capturing a $135 billion opportunity.

The S&P 500 Is Rebounding: 2 Tech Stocks to Buy Now, According to These Wall Street Analysts

Our theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking equipment, has returned about 31% year-to-date. This compares to the S&P 500 which remains up by about 21% over the same period.

Micron's Stellar Q4 Boosts Outlook For AMD And Key Tech Stocks

Despite Nvidia (NASDAQ: NVDA) taking center stage in the artificial intelligence (AI) and data center market, Advanced Micro Devices (NASDAQ: AMD) might still become a strong challenger, and a leading investor believes now is the time to take the opportunity and purchase its stocks.

Leading investor in top 4% says ‘take the plunge' on AMD stock

Nvidia is running away with the AI chip market, as its competitors haven't been able to corner a significant chunk of this space for themselves. AMD, however, has multiple growth opportunities thanks to AI that could lead to an acceleration in its growth in the future.

Better Artificial Intelligence (AI) Stock: Nvidia vs. AMD

WEST PALM BEACH, Fla.--(BUSINESS WIRE)--Vultr, announced that the new AMD Instinct™ MI300X accelerator and ROCm™ open software are set to be made available.

Vultr Advances Global AI Cloud Inference with AMD Instinct™ MI300X

Intel

In the relentless battle for dominance in the semiconductor world, Intel Corp INTC and Advanced Micro Devices, Inc. AMD present a compelling contrast.

Intel Vs. AMD: Which Chipmaker Has The Edge In Race Against Nvidia's Supremacy?

When it comes to the advanced graphical processing units (GPUs) that are powering the AI revolution in data centers, there really are only two games in town: NVIDIA NASDAQ: NVDA and Advanced Micro Devices NASDAQ: AMD. Both make GPUs used to do the complex computational work required for AI and machine learning.

Is AMD a Legitimate Threat to NVIDIA? What Investors Should Watch

Jim Cramer has been quite the advocate of buying the dip in certain semiconductor stocks caught in the latest slump.

2 Jim Cramer-Approved Semiconductor Stocks to Buy Now

Will Advanced Micro Devices' Advancing AI 2024 event be a catalyst for the stock?

Should You Buy AMD Stock Before Oct. 10?

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Aviceda Therapeutics, a private, clinical-stage biotech company focused on developing next-generation immunomodulators with a proprietary HALOS™ nanotechnology platform to alleviate chronic, non-resolving inflammation, announced today that the company completed enrollment of the Phase 2b SIGLEC study that compares the safety and efficacy of AVD-104 versus avacincaptad pegol (Izervay) in patients with geographic atrophy (GA) secondary to age-related macular deg.

Aviceda Therapeutics Completes Enrollment of Phase 2b SIGLEC Study Assessing the Safety and Efficacy of AVD-104 for Geographic Atrophy Secondary to AMD

AMD is undervalued and poised for growth, especially in the AI segment, with the potential for better-than-expected Q3 earnings and robust future guidance. Despite recent volatility, AMD trades at an attractive valuation, around 29 times next year's EPS estimates, and is 33% off its 52-week high. AMD's AI chips, designed to compete with Nvidia's, are expected to drive significant revenue growth, narrowing the market share gap in the AI data center space.

AMD: My Top AI Pick Into Earnings

Advanced Micro Devices stock (NASDAQ: AMD) gained close to 6% in Thursday's trading and also remains up 6% year-to-date. This compares to rival Intel stock which has seen its stock decline by about 55% this year.

What's Driving AMD's Recent Rally?

Alphabet

The insatiable demand for data center chips could fuel excellent results for Advanced Micro Devices.  Google saw double-digit percentage growth in advertising revenue following the launch of its Gemini AI model.

News for Advanced Micro Devices Stock (AMD)