AMD just dropped numbers that turn heads and tighten collars
Revenue? Man O Man, Up a scorching 32% year over year, clocking in at $7.69 billion, blowing past the Street by $260 million. Adjusted EPS held steady at $0.48, right on cue but the real story? It's in the segments. now you know why I was all in at 100$
Data Center came in at $3.2 billion, a 14% Y/Y rise, riding demand for MI300 AI accelerators and EPYC processors. Growth slowed, sure, and margins took a hit thanks to the U.S. export chokehold on the MI308 chip. But here’s the kicker strip out that $800 million deadweight from compliance costs, and gross margins would’ve soared by 11 full points. That’s not a miss—that’s an invisible win hidden behind political red tape.
Client revenue? BOOM! Exploded. A massive 67% Y/Y jump to $2.5 billion, powered by a ravenous market for Ryzen 8000 and Zen 5 desktop chips. AMD’s eating Intel’s lunch here gaining ground, stealing market share, and pulling ahead. The AI-capable laptop push played right into the broader PC refresh wave, and AMD was ready with product on shelf.
Gaming revenue launched 73% higher to $1.1 billion, thanks to heavier shipments of semi custom chips for PlayStation and XBOX, plus steady GPU demand which, by the way, is now bolstered by AI acceleration features. Smart design, smart timing
And then comes the Q3 guidance, and it’s not just solid it’s a power move. AMD’s aiming for $8.7 billion in revenue (midpoint), roughly $400 million above the consensus. Gross margin? Rebounding to a clean 54% and here’s what Wall Street's missing, this beat excludes China AI chip shipments. Licenses are still stuck in the fog of regulatory review. So yeah, this guide’s got muscle even with one hand tied behind its back.
Lisa Su isn’t blinking. She’s calling for "significant growth" in the back half of the year, driven by rising AI and computing demand. And she’s not wrong, AMD’s not just in the AI race. It’s gaining momentum. Quietly, methodically, strategically like a shark that smells blood and doesn't need to thrash around.
its Intel do or die time now
Revenue? Man O Man, Up a scorching 32% year over year, clocking in at $7.69 billion, blowing past the Street by $260 million. Adjusted EPS held steady at $0.48, right on cue but the real story? It's in the segments. now you know why I was all in at 100$
Data Center came in at $3.2 billion, a 14% Y/Y rise, riding demand for MI300 AI accelerators and EPYC processors. Growth slowed, sure, and margins took a hit thanks to the U.S. export chokehold on the MI308 chip. But here’s the kicker strip out that $800 million deadweight from compliance costs, and gross margins would’ve soared by 11 full points. That’s not a miss—that’s an invisible win hidden behind political red tape.
Client revenue? BOOM! Exploded. A massive 67% Y/Y jump to $2.5 billion, powered by a ravenous market for Ryzen 8000 and Zen 5 desktop chips. AMD’s eating Intel’s lunch here gaining ground, stealing market share, and pulling ahead. The AI-capable laptop push played right into the broader PC refresh wave, and AMD was ready with product on shelf.
Gaming revenue launched 73% higher to $1.1 billion, thanks to heavier shipments of semi custom chips for PlayStation and XBOX, plus steady GPU demand which, by the way, is now bolstered by AI acceleration features. Smart design, smart timing
And then comes the Q3 guidance, and it’s not just solid it’s a power move. AMD’s aiming for $8.7 billion in revenue (midpoint), roughly $400 million above the consensus. Gross margin? Rebounding to a clean 54% and here’s what Wall Street's missing, this beat excludes China AI chip shipments. Licenses are still stuck in the fog of regulatory review. So yeah, this guide’s got muscle even with one hand tied behind its back.
Lisa Su isn’t blinking. She’s calling for "significant growth" in the back half of the year, driven by rising AI and computing demand. And she’s not wrong, AMD’s not just in the AI race. It’s gaining momentum. Quietly, methodically, strategically like a shark that smells blood and doesn't need to thrash around.
its Intel do or die time now
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🟣MasterClass moonypto.com/masterclass
🟢Signal moonypto.com/signal
🔵News t.me/moonypto
⚪ t.me/moonyptofarsi
🟢Signal moonypto.com/signal
🔵News t.me/moonypto
⚪ t.me/moonyptofarsi
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.