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Technology Stocks : Semi Equipment Analysis

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Nov 5 4:00 PM EST

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To: Return to Sender who wrote (94834)	8/5/2025 7:26:01 PM
From: Return to Sender	Read Replies (1) of 95367

Advanced Micro Devices reports EPS in-line, beats on revs, Data Center revenue up 14% yr/yr; guides Q3 revs above consensus 4:19 PM ET 8/5/25 \| Briefing.com Reports Q2 (Jun) earnings of $0.48 per share, excluding non-recurring items, in-line with the FactSet Consensus of $0.48; revenues rose 31.7% year/year to $7.68 bln vs the $7.42 bln FactSet Consensus.Non-GAAP gross margin of 43% compared to 53% in year-earlier quarter.Data Center segment revenue was $3.2 billion, up 14% year-over-year primarily driven by strong demand for AMD EPYC processors more than offsetting headwinds impacting AMD Instinct MI308 shipments to China.Client and Gaming segment revenue was $3.6 billion, up 69% year-over-year. Client revenue was a record $2.5 billion, up 67% year-over-year primarily driven by strong demand for the latest "Zen 5" AMD Ryzen desktop processors and a richer product mix. Gaming revenue was $1.1 billion, up 73% year-over-year driven by an increase in semi-custom revenue and strong AMD Radeon GPU demand.Co issues upside guidance for Q3, sees Q3 revs of $8.7 bln, +/- $300 mln, equating to revenue $8.4-$9.0 bln vs. $8.32 bln FactSet Consensus. Sees Non-GAAP gross margin of approximately 54%.Current outlook does not include any revenue from AMD Instinct MI308 shipments to China as our license applications are currently under review by the U.S. Government.

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