Report on profits AMD 2Q 2025

Extended micro -device The quarter was reported on Tuesday, which missed the estimates. The stock slid about 5% in advanced trade.

Here’s how the chips made compared to LSEG’s expectations for a quarter ended in June:

• Income per share: 48 cents adjusted against 49 cents expected
• Income: 7.69 billion dollars vs. $ 7.42 billion expected

For the current quarter, AMD is waiting for a $ 8.7 billion sales plus or minus $ 300 million, as well as $ 8.3 billion in profit.

AMD reported net income for its financial second quarter at $ 872 million, or 54 cents per share, an increase of $ 265 million, or 16 cents per share in the period of the year. Nvidia’s total sales have previously increased by 32% from $ 5.84 billion.

AMD-DRUDS ADVIED MAKING GPU (GPU) for artificial intelligence behind Nvidiahaving the vast majority of the market. But the great AI customers such as Meta And Openai is increasingly looking for AMD to provide an alternative to expensive Nvidia chip, especially for the conclusion, or when AI models are unfolding for the public.

During the AMD quarter announced the new AI chips named instinct mi400 Which is expected to enter the market next year. Openai CEO Sam Altman pledged to use the latest AMD graphic processors.

AMD is also faced with the control over export chips that have been located on some of its chips II, as the US government is worried that powerful graphic processors can be used by opponents to exceed US capabilities or used for military purposes.

“AI income from business has fallen over the year as US export restriction effectively eliminates MI308 sales to China, and we started moving to the next generation,” AMD CEO Lisa is said on a call with analysts.

Earlier, MI308 was banned for export to China in April, which, according to the company, cost $ 800 million in June. However, in July, the company stated that it was expected that the shipment would resume after Trump administration signal that would allow it to refuse. AMD said its forecast does not include income from the AI Chinese chip, called MI308, and its licensing applications are currently being considered by the Ministry of Commerce. Suu said she expected a profit from growth in the past quarter.

Sue told analysts at the call that the newest AI chip, called the Instinct Mi350, was competitive with Nvidia GB200 chips for training and conclusions.

“Seven of the top ten model builders and AI companies use the instinct,” SU said. She said AMD was discussed with big customers to create clusters based on company -based company.

The corrected gross profitability of AMD was 43%during the quarter. The company stated that it would be 54%if it had not been for export control.

AMD Business Business Businesses, besides graphic processors, makes the CPUs called the processors competing Intel For eating more traditional servers.

Both processors and graphic processors are reported in the segment of the company’s processing centers, which received $ 3.2 billion, which is 14% per annum. On Tuesday, AMD said in the process of data centers there is increased demand as they play an important role in AI servers based on GPU.

“In some Cloud Capex numbers, which were quite positive, it is not only a GPU statement, but also there is a significant CPU Capex and there,” SU said.

Another main segment for AMD is called a client and games that includes company processors for laptops and desktops, as well as its graphic processors for 3D games. This increased by 69% on an annual basis to $ 3.6 billion. The customer’s revenue itself increased by $ 57% to $ 2.5 billion, according to Sitteacount expectations of $ 2.56 billion, partially due to the high demand for the company he calls AMD Ryzen Zen 5.

Game revenue increased by 73% compared to a year to $ 1.1 billion, compared to the $ 784 million STRITACount estimate, with its growth by increasing the demand for custom chips for gaming consoles and gaming graphic processors, AMD said.