AMD Advanced Micro Devices (AMD) Q4 FY24 earnings call
AMD concluded FY24 with record quarterly and annual revenue, propelled by significant growth in its Data Center AI and Client segments. The company is accelerating its AI hardware roadmap, with the MI350 series now expected to ramp production by mid-year, and is seeing strong adoption of its EPYC and Ryzen processors. While Gaming and Embedded segments faced headwinds, management anticipates a strengthening demand environment across all businesses in 2025, projecting strong double-digit revenue and EPS growth.
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AMD operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| EPYC-powered cloud instances | 1,600+EPYC-powered cloud instances increased nearly 50% year-over-year to more than 1,600 with instances optimized for virtually every enterprise workload and expanded availability across the largest global cloud providers.Source: earnings call transcript | 1,600+Fifth-gen EPYC Turin now powers nearly 1/3 of the more than 1,600 EPYC public cloud instance types available globally as providers broaden their offerings with new database storage and AI workloads.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.