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Inferra AI / Company / AMD

Advanced Micro Devices

AMD · Information Technology

Last earnings Aug 4, 2026  ·  Next earnings Nov 3, 2026

Key results

Revenuequarter

$7.7 billion

Second quarter revenue was a record $7.7 billion, gross margin was 40%, operating loss was $134 million, net income was $872 million and diluted earnings per share was $ 0.54 .

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Gross marginquarter

40%

Second quarter revenue was a record $7.7 billion, gross margin was 40%, operating loss was $134 million, net income was $872 million and diluted earnings per share was $ 0.54 .

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net incomequarter

$872 million

Second quarter revenue was a record $7.7 billion, gross margin was 40%, operating loss was $134 million, net income was $872 million and diluted earnings per share was $ 0.54 .

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

EPSquarter

$ 0.54

Second quarter revenue was a record $7.7 billion, gross margin was 40%, operating loss was $134 million, net income was $872 million and diluted earnings per share was $ 0.54 .

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Operating incomequarter

$897 million

On a non-GAAP (*) basis, gross margin was 43%, operating income was $897 million, net income was $781 million and diluted earnings per share was $0.48.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Excluding these charges, non-GAAP gross margin would have been approximately 54%.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

We achieved 32% year-over-year revenue growth and generated record free cash flow this quarter, reflecting our disciplined execution, said Jean Hu, AMD EVP, CFO and Treasurer.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Growthquarter

up 14%

revenue was $3.2 billion, up 14% year-over-year primarily driven by strong demand for AMD EPYC processors more than offsetting headwinds impacting AMD Instinct MI308 shipments to China.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Client and Gaming segment revenue was $3.6 billion, up 69% year-over-year.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Client revenuequarter

$2.5 billion

Client revenue was a record $2.5 billion, up 67% year-over-year primarily driven by strong demand for the latest Zen 5 AMD Ryzen desktop processors and a richer product mix.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Gaming revenuequarter

$1.1 billion

Gaming revenue was $1.1 billion, up 73% year-over-year driven by an increase in semi-custom revenue and strong AMD Radeon GPU demand.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Research and developmentquarter

$1,894

Research and development 1,894 1,728 1,583 3,622 3,108

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Operating expensesquarter

$3,193

Total operating expenses 3,193 2,930 2,595 6,123 5,119

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q2 2025 · reported Aug 5, 2025

Based on: Earnings release + Q2 2025 deck + parent 8-K — transcript not held

Revenue · Q2 2025
$7.7B
EX-99 · Aug 5, 2025
EPS · Q2 2025
$ 0.54
EX-99 · Aug 5, 2025
Gross margin · Q2 2025
40%
EX-99 · Aug 5, 2025
Net income · Q2 2025
$872M
EX-99 · Aug 5, 2025

The quarter in charts

Segment mix

Business-unit revenue, as stated

0123$2.5BClient$1.1BGaming

Segment revenue figures as stated in the event record.

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$7.7 billion——
Gross margin40%——
Net income$872 million——
EPS$ 0.54——
Operating income$897 million——
Growthup 14%——
Client revenue$2.5 billion——
Gaming revenue$1.1 billion——

EX-99 · Aug 5, 2025

Guidance · company-stated

No guidance located in the held release

Stated figure56%

“Non-GAAP gross margin is expected to be approximately 56%”

Next earningsNov 3, 2026Verified from the company’s own announcement

Margin

Gross margin40%

Capital allocation

Free cash flow is determined by adjusting GAAP net cash provided by operating activities of continuing operations for capital expenditures, and free cash flow margin % is free cash flow expressed as a percentage of the Company's net revenue.

Company-stated claims

Aug 4, 2026

Historical · doubled · production_deliveries

“We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year, said Dr.”

EX-99 · Aug 4, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Second quarter revenue was a record $7.7 billion, gross margin was 40%, operating loss was $134 million, net income was $872 million and diluted earnings per share was $ 0.54

Based on: Earnings release + Q2 2025 deck + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Free cash flow is determined by adjusting GAAP net cash provided by operating activities of continuing operations for capital expenditures, and free cash flow margin % is free cash flow expressed as a percentage of the Company's net revenue.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Strategy & priorities

Our strategic investments across hardware, software and systems position us well to support robust future growth and drive long-term shareholder value.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Recent PR Highlights At Advancing AI 2025, AMD announced its latest AI solutions, roadmap and vision for an open AI ecosystem alongside partners including Meta, OpenAI, xAI, Oracle and Microsoft.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Strategic AMD partners announced data center and AI infrastructure and services powered by AMD Instinct GPUs and EPYC CPUs HUMAIN and AMD announced a strategic collaboration to advance global AI infrastructure by deploying 500 megawatts of AI compute capacity over the next five years.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Red Hat and AMD expanded their strategic collaboration to deliver high-performance AI inference with vLLM on AMD Instinct GPUs along with Red Hat OpenShift Virtualization on AMD EPYC CPUs for optimized enterprise application deployment across the hybrid cloud.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AMD employees are focused on building leadership high-performance and adaptive products that push the boundaries of what is possible.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Risks & headwinds

Government's export control on our AMD Instinct MI308 data center GPU products.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

export restrictions 800 Non-GAAP gross profit (as adjusted to exclude inventory and related charges associated with U.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

export restrictions) $ 4,126 Non-GAAP gross margin (as adjusted to exclude inventory and related charges associated with U.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

export restrictions) 54 % About AMD For more than 55 years AMD has driven innovation in high-performance computing, graphics and visualization technologies.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Investors are cautioned that the forward-looking statements in this press release are based on current beliefs, assumptions and expectations, speak only as of the date of this press release and involve risks and uncertainties that could cause actual results to differ materially from current expectations.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Such statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and generally beyond AMD s control, that could cause actual results and other future events to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements.

SEC original ↗Advanced Micro Devices — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Documents

Earnings deck slides

0 decks with slide view

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Advanced Micro Devices — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Named in the company’s own filings

Intel (INTC)“Competition in Data Center Segment In the Data Center segment, we compete primarily against Intel Corporation (Intel) and Nvidia Corporation (Nvidia with our CPU, GPU DPU and AI NIC server products.”NVIDIA (NVDA)“Competition in Data Center Segment In the Data Center segment, we compete primarily against Intel Corporation (Intel) and Nvidia Corporation (Nvidia with our CPU, GPU DPU and AI NIC server products.”Lattice Semiconductor Corp (LSCC)“Competition in Embedded Segment We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”Broadcom (AVGO)“Competition in Embedded Segment We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”Marvell Technology (MRVL)“Competition in Embedded Segment We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”Analog Devices (ADI)“Competition in Embedded Segment We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”Texas Instruments (TXN)“Competition in Embedded Segment We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”NXP Semiconductors (NXPI)“Competition in Embedded Segment We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”Qualcomm (QCOM)“Competition in Embedded Segment We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”

Filings

66 documents

Earnings releases

19 documents

Presentations

14 documents

Transcripts

0 documents

No transcripts for Advanced Micro Devices are held in this edition of the library.

Mentioned by

18 companies

Other tracked companies whose held documents mention Advanced Micro Devices by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.