AMD Advanced Micro Devices (AMD) Q4 FY25 earnings call
AMD concluded FY25 with record revenue and strong momentum across all segments, particularly in Data Center, driven by accelerating AI and EPYC processor demand. The company is strategically investing in its AI roadmap, including the MI450 series and Helios platform, to capitalize on a multi-year demand super cycle. While facing some headwinds in semi-custom and the broader PC market, AMD anticipates significant top-line and bottom-line growth in FY26, leveraging its differentiated products and operational scale.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
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.