Highest-materiality recent filing
AMD enters $5.0B revolving credit facility, increases commercial paper program to $5.5B
New $5.0B unsecured revolving credit facility matures May 2031; replaces existing 2022 facility with JPMorgan as agent.
Revenue $10.3B (+38% YoY); GAAP net income $1.4B ($0.84 EPS); non-GAAP net income $2.3B ($1.37 EPS).
AMD and Meta announce multi-year partnership for up to 6 GW of Instinct GPUs; warrant issued
Warrant to purchase up to 160M AMD shares at $0.01/share, vesting upon Meta's purchases of 1-6 GW of AMD Instinct GPUs.
AMD approves $75M performance equity award for CEO Lisa Su; FY2025 bonuses disclosed
EIP bonuses: Su $3.13M, Hu $1.18M, Papermaster $1.29M, Norrod $1.16M, Hahn $738k.
AMD reports record Q4 revenue $10.3B, EPS $1.53 non-GAAP; FY2025 revenue $34.6B
Q4 GAAP net income $1.5B, diluted EPS $0.92 (up 217% YoY); non-GAAP EPS $1.53 (up 40%).
AMD reports record Q3 revenue of $9.246B, up 36% YoY; non-GAAP EPS $1.20
Q3 revenue $9.246B (+36% YoY); GAAP EPS $0.75, non-GAAP EPS $1.20.
AMD closes $2.4B+ cash-and-stock sale of ZT manufacturing biz to Sanmina
Sanmina issued 1,151,052 shares of SANM common stock and paid $2.4B in cash (subject to adjustments) to AMD.
AMD and OpenAI announce 6GW GPU partnership; AMD issues warrant for up to 160M shares
OpenAI commits to purchase up to 6 gigawatts of AMD Instinct GPUs; initial 1GW MI450 deployment starts 2H 2026.
AMD Q2 2025 Revenue Hits Record $7.7B, EPS $0.54; $800M Export Control Charge
Revenue $7.685B (record), up 32% YoY; GAAP net income $872M, diluted EPS $0.54 (up 238% YoY).
AMD Board Approves Salary Hikes and Equity Grants for CEO and Other Executives
CEO Lisa Su's annual base salary increases from $1,260,000 to $1,323,000 effective July 1, 2025.
AMD to sell ZT Systems manufacturing business to Sanmina for $3B
AMD sells ZT Systems' data center infrastructure manufacturing business to Sanmina for $3B in cash and stock, including up to $450M contingent payment.
AMD Q1 revenue $7.44B (+36% YoY); non-GAAP EPS $0.96; guides Q2 rev ~$7.9B
GAAP revenue $7.44B, net income $709M, diluted EPS $0.44; non-GAAP EPS $0.96.
AMD faces potential ~$800M charge from US export control on MI308 products to China
On April 15, 2025, AMD completed initial assessment of US export license requirement for MI308 products to China and D:5 countries.
AMD completes $3.375B ZT Systems acquisition; sees accretive by end of 2025
Paid $3.375B cash + ~8.3M AMD shares; contingent consideration up to $300M + 740k shares if conditions met.
AMD issues $1.5B senior notes to fund ZT Systems acquisition
$875M 4.212% notes due Sep 2026 and $625M 4.319% notes due Mar 2028.
AMD reports record Q4 revenue $7.7B, up 24% YoY; Data Center revenue $3.9B up 69%
Q4 GAAP EPS $0.29, non-GAAP EPS $1.09; FY2024 GAAP EPS $1.00, non-GAAP $3.31.
AMD reports Q3 revenue $6.8B, non-GAAP EPS $0.92; Data Center record $3.5B
Revenue $6.819B, up 18% YoY; GAAP EPS $0.47, non-GAAP EPS $0.92 (up 31% YoY).
AMD to acquire ZT Systems for up to $4.9B to expand data center AI systems
AMD signs definitive agreement to acquire ZT Systems for $4.9B: $1.125B in stock (8.34M shares) + $3.375B cash, plus up to $400M contingent.
AMD Q2 revenue $5.84B up 9% YoY; Data Center record $2.8B (+115% YoY)
GAAP EPS $0.16; non-GAAP EPS $0.69 up 19% YoY; non-GAAP gross margin 53%.
AMD Q1 2024 revenue $5.5B; Data Center segment revenue $2.3B (+80% YoY)
GAAP EPS $0.07, non-GAAP EPS $0.62; GAAP gross margin 47%, non-GAAP 52%.
Effective November 18, 2024, Ms. Smith will cease serving as AMD’s Chief Accounting Officer and continue her employment as Corporate Vice President until January 17, 2025 to assist with transition matters.
the Board of Directors of AMD appointed Mr. Philip Carter, 46, as AMD’s Corporate Vice President, Chief Accounting Officer and principal accounting officer effective as of November 18, 2024.
On July 20, 2024, Mr. Victor Peng, President, AMD, notified Advanced Micro Devices, Inc. (the “Company”) of his intention to retire from the Company, effective August 30, 2024.
Max materiality 0.90 · Median 0.75 · Most common event earnings