AMD earnings report 2Q 2025

Advanced Micro Devices On Tuesday, he reported quarterly earnings that missed the estimates. The stock was about 5% record in the expanded transaction.

For the quarter that ended in June, how the chip manufacturer made against the LSEG expectations is explained below:

• Earning per share: 48 cents set 49 cents are expected
• Revenues: 7.69 billion dollars and $ 7.42 billion expected

For the current quarter, AMD awaits expectations of earnings of $ 8.7 billion, plus or minus 300 million dollars, $ 8.3 billion.

In the second financial second quarter, AMD reported a net revenue for $ 872 million or 54 cents per share, and increased by $ 265 million or 16 cents per year. Nvidia’s total sales increased by 32% of $ 5.84 billion compared to the previous year.

AMD is the second largest manufacturer of graphic processing units (GPU) for artificial intelligence at the back. NvidiaIt has the majority of the market. But like big AI customers Meta And Openai is increasingly looking for more and more AMD to provide an alternative to Nvidia’s expensive chips, especially for inference or AI models.

During the quarter, AMD announced the new AI chips, MI400 instinct, which is expected to be released next year. Openai CEO Sam Altman has committed to using AMD’s latest GPUs.

AMD is also struggling with the chip export controls placed on some AI chips, because the US government is concerned that strong GPUs can be used by competitors to overcome their American capabilities or for military purposes.

“AI business income, US export restrictions MI308 MI308 actively eliminated China to China, and we started to move to our new generation,” He said.

The MI308 was previously banned for export to China in April and said the company cost 800 million dollars in June quarter. However, in July, the company said he expected the posts to continue after pointing out that the Trump administration would approve the waiver. AMD, MI308, the Chinese -oriented AI chip does not contain any income and license applications are currently reviewed by the Ministry of Commerce, he said. Water said that the AI income expects to grow from year to year in the current quarter.

Water, analysts, the company’s instinct MI350 called the newest AI chip NVIDIA’nın compete with GB200 chips for training and inference, he said.

“Seven of the first ten model builders and AI company use instinct.” He said. He said that AMD met with large customers to create clusters according to the company’s AI chips.

The gross margin of AMD for a quarter was 43%. The company said it would be 54%, even if not for export control costs.

Amd’s main work is doing central processors called CPUs as well as GPUs, Intel To provide more traditional servers.

Both CPUs and GPUs are reported in the data center segment of the company with an increase of 14% on an annual basis. AMD said on Tuesday that data center CPUs have increased demand because they have an important role in GPU -based AI servers.

Water is quite positive in some cloud capex numbers, this is not only a GPU expression, but also there is also important CPU Capex. “He said.

The other large segment for AMD is called customer and game containing the company’s CPUs for laptops and desktop computers and GPUs for 3D games. This annual basis increased by 69%. The customer income increased by 57% to 2.5 billion dollars in line with the current desktop CPUs, partly due to strong demand for the latest desktop CPUs, which the company calls Amd Ryzen Zen 5.

Due to the increase in the demand for special chips for game consoles and gaming GPUs, he said that it increased by 73% annually against 784 million dollars of street forecasting to $ 1.1 billion.