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01/09 09:42
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Advanced Micro Devices Inc (AMD) is set to release its FY2025Q3 earnings performance on 11/04 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 8.75B and an earnings per share (EPS) of 1.17 for the FY2025Q3. 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!
The forecast predicts a strong beat due to strategic AI partnerships, government contracts, and product momentum driving revenue and EPS growth.
Fact Data Analysis
OpenAI Deal: Multi-year agreement to supply 6GW of Instinct GPUs (worth $90B–$100B through 2030). Analysts project $2–$4 EPS accretion by 2027–2028, signaling long-term revenue visibility.
Oracle Deployment: Initial 50,000 MI450 GPU deployment in Q3 2026, scaling further in
Product Momentum:
Helios Rack-Scale Platform: Open-source AI infrastructure integrating EPYC CPUs and Instinct GPUs, attracting hyperscalers like Meta and OpenAI.
MI450 Series Validation: Broad partnerships (Oracle, Meta, OpenAI) confirm AMD’s competitive positioning against Nvidia.
ZT Systems Divestiture: Streamlines focus on high-margin AI/cloud solutions.
Rich Product Mix: Higher sales of data center GPUs (MI450) and reduced inventory write-downs support gross margin improvement.
Market Sentiment:
Analysts revised 2027 EPS estimates upward by 35% (Melius Research) and revenue by ~45% (Wells Fargo).
Despite dilution risks from OpenAI warrants, long-term AI revenue visibility outweighs near-term headwinds.
Pre-Earnings:
Post-Earnings:
Rationale: AMD’s AI-driven growth narrative and institutional upgrades ($300+ price targets) favor asymmetric upside if execution aligns with elevated expectations. Risks include delayed AI revenue recognition or margin dilution, but the probability-weighted reward skews bullish.
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) is scheduled to release its FY2025Q3 earnings report onNov 4, 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.
Analysts' consensus predicts 8.75B in revenue and an EPS of 1.17 for Advanced Micro Devices Inc's FY2025Q3.
Intellectia's exclusive AI algorithms forecast a Strong Beat forAdvanced Micro Devices Inc's FY2025Q3 earnings, with a prediction date of Nov 4, 2025. Advanced Micro Devices Inc The forecast predicts a strong beat due to strategic AI partnerships, government contracts, and product momentum driving revenue and EPS growth.
Leverage Intellectia's AI forecast to position trades ahead of theNov 4, 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.
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.
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!
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.
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!
Each prediction includes a detailed rationale, key indicator forecasts, and scenario probabilities to guide your trades. For a *Beat*, consider buying call options or shares; for a *Miss*, explore puts or hedging strategies. The prediction card provides actionable suggestions, like specific option strikes or hedging tips, tailored to your risk tolerance. Trade smart and turn insights into profits!
