AMD Earnings Prediction
The chart below shows how AMD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AMD sees a +0.57% change in stock price 10 days leading up to the earnings, and a +5.86% change 10 days following the report. On the earnings day itself, the stock moves by +1.15%. This data can give you a slight idea of what to expect for the next quarter's release.
AMD Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
7.66B
24.16%
12.30%
Gross Margin
46.36%
14.78%
3.07%
Operating Margin
16.94%
154.74%
62.73%
Net Margin
6.29%
-41.81%
-44.39%
EPS
0.29
-29.27%
-38.30%
No Data Available
AMD Earnings Analysis
Advanced Micro Devices Inc Corporation (AMD.O) Earnings Conference Call
Positive
Earnings Per Share Beat: Reported EPS of $1.09 exceeded expectations of $1.08, reflecting a 42% year-over-year increase.
Record Revenue Growth: Fourth quarter revenue reached a record $7.7 billion, marking a 24% year-over-year growth driven by strong performance in the data center and client segments.
2024 Revenue Growth Highlights: Annual revenue for 2024 grew 14% to $25.8 billion, with data center revenue nearly doubling and client segment revenue increasing by 52%.
Data Center Revenue Surge: Data center segment revenue surged 69% year-over-year to a record $3.9 billion, driven by strong adoption of EPYC processors and Instinct GPUs.
Client Segment Revenue Surge: Client segment revenue increased 58% year-over-year to a record $2.3 billion, supported by high demand for Ryzen processors and significant market share gains.
Negative
Gaming Revenue Decline: Gaming segment revenue declined 59% year-over-year to $563 million, primarily due to a decrease in semi-custom sales as Microsoft and Sony focused on reducing channel inventory.
Embedded Segment Revenue Decline: Embedded segment revenue decreased 13% year-over-year to $923 million, with mixed demand in the overall market as strength in aerospace and defense was offset by softness in industrial and communications markets.
Operating Expenses Surge: Operating expenses increased by 23% year-over-year to $2.1 billion, reflecting aggressive investments in R&D and marketing despite the overall revenue growth.
Inventory Increase Concerns: Inventory increased sequentially by $360 million to $5.7 billion, indicating potential overstock issues that could impact future cash flow and operational efficiency.
Q1 Revenue Decline Forecast: First quarter 2025 revenue is expected to decline sequentially by approximately 7%, driven primarily by seasonality across the business, despite a projected 30% year-over-year growth.
AMD FAQs
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AMD Earning Call Sentiment
Advanced Micro Devices, Inc. (NASDAQ:AMD) Q4 2024 Earnings Call Transcript
AMD.O
0.75%Positive
The earnings call highlights strong financial performance with significant revenue growth in data center and client segments, a 42% increase in EPS, and record-high revenues. Despite a decline in the gaming segment and increased inventory, the optimistic guidance for data center growth and a robust share repurchase program suggest a positive outlook. The Q&A session reflects confidence in product portfolio and market share gains, with no major negative trends. The overall sentiment is positive, likely resulting in a stock price increase of 2% to 8% over the next two weeks.
