Advanced Micro Devices Inc (AMD) FY2025Q2 Earning Prediction

08/05 04:00:00

After Hours

Advanced Micro Devices Inc (AMD) is set to release its FY2025Q2 earnings performance on 08/05 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 7.43B and an earnings per share (EPS) of 0.49 for the FY2025Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

7.43B

7.69B

+3.44%

EPSMISS

0.49

0.48

-2.04%

Slide

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AI Earnings Prediction

Prediction for FY2025Q2

Earnings Date: Aug 5, 2025

AMD is predicted to exceed revenue expectations due to multiple growth catalysts, although EPS may remain neutral due to one-time charges.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

20%

+8-12%

MI350 GPU adoption accelerates + gross margins >54%.

Beat

40%

+3-5%

Revenue beats ($7.6B+) but EPS in-line.

Neutral

25%

Flat

Charges offset AI growth; guidance unchanged.

Miss

10%

-5-7%

China demand delayed; operating margins contract.

Strong Miss

-15%+

MI350 delays + tariff escalation.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

China export resumption, Crusoe $400M order, and Saudi AI deals likely drive revenue above $7.43B consensus.

EPS

Neutral

One-time charges ($800M MI308 write-off) and R&D spend (Brium/Untether acquisitions) offset gross margin gains.

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Prediction Logic & Rational

Logic & Justification:
AMD’s Fact Data reveals multiple catalysts likely to drive revenue and EPS above muted expectations:

Data Center Growth: Resumption of MI308 AI chip exports to China (previously a $800M headwind), $400M Crusoe AI chip order, and Saudi/HUMAIN AI infrastructure collaboration highlight near-term revenue upside.
Product Momentum: MI350 GPU adoption (Micron HBM3E integration), EPYC 4005 server CPU launch, and Microsoft Xbox partnership support improved product mix.
Margin Support: Strategic divestitures (ZT Systems) and share buybacks ($6B program) offset one-time charges (MI308 write-offs).

However, elevated expectations (stock up +68% vs. S&P +10%) and mixed analyst warnings (Citi: "buy-side expectations too high") limit upside to a "Beat" vs. "Strong Beat."

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Directional Play: Buy short-dated calls (Aug 18th $180 strike) for a "Beat" scalp.
Hedge: Pair with puts (Aug 18th $160 strike) to mitigate "high expectations" risk.
Theta Play: Sell iron condor (short $180 call / $160 put) to capitalize on volatility crush post-earnings.

Rationale: High implied volatility (IV) and mixed EPS setup favor options strategies over stock.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

AMD Transcript

Advanced Micro Devices, Inc. (AMD) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Neutral12-10

Advanced Micro Devices, Inc. (AMD) Presents at UBS Global Technology and AI Conference 2025 Transcript

Neutral12-3

Advanced Micro Devices, Inc. (AMD) Q3 2025 Earnings Call Transcript

Positive11-4

The earnings call summary indicates strong financial performance, with a 28% YoY revenue growth and optimistic guidance, particularly in the data center and AI segments. The Q&A section reveals positive customer response and strategic partnerships, like with OpenAI, enhancing AMD's market position. However, management's avoidance of specific details on certain metrics slightly tempers the sentiment. Overall, the positive growth outlook and strategic advancements suggest a likely positive stock price movement.

Advanced Micro Devices, Inc. (AMD) Announcement of Strategic Partnership between AMD and OpenAI Conference Transcript

Neutral10-7

AMD Slides

AMD Q2 2025 slides: Revenue surges 32% despite export restriction charges

2025-08-05

AMD Report

ADVANCED MICRO DEVICES INC 10-K

10-K

2025-02-05

ADVANCED MICRO DEVICES INC 10-Q

10-Q

2024-07-31

ADVANCED MICRO DEVICES INC 10-Q

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ADVANCED MICRO DEVICES INC 10-K

10-K

2024-01-31

Frequently Asked Questions

What is the Advanced Micro Devices Inc FY2025Q2 Earnings Release Date and Time?

Advanced Micro Devices Inc (AMD) is scheduled to release its FY2025Q2 earnings report onAug 5, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Advanced Micro Devices Inc FY2025Q2 Revenue and EPS?

Analysts' consensus predicts 7.43B in revenue and an EPS of 0.49 for Advanced Micro Devices Inc's FY2025Q2.

What Does Intellectia's AI Predict for Advanced Micro Devices Inc FY2025Q2 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forAdvanced Micro Devices Inc's FY2025Q2 earnings, with a prediction date of Aug 5, 2025. Advanced Micro Devices Inc AMD is predicted to exceed revenue expectations due to multiple growth catalysts, although EPS may remain neutral due to one-time charges.

How Can I Use This Earnings Prediction to Trade AMD Stock?

Leverage Intellectia's AI forecast to position trades ahead of theAug 5, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Advanced Micro Devices Inc FY2025Q2?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!