earnings
confidence high
sentiment positive
materiality 0.90
AMD Q2 2025 Revenue Hits Record $7.7B, EPS $0.54; $800M Export Control Charge
ADVANCED MICRO DEVICES INC
2025-Q2 EPS reported
$0.97
revenue$15,123,000,000
- Revenue $7.685B (record), up 32% YoY; GAAP net income $872M, diluted EPS $0.54 (up 238% YoY).
- Data Center segment revenue $3.2B (+14% YoY); Client and Gaming $3.6B (+69% YoY) with record Client revenue $2.5B.
- U.S. export controls on MI308 GPUs caused ~$800M in inventory and related charges; non-GAAP gross margin would have been ~54% excluding those.
- Non-GAAP operating income $897M (down 29% YoY), non-GAAP EPS $0.48 (down 30% YoY).
- Announced definitive agreement to sell ZT Systems' data center manufacturing business to Sanmina for $3B in cash and stock.
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