The earnings call showcased strong financial results with record revenue and significant growth in several segments, particularly in client and gaming. Despite the positive performance, challenges such as U.S. export restrictions impacting AI sales to China were highlighted, though the company remains optimistic about future growth, especially in AI.

Company Guidance

During the AMD Second Quarter 2025 Conference Call, the company provided robust guidance with several key metrics highlighted. AMD reported a record revenue of $7.7 billion, marking a 32% increase year-over-year, driven by strong sales of EPYC and Ryzen processors. The company's gross margin, excluding an $800 million inventory write-down due to export controls, was 54%, indicating continued margin expansion. Data Center revenue saw a 14% year-over-year increase to $3.2 billion, while Client and Gaming segment revenue surged by 69% year-over-year to $3.6 billion. AMD also reported a record free cash flow of over $1 billion. Looking forward, AMD expects third-quarter 2025 revenue to be approximately $8.7 billion, with a non-GAAP gross margin of about 54%. The company remains optimistic about its server CPU business and AI opportunities, forecasting significant growth driven by the ramp of MI350 series accelerators and ongoing EPYC and Ryzen share gains.

Record Revenue and Growth

Second quarter revenue increased 32% year-over-year to a record $7.7 billion, with over $1 billion in free cash flow generated.

Data Center Segment Growth

Data Center segment revenue increased by 14% year-over-year to $3.2 billion, driven by strong EPYC CPU revenue and share gains across both cloud and enterprise customers.

Client and Gaming Segment Surge

Segment revenue rose by 69% year-over-year to $3.6 billion, driven by record client CPU sales and strong demand for gaming products.

Strong Demand for EPYC and Ryzen CPUs

Record sales of EPYC and Ryzen CPUs with strong demand across cloud, enterprise, and consumer markets.

Positive Outlook for AI Business

Solid progress in AI with the MI350 series, significant customer interest, and promising development of MI400 series with expected leadership performance.

Expansion in Embedded and Gaming Segments

Embedded segment expected to return to sequential growth, with significant design win momentum, and Gaming segment saw a 73% increase year-over-year.

Advanced Micro Devices (DE:AMD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:AMD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	1.00 / -	0.791	―	―	―
Aug 05, 2025	2025 (Q2)	0.41 / 0.41	0.593	-30.43% (-0.18)
May 06, 2025	2025 (Q1)	0.81 / 0.83	0.533	54.84% (+0.29)
Feb 04, 2025	2024 (Q4)	0.93 / 0.94	0.662	41.56% (+0.28)
Oct 29, 2024	2024 (Q3)	0.79 / 0.79	0.602	31.43% (+0.19)
Jul 30, 2024	2024 (Q2)	0.58 / 0.59	0.499	18.97% (+0.09)
Apr 30, 2024	2024 (Q1)	0.53 / 0.53	0.516	3.33% (+0.02)
Jan 30, 2024	2023 (Q4)	0.67 / 0.66	0.593	11.59% (+0.07)
Oct 31, 2023	2023 (Q3)	0.58 / 0.60	0.576	4.48% (+0.03)
Aug 01, 2023	2023 (Q2)	0.49 / 0.50	0.903	-44.76% (-0.40)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:AMD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	€150.20	€138.30	-7.92%
May 06, 2025	€87.73	€86.61	-1.28%
Feb 04, 2025	€113.50	€104.60	-7.84%
Oct 29, 2024	€151.46	€137.94	-8.93%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.