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Lisa Su: Thank you, Matt, and good afternoon to all those listening today. 2025 was a defining year for Advanced Micro Devices, Inc. With record revenue, net income, and free cash flow driven by broad ...

Earnings call AMD reported Q4 revenue of $10.3B, up 34% YoY, and FY2025 revenue of $34.6B, also up 34% YoY. Data center revenue surged 39% YoY in Q4, with record Instinct GPU and EPYC CPU sales.

Now, AMD is quickly approaching its Q4 earnings date (February 3rd, based on Seeking Alpha), and I think it makes complete sense to upgrade the stock back to a "Buy" given what is currently priced in ...

Let's talk about transformers, and not robots in disguise, but the neural network architecture that underpins basically every modern AI model. Transformers are smart, but they trade training ...

Advanced Micro Devices (AMD) is upgraded to 'Buy' ahead of Q4 earnings, driven by robust AI accelerator demand and hyperscaler CapEx momentum. AMD's consistent earnings beats, strong analyst revisions ...

AMD says it’s ready to support Microsoft launching its next Xbox as soon as next year. AMD says it’s ready to support Microsoft launching its next Xbox as soon as next year. is a senior editor and ...

AMD's commentary hasn't been enough to soothe investors, with the stock's declines accelerating during the earnings call. Shares are off 6.6% after being down about 5% heading into the call. Analysts ...

On the earnings call, AMD CEO Lisa Su called out AMD's "accelerating" artificial-intelligence business and discussed the company's product roadmap. The company is "well positioned to grow data-center ...

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast, A Bit Personal. Following its January... Save my User ID and Password ...

TSMC is seeing great success right now. AMD is looking to turn its business around over the next five years. However, 2025 is in the past. What matters now is how these stocks will grow over the next ...

During the company's fourth-quarter earnings call, AMD said it is not assuming any additional revenue from China beyond the $100 million it expects to generate in the first quarter of 2025, citing ...