Close Menu
Nabka News
  • Home
  • News
  • Business
  • China
  • India
  • Pakistan
  • Political
  • Tech
  • Trend
  • USA
  • Sports

Subscribe to Updates

Subscribe to our newsletter and never miss our latest news

Subscribe my Newsletter for New Posts & tips Let's stay updated!

What's Hot

Floral displays adorn Beijing ahead of V-Day parade-Xinhua

August 26, 2025

Over 190,000 relocated across Punjab as Sutlej swells: NDMA

August 26, 2025

PM orders swift evacuations as floods impact Sutlej, Ravi, and Chenab

August 26, 2025
Facebook X (Twitter) Instagram
  • Home
  • About NabkaNews
  • Advertise with NabkaNews
  • DMCA Policy
  • Privacy Policy
  • Terms of Use
  • Contact us
Facebook X (Twitter) Instagram Pinterest Vimeo
Nabka News
  • Home
  • News
  • Business
  • China
  • India
  • Pakistan
  • Political
  • Tech
  • Trend
  • USA
  • Sports
Nabka News
Home » AMD earnings report 2Q 2025
Tech

AMD earnings report 2Q 2025

i2wtcBy i2wtcAugust 6, 2025No Comments4 Mins Read
Share Facebook Twitter Pinterest LinkedIn Tumblr Email WhatsApp Copy Link
Follow Us
Google News Flipboard Threads
Share
Facebook Twitter LinkedIn Pinterest Email Copy Link


Lisa Su, CEO of Advanced Micro Devices, and Sam Altman, CEO of OpenAI, testifiy during the Senate Commerce, Science and Transportation Committee hearing titled “Winning the AI Race: Strengthening U.S. Capabilities in Computing and Innovation,” in Hart building on Thursday, May 8, 2025.

Tom Williams | CQ-Roll Call, Inc. | Getty Images

Advanced Micro Devices reported quarter earnings on Tuesday that missed estimates. The stock slid about 5% in extended trading.

Here’s how the chipmaker did versus LSEG expectations for the quarter ended June:

Earnings per share: 48 cents adjusted versus 49 cents expectedRevenue: $7.69 billion versus $7.42 billion expected

For the current quarter, AMD expects sales of $8.7 billion, plus or minus $300 million, versus expectations of earnings of $8.3 billion.

AMD reported net income during its fiscal second quarter of $872 million, or 54 cents per share, increasing from $265 million, or 16 cents per share in the year-ago period. Nvidia’s overall sales rose 32% in the period from $5.84 billion a year earlier.

AMD is the second-biggest maker of graphics processing units (GPUs) for artificial intelligence behind Nvidia, which has the vast majority of the market. But big AI customers such as Meta and OpenAI are increasingly looking to AMD to provide an alternative to Nvidia’s pricey chips, especially for inference, or when AI models are deployed to the public.

During the quarter, AMD announced new AI chips called the Instinct MI400 that are expected to hit the market next year. OpenAI CEO Sam Altman committed to using AMD’s newest GPUs.

AMD is also grappling with chip export controls which have been placed on some of its AI chips because the U.S. government worries that powerful GPUs could be used by adversaries to surpass American capabilities or be used for military purposes.

“AI business revenue declined year over year as US export restrictions effectively eliminated MI308 sales to China, and we began transitioning to our next generation,” AMD CEO Lisa Su said on a call with analysts.

The MI308 was previously barred for export to China in April, which the company said cost it $800 million in the June quarter. However, the company said in July that it expected shipments to resume after the Trump administration signaled that it would approve waivers. AMD said its outlook doesn’t include any revenue from its China-focused AI chip called the MI308 and its license applications are currently being reviewed by the Department of Commerce. Su said she expected AI revenue to grow year-over-year in the current quarter.

AMD misses on EPS, CEO sees 'robust demand' across computing & AI production portfolio

Su told analysts on the call that the company’s newest AI chip, called Instinct MI350, was competitive with Nvidia’s GB200 chips for training and inference.

“Seven of the top ten model builders and AI companies use Instinct,” Su said. She said that AMD was in discussion with large customers to build out clusters based on the company’s AI chips.

AMD’s adjusted gross margin during the quarter was 43%. The company said it would have been 54% if not for export control costs.

AMD’s main business, aside from GPUs, is making central processors, called CPUs, which compete with Intel to power more traditional servers.

Both CPUs and GPUs are reported in the company’s data center segment, which had $3.2 billion in revenue, up 14% on an annual basis. AMD said on Tuesday that its data center CPUs had seen increased demand because they have an important role in GPU-based AI servers.

“In some of the cloud capex numbers that have come out that have been quite positive, that is not only a GPU statement, but there’s actually significant CPU capex in there as well,” Su said.

The other major segment for AMD is called Client and Gaming, which includes the company’s CPUs for laptops and desktops, and its GPUs for 3D gaming. That was up 69% on an annual basis to $3.6 billion. Client revenue by itself rose 57% to $2.5 billion, in line with the StreetAccount expectations of $2.56 billion, partially driven by strong demand for the company’s latest desktop CPUs, which it calls AMD Ryzen Zen 5.

Gaming revenue by itself was up 73% year-over-year to $1.1 billion, versus StreetAccount estimate of $784 million, with its growth due to increased demand for custom chips for game consoles and gaming GPUs, AMD said.



Source link

Share. Facebook Twitter Pinterest LinkedIn Tumblr Email WhatsApp Copy Link
i2wtc
  • Website

Related Posts

Tech

Okta Q2 earnings report 2026

August 26, 2025
Tech

EchoStar stock surges 75% on $23 billion AT&T wireless spectrum deal

August 26, 2025
Tech

Meta used National PTA to push child safety efforts: report

August 26, 2025
Tech

Google says YouTube TV to lose Fox channels if new deal isn’t reached

August 25, 2025
Tech

Intel says Trump deal has risks for shareholders, international sales

August 25, 2025
Tech

Nvidia’s ‘robot brain’ chip, Thor, goes on sale around the world

August 25, 2025
Add A Comment
Leave A Reply Cancel Reply

Top Posts

Floral displays adorn Beijing ahead of V-Day parade-Xinhua

August 26, 2025

House Republicans unveil aid bill for Israel, Ukraine ahead of weekend House vote

April 17, 2024

Prime Minister Johnson presses forward with Ukraine aid bill despite pressure from hardliners

April 17, 2024

Justin Verlander makes season debut against Nationals

April 17, 2024
Don't Miss

Trump says China’s Xi ‘hard to make a deal with’ amid trade dispute | Donald Trump News

By i2wtcJune 4, 20250

Growing strains in US-China relations over implementation of agreement to roll back tariffs and trade…

Donald Trump’s 50% steel and aluminium tariffs take effect | Business and Economy News

June 4, 2025

The Take: Why is Trump cracking down on Chinese students? | Education News

June 4, 2025

Chinese couple charged with smuggling toxic fungus into US | Science and Technology News

June 4, 2025

Subscribe to Updates

Subscribe to our newsletter and never miss our latest news

Subscribe my Newsletter for New Posts & tips Let's stay updated!

About Us
About Us

Welcome to NabkaNews, your go-to source for the latest updates and insights on technology, business, and news from around the world, with a focus on the USA, Pakistan, and India.

At NabkaNews, we understand the importance of staying informed in today’s fast-paced world. Our mission is to provide you with accurate, relevant, and engaging content that keeps you up-to-date with the latest developments in technology, business trends, and news events.

Facebook X (Twitter) Pinterest YouTube WhatsApp
Our Picks

Floral displays adorn Beijing ahead of V-Day parade-Xinhua

August 26, 2025

Over 190,000 relocated across Punjab as Sutlej swells: NDMA

August 26, 2025

PM orders swift evacuations as floods impact Sutlej, Ravi, and Chenab

August 26, 2025
Most Popular

Albanians reject China’s claim that Australia is at fault in encounter with dangerous aircraft

May 8, 2024

South China Sea: If the Philippines goes to war, Cagayan governor says accepting Beijing’s enemies risks attack.

May 10, 2024

China’s ‘core power’ in quantum technology targeted in latest US trade blacklist, Chinese physicist warns

May 11, 2024
© 2025 nabkanews. Designed by nabkanews.
  • Home
  • About NabkaNews
  • Advertise with NabkaNews
  • DMCA Policy
  • Privacy Policy
  • Terms of Use
  • Contact us

Type above and press Enter to search. Press Esc to cancel.