AMD (AMD) Q2 Revenue Jumps 32%
Advanced Micro Devices (NASDAQ:AMD), a leading semiconductor company best known for its processors and graphics cards, released its results on August 5, 2025. The quarter’s headline news was a record revenue of $7.7 billion (GAAP), up 32% from the same period last year. This significantly outpaced analyst expectations of $7.41 billion (non-GAAP). Earnings per share (Non-GAAP) came in at $0.48, meeting consensus estimates. However, profitability was affected by a one-time $800 million inventory charge tied to U.S. government export controls on certain high-end AI accelerators bound for China, which led to compressed margins. Despite this regulatory setback, management reported robust free cash flow of $1.18 billion and continued momentum across its core businesses, with gains in data center, client, and gaming segments balancing out weakness in embedded systems.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Advanced Micro Devices is a major designer of central processing units (CPUs), graphics processing units (GPUs), and adaptive chips for personal computers, data centers, gaming consoles, and embedded systems. Its main product lines include Ryzen CPUs for PCs, Radeon GPUs for gaming, EPYC processors for servers, and Instinct accelerators for artificial intelligence (AI) workloads. The company focuses on designing the chips while relying on external partners, like Taiwan Semiconductor Manufacturing Company (TSMC), for manufacturing.
Source Fool.com
