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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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Sam

To: Sam who wrote (93765)	2/4/2025 10:47:53 PM
From: Return to Sender	1 Recommendation of 95564

Advanced Micro Devices beats by $0.01, beats on revs; guides Q1 revs in-line 4:18 PM ET 2/4/25 \| Briefing.com Reports Q4 (Dec) earnings of $1.09 per share, excluding non-recurring items, $0.01 better than the FactSet Consensus of $1.08; revenues rose 24.2% year/year to $7.66 bln vs the $7.53 bln FactSet Consensus.Data Center segment revenue in the quarter was a record $3.9 billion, up 69% year-over-year primarily driven by the strong ramp of AMD Instinct GPU shipments and growth in AMD EPYC CPU sales. Client segment revenue in the quarter was a record $2.3 billion, up 58% year-over-year primarily driven by strong demand for AMD Ryzen processors. Gaming segment revenue in the quarter was $563 million, down 59% year-over-year, primarily due to a decrease in semi-custom revenue. Embedded segment revenue in the quarter was $923 million, down 13% year-over-year, as end market demand continues to be mixed.Co issues in-line guidance for Q1, sees Q1 revs of $6.8-7.4 bln vs. $7 bln FactSet Consensus.Non-GAAP gross margin is expected to be approximately 54%.

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