Tuesday, May 6, 2025 Market indexes didn't spend a second in the green today, dropping in the final minutes of the trading day from levels more or less where they were when the opening bell sounded this morning. The Dow slid -389 points, -0.95%, while the S&P 500 was 43 points, -0.77%. The Nasdaq fell another -154 points today, -0.87%, while the small-cap Russell 2000 lost -21 points, -1.05%. President Trump's return to tough tariff talk has informed today's market sentiment. The president met with Canada's ...

The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!Advanced Micro Devices, Inc. (NASDAQ: AMD ) reported its most recent quarterly earnings results on Tuesday afternoon. The company delivered excellent growth, and its guid ...

Financial Data and Key Metrics Changes - First quarter revenue increased by 36% year over year to $7.4 billion, exceeding consensus estimates [5][28] - Net income rose by 55%, driven by a higher percentage of data center product sales and a richer Ryzen processor mix [6][30] - Gross margin expanded for the fifth consecutive quarter, reaching 54%, up 140 basis points from the previous year [29][30] Business Segment Data and Key Metrics Changes - Data Center segment revenue grew by 57% year over year to $3.7 billion, driven by increased server CPU share and strong demand from hyperscalers [6][31] - Client and Gaming segment revenue increased by 28% year over year to $2.9 billion, with client revenue specifically growing by 68% [19][32] - Embedded segment revenue decreased by 3% year over year to $823 million, with expectations of gradual recovery [24][33] Market Data and Key Metrics Changes - The number of EPYC powered cloud instances activated by enterprise customers more than doubled year over year [8] - Demand for AMD's latest generation AI PC processors increased by over 50% quarter on quarter [20] - The gaming revenue decreased by 30% year over year, primarily due to lower semi-custom sales, although demand signals for 2025 have strengthened [22][23] Company Strategy and Development Direction - The company is focusing on expanding investments in product and technology roadmaps, go-to-market initiatives, and AI software solutions [26][27] - The launch of the fifth generation EPYC processors is expected to drive continued share gains in the data center market [10][11] - The acquisition of ZT Systems aims to enhance the company's capabilities in providing rack-level AI solutions [16][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering strong double-digit revenue growth in 2025 despite macroeconomic uncertainties [26][35] - The company anticipates a significant impact from new export license requirements, estimating a $1.5 billion revenue reduction for the full year [35][36] - Management highlighted the strength of their differentiated product portfolio and execution as key factors for future growth [6][26] Other Important Information - The company completed the acquisition of ZT Systems on March 31, enhancing its systems design expertise [16][34] - The first production shipments of the fifth generation EPYC processors are expected in the second half of 2025 [11][34] Q&A Session Summary Question: Drivers of upside in Q1 and guidance for Q2 growth by segment - Management noted strong performance across client, gaming, and data center businesses, with particular strength in desktop performance and ASPs [41][44] Question: Performance of the Instinct family in Q1 and outlook for the second half - Management indicated that the data center GPU business performed in line with expectations, with high customer interest in the upcoming MI350 launch [49][50] Question: Clarification on data center GPU growth expectations - Management confirmed that the data center GPU business is expected to grow strong double digits despite the headwinds from export controls [83][84] Question: Inventory increase reasons - The increase in inventory was primarily to support strong client and server ramp, as well as the upcoming data center GPU ramp [57][58] Question: Feedback on MI400 series and addressing deployment challenges - Management expressed high enthusiasm for the MI400 series and emphasized the importance of planning and collaboration with customers to address deployment challenges [61][62] Question: Client business growth expectations and market share - Management highlighted strong performance in the client business, particularly in high-end notebooks and desktops, with expectations for continued share gains [80][92]

Advanced Micro Devices (AMD) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Matt Ramsay - Corporate VP - Financial Strategy & IRLisa Su - Chair & CEOJean Hu - Executive VP, CFO & TreasurerJoshua Buchalter - Director - Equity ResearchTimothy Arcuri - Managing DirectorHarlan Sur - Executive Director - Equity ResearchThomas O'Malley - Director - Equity ResearchCJ Muse - Senior Managing Director Conference Call Participants Aaron Raikers - AnalystVivek Arya - AnalystStacy Rasgon - AnalystRo ...

Lisa Su, CEO of AMD, attends the Artificial Intelligence Action Summit at the Grand Palais in Paris, Feb. 10, 2025.Advanced Micro Devices reported first fiscal-quarter earnings on Tuesday that topped expectations, and provided a strong forecast for current-quarter revenue.Shares of AMD rose more than 4% in extended trading.Here's how the chipmaker did versus LSEG expectations for the quarter that ended March 29:Earnings per share: 96 cents adjusted vs. 94 cents expectedRevenue: $7.44 billion vs. $7.13 billi ...

AMD Financial Results First Quarter 2025 May 6, 2025 This presentation contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD), such as the features, functionality, performance, availability, timing and expected benefits of future AMD products; AMD's large growth opportunities across diverse set of markets; AMD's data center AI accelerator opportunity; the integration of the ZT Systems' business and the expected benefits, synergies and growth to result therefrom; AMD's proposed sal ...

NEWS RELEASE Media Contact: Drew Prairie AMD Communications 512-602-4425 drew.prairie@amd.com Investor Contact: Liz Stine AMD Investor Relations 720-652-3965 liz.stine@amd.com AMD Reports First Quarter 2025 Financial Results SANTA CLARA, Calif. ― May 6, 2025 ― AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2025. First quarter revenue was $7.4 billion, gross margin was 50%, operating income was $806 million, net income was $709 million and diluted earnings per share was $0.44. On ...

SANTA CLARA, Calif., May 06, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2025. First quarter revenue was $7.4 billion, gross margin was 50%, operating income was $806 million, net income was $709 million and diluted earnings per share was $0.44. On a non-GAAP(*) basis, gross margin was 54%, operating income was $1.8 billion, net income was $1.6 billion and diluted earnings per share was $0.96. “We delivered an outstanding start to 2025 as year-over-ye ...

Advanced Micro Devices Inc. AMD will report its first-quarter earnings after today’s market closes.Wall Street expects earnings per share of 94 cents and revenue of $7.13 billion. The chipmaker's stock is up 20.27% over the past month, although it’s still down 16.61% year to date and off 35.43% from last year. Advanced Micro Devices, or AMD, lost 62% of its market capitalization between March 2024 and early April 2025. The stock appears to be recovering now, though earnings results could play a big role her ...

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