超威半导体(AMD)
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AMD reports better-than-expected results but margin guidance only meets estimates
CNBC· 2025-11-05 05:41
AMD CEO Lisa Su speaks at a Senate Commerce, Science, and Transportation Committee hearing in Washington on May 8, 2025. The leaders of some of the biggest technology and artificial intelligence companies will go to Congress on Thursday with a wish list of sorts that at its top has doing away with regulation they say inhibits their firms' growth and by default, sends business to China.Advanced Micro Devices reported fiscal third-quarter results that exceeded Wall Street expectations, but gave margin guidanc ...
AMD Reports Sharply Higher Profits, Sales
WSJ· 2025-11-05 05:41
The chip maker reported steep gains in both profit and sales for the third quarter as it moved deeper into AI data centers and increased sales of personal computer processors. ...
AMD Q3 Earnings: Revenue, EPS Top Estimates As AI Data Center Business Drives Growth
Benzinga· 2025-11-05 05:39
Advanced Micro Devices Inc (NASDAQ:AMD) reported financial results for the third quarter on Tuesday after the bell. Here’s a look at the key metrics from the chipmaker’s report.AMD stock is trending. See what the experts say here.Q3 Highlights: AMD reported third-quarter revenue of $9.25 billion, beating analyst estimates of $8.74 billion. The chipmaker reported third-quarter adjusted earnings of $1.20 per share, beating estimates of $1.16 per share, according to Benzinga Pro.Total revenue in the quarter in ...
Earnings live: Pinterest stock tanks, AMD and Supermicro falter, Rivian pops amid flurry of Q3 reports
Yahoo Finance· 2025-11-05 05:27
The third quarter earnings season is in full swing, with several AI players reporting results this week, including Palantir (PLTR), AMD (AMD), and Supermicro (SMCI). So far, the earnings season is off to a positive start. As of Oct. 31, 64% of S&P 500 companies have reported results, according to FactSet data, and analysts are expecting a 10.7% jump in earnings per share during the third quarter. If that figure holds, it would mark the fourth straight quarter of double-digit earnings growth but a decelera ...
AMD beats Q3 estimates on top and bottom line, offers strong Q4 guidance
Yahoo Finance· 2025-11-05 05:21
Advanced Micro Devices (AMD) reported its Q3 earnings after the bell on Tuesday topped analysts' expectations on earnings and revenue and provided strong fourth quarter guidance. The company say it foresees revenue of between $9.3 billion and $9.9 billion. Wall Street was anticipating revenue of $9.21 billion. AMD stock rose in the immediate wake of the report, then reversed gains to fall as much as 4% in premarket trading on Wednesday. "We delivered an outstanding quarter, with record revenue and profi ...
AMD forecasts fourth-quarter revenue above estimates
Reuters· 2025-11-05 05:19
Advanced Micro Devices forecast fourth-quarter revenue above market estimates on Tuesday, betting on the multibillion-dollar expansions of data center infrastructure to boost demand for its artificial... ...
AMD forecasts fourth-quarter revenue above estimates on strong AI chip demand
Yahoo Finance· 2025-11-05 05:18
By Arsheeya Bajwa and Max A. Cherney (Reuters) -Advanced Micro Devices forecast fourth-quarter revenue above market estimates on Tuesday, betting on the multibillion-dollar expansions of data center infrastructure to boost demand for its artificial intelligence chips. AMD has received significant investments in AI hardware from companies such as ChatGPT maker OpenAI and the U.S. Department of Energy, as investors expect spending on advanced processors will continue. But fears remain that the AI boom has ...
AMD三季度营收92.5亿美元,分析师预期87.4亿美元。三季度资本开支2.58亿美元,预期2.197亿美元。预计四季度营收93亿-99亿美元,分析师预期92.1亿美元
华尔街见闻· 2025-11-05 05:16
风险提示及免责条款 AMD三季度营收92.5亿美元,分析师预期87.4亿美元。 三季度资本开支2.58亿美元,预期2.197亿美 元。 预计四季度营收93亿-99亿美元,分析师预期92.1亿美元。 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 ...
AMD(AMD) - 2025 Q3 - Quarterly Results
2025-11-05 05:16
收入和利润表现 - 第三季度营收创纪录达92.46亿美元,同比增长36%[2][4] - 第三季度GAAP净收入为12.43亿美元,同比增长61%;非GAAP净收入为19.65亿美元,同比增长31%[4][6] - 2025年第三季度非GAAP净利润为19.65亿美元,每股收益1.20美元[16] - 2025年第三季度净收入为92.46亿美元,环比增长20.3%(上季度为76.85亿美元),同比增长35.6%(去年同期为68.19亿美元)[24] - 2025年前九个月净收入为243.69亿美元,同比增长34.4%(去年同期为181.27亿美元)[24] - 2025年第三季度净利润为12.43亿美元,环比增长42.5%(上季度为8.72亿美元),同比增长61.2%(去年同期为7.71亿美元)[24] - 公司第三季度总营收92.46亿美元,环比增长20.3%,同比增长35.6%[27] - 前九个月总营收为243.69亿美元,同比增长34.4%[27] 毛利率和利润指标 - 第三季度GAAP毛利率为52%,非GAAP毛利率为54%[2][4][6] - 2025年第三季度非GAAP毛利润为49.92亿美元,对应毛利率54%[16] - 2025年第三季度毛利润为47.80亿美元,毛利率为52%,显著高于上季度的40%和去年同期的50%[24] - 第二季度因库存及相关费用产生8亿美元支出,剔除后非GAAP毛利率约为54%[7] - 2025年第二季度经调整(剔除美国出口限制相关库存费用)后非GAAP毛利润为41.26亿美元,毛利率54%[19] - 第四季度营收展望约为96亿美元,中点同比增长约25%,非GAAP毛利率展望约为54.5%[13] 运营收入和费用 - 2025年第三季度非GAAP营业收入为22.38亿美元,对应营业利润率24%[16] - 2025年第三季度GAAP营业收入为12.70亿美元,较上一季度GAAP营业亏损1.34亿美元实现扭亏为盈[16] - 2025年第三季度运营收入为12.70亿美元,相比上季度的运营亏损1.34亿美元大幅改善,同比增长75.4%(去年同期为7.24亿美元)[24] - 2025年第三季度股票薪酬总额为4.19亿美元[16] - 2025年第三季度与收购相关的无形资产摊销为5.62亿美元[16] 各业务部门表现 - 数据中心部门营收为43亿美元,同比增长22%[10] - 客户端和游戏部门营收为40亿美元,同比增长73%;其中客户端营收创纪录达28亿美元,游戏营收为13亿美元[10] - 嵌入式部门营收为8.57亿美元,同比下降8%[10] - 数据中心部门第三季度营收43.41亿美元,环比增长34.0%,同比增长22.3%[27] - 客户端和游戏部门第三季度营收40.48亿美元,其中客户端业务营收27.50亿美元,同比增长46.2%[27] - 数据中心部门第三季度营业利润为10.74亿美元,相比第二季度的营业亏损1.55亿美元实现扭亏为盈[27] 现金流状况 - 2025年第三季度运营活动产生的净现金为21.59亿美元,同比增长243.8%(去年同期为6.28亿美元)[26] - 2025年前九个月运营活动产生的净现金为51.09亿美元,同比增长193.3%(去年同期为17.42亿美元)[26] - 2025年前九个月用于投资活动的净现金为39.92亿美元,主要用于收购(17.16亿美元)和购买物业及设备(7.52亿美元)[26] - 第三季度自由现金流为15.30亿美元,自由现金流利润率为17%[27][32] - 第三季度运营现金流为17.88亿美元,运营现金流利润率为19%[32] - 前九个月自由现金流为34.37亿美元,同比增长161.6%[27][32] - 公司第三季度资本支出为2.58亿美元,同比增长95.5%[27] 资产负债表项目 - 截至2025年9月27日,现金及现金等价物为48.08亿美元,较2024年底的37.87亿美元增长27.1%[25] - 截至2025年9月27日,库存为73.13亿美元,较2024年底的57.34亿美元增长27.6%[25] - 截至第三季度末,现金及短期投资总额为72.43亿美元,同比增长59.4%[27] 其他收益和特殊项目 - 股权投资收益净额在2025年第三季度带来2600万美元收益[16] - 2025年第二季度因不确定税务状况准备金转回带来8.53亿美元收益[16] - 2025年第三季度来自已终止经营业务(ZT Systems制造业务)的收入为7100万美元[16][18] 战略合作与展望 - AMD与OpenAI达成战略合作,将部署6吉瓦AMD GPU,首批1吉瓦MI450 GPU于2026年下半年开始[10] - AMD与Oracle合作,OCI将提供由5万个AMD Instinct MI450 GPU驱动的AI超算集群,计划于2026年第三季度初始部署[10] 其他财务指标 - 第三季度调整后EBITDA为24.31亿美元,环比增长123.4%,同比增长28.8%[27][31]
AMD Reports Third Quarter 2025 Financial Results
Globenewswire· 2025-11-05 05:15
SANTA CLARA, Calif., Nov. 04, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the third quarter of 2025. Third quarter revenue was a record $9.2 billion, gross margin was 52%, operating income was $1.3 billion, net income was $1.2 billion and diluted earnings per share was $0.75. On a non-GAAP(*) basis, gross margin was 54%, operating income was $2.2 billion, net income was $2 billion and diluted earnings per share was $1.20. Our third quarter results did not include any reve ...