Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Vattila who wrote (68833)	8/4/2025 8:09:41 PM
From: Joe NYC	Respond to of 72276

re: As you may know, AMD no longer reports Gaming as a separate segment. Gaming is now included in the merged Client and Gaming Segment. In the Q1 report they did break out the Gaming revenue and Client revenue separately, but not the operating income. I see. My recollection is that AMD organized client GPU and CPU under the same management structure, but would continue to report (break down) their results in the future. I think that would be great if you could preserve the revenue breakdown, to get a better understanding. But I completely overlooked that the Operating Income is now merged. But that's fine. Keeping the revenue breakdown (as long as AMD provides it) would be great. Maybe AMD is looking at this from the POV that Strix Halo can match low to mid discrete dGPUs, ant that trend may continue. So that the higher end client graphics would be sold with the CPU. But that's just one of the possible scenarios that can play out.