Advanced Micro Devices Stock Earnings Reports
Advanced Micro Devices Earnings Calls
Release date | Feb 04, 2025 |
EPS estimate | $1.08 |
EPS actual | $1.09 |
EPS Surprise | 0.93% |
Revenue estimate | 7.533B |
Revenue actual | 7.658B |
Revenue Surprise | 1.66% |
Release date | Oct 29, 2024 |
EPS estimate | $0.92 |
EPS actual | $0.92 |
EPS Surprise | -0.217% |
Revenue estimate | 6.715B |
Revenue actual | 6.819B |
Revenue Surprise | 1.55% |
Release date | Jul 30, 2024 |
EPS estimate | $0.678 |
EPS actual | $0.690 |
EPS Surprise | 1.77% |
Revenue estimate | 5.729B |
Revenue actual | 5.835B |
Revenue Surprise | 1.86% |
Release date | Apr 30, 2024 |
EPS estimate | $0.616 |
EPS actual | $0.620 |
EPS Surprise | 0.649% |
Revenue estimate | 5.477B |
Revenue actual | 5.473B |
Revenue Surprise | -0.0723% |
Last 4 Quarters for Advanced Micro Devices
Below you can see how AMD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Apr 30, 2024 |
Fiscal end date | Mar 30, 2024 |
Price on release | $158.38 |
EPS estimate | $0.616 |
EPS actual | $0.620 |
EPS surprise | 0.649% |
Date | Price |
---|---|
Apr 24, 2024 | $151.74 |
Apr 25, 2024 | $153.76 |
Apr 26, 2024 | $157.40 |
Apr 29, 2024 | $160.20 |
Apr 30, 2024 | $158.38 |
May 01, 2024 | $144.27 |
May 02, 2024 | $146.16 |
May 03, 2024 | $150.60 |
May 06, 2024 | $155.78 |
4 days before | 4.38% |
4 days after | -1.64% |
On release day | -8.91% |
Change in period | 2.66% |
Release date | Jul 30, 2024 |
Fiscal end date | Jun 29, 2024 |
Price on release | $138.44 |
EPS estimate | $0.678 |
EPS actual | $0.690 |
EPS surprise | 1.77% |
Date | Price |
---|---|
Jul 24, 2024 | $144.63 |
Jul 25, 2024 | $138.32 |
Jul 26, 2024 | $139.99 |
Jul 29, 2024 | $139.75 |
Jul 30, 2024 | $138.44 |
Jul 31, 2024 | $144.48 |
Aug 01, 2024 | $132.54 |
Aug 02, 2024 | $132.50 |
Aug 05, 2024 | $134.82 |
4 days before | -4.28% |
4 days after | -2.61% |
On release day | 4.36% |
Change in period | -6.78% |
Release date | Oct 29, 2024 |
Fiscal end date | Sep 28, 2024 |
Price on release | $166.25 |
EPS estimate | $0.92 |
EPS actual | $0.92 |
EPS surprise | -0.217% |
Date | Price |
---|---|
Oct 23, 2024 | $152.91 |
Oct 24, 2024 | $153.44 |
Oct 25, 2024 | $156.23 |
Oct 28, 2024 | $159.92 |
Oct 29, 2024 | $166.25 |
Oct 30, 2024 | $148.60 |
Oct 31, 2024 | $144.07 |
Nov 01, 2024 | $141.86 |
Nov 04, 2024 | $140.71 |
4 days before | 8.72% |
4 days after | -15.36% |
On release day | -10.62% |
Change in period | -7.98% |
Release date | Feb 04, 2025 |
Fiscal end date | Dec 28, 2024 |
Price on release | $119.50 |
EPS estimate | $1.08 |
EPS actual | $1.09 |
EPS surprise | 0.93% |
Date | Price |
---|---|
Jan 29, 2025 | $117.35 |
Jan 30, 2025 | $118.86 |
Jan 31, 2025 | $115.95 |
Feb 03, 2025 | $114.27 |
Feb 04, 2025 | $119.50 |
Feb 05, 2025 | $112.01 |
Feb 06, 2025 | $110.16 |
Feb 07, 2025 | $107.28 |
Feb 10, 2025 | $110.48 |
4 days before | 1.83% |
4 days after | -7.55% |
On release day | -6.27% |
Change in period | -5.85% |
Advanced Micro Devices Earnings Call Transcript Summary of Q4 2024
Net Income Growth
Net income grew 26% year-over-year.
Market Segments
The Data Center segment accounted for 50% of annual revenue, with a remarkable 69% rise to $3.9 billion in Q4. The Client segment saw a 58% increase to $2.3 billion.
Segment Insights
- Data Center
- The success was driven by the adoption of EPYC processors, particularly with hyperscale cloud providers, achieving over 50% market share with major customers.
- Revenue from the data center AI business exceeded $5 billion in 2024.
- Strong momentum is expected to carry into 2025, with Turin processors recognized for their performance.
- Client Segment
- Led by growth in Ryzen desktop and mobile processors, with strong demand reflected in record sales during the holiday season.
- AMD plans to expand its partnership with Dell, launching commercial PCs powered by Ryzen Pro processors.
- Optimistic outlook for continued growth ahead of the overall PC market.
- Gaming Segment
- Revenue decreased 59% YOY to $563 million. This was mostly attributed to a decline in semi-custom sales as console companies reduced inventory.
- Anticipated normalization of sales against historical patterns for 2025.
- Embedded Segment
- Revenue dropped 13% YOY to $923 million, impacted by varied demand. However, the segment secured $14 billion in design wins, representing a 25% YOY increase.
Future Expectations
- 2025 Guidance: AMD forecasts double-digit revenue and EPS growth year-over-year, anticipating strong demand across data center and client businesses.
- Seasonality and Performance Shape: For Q1 2025, expected revenues are projected at $7.1 billion, a 30% increase YOY but down 7% sequentially, reflecting expected seasonality. This indicates potential headwinds in the gaming and embedded segments.
Product Roadmap
- AI and Data Center GPUs: Following the deployment of the MI300X, AMD plans to ramp up production of the MI350 series earlier than expected, driven by strong customer interest.
- Long-term Roadmap: AMD is preparing for the introduction of the MI400 series in 2026, which promises substantial enhancements for AI workloads.
Strategic Focus
- AI Growth: AMD emphasizes its commitment to establishing a strong presence in the AI market with a comprehensive portfolio that spans CPUs and GPUs. The continued investments in software and hardware for AI solutions are expected to drive growth substantially.
Shareholder Returns
AMD returned $862 million to shareholders in 2024, with $4.7 billion remaining under share repurchase authorization.
Conclusion
AMD's performance in 2024 reflects significant market share gains, particularly in the data center and client segments, amid a broader transition towards AI and advanced computing. The company is positioned for continued growth into 2025 with ongoing product innovation and strategic partnerships.