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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (95350)	11/4/2025 8:22:29 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95383

Advanced Micro Devices beats by $0.03, beats on revs; guides Q4 revs above consensus -3.70% Reports Q3 (Sep) earnings of $1.20 per share, $0.03 better than the FactSet Consensus of $1.17; revenues rose 35.6% year/year to $9.25 bln vs the $8.76 bln FactSet Consensus.On a non-GAAP basis, gross margin was 54%, operating income was $2.2 billion, net income was $2 billion and diluted earnings per share was $1.20. Our third quarter results did not include any revenue from shipments of AMD Instinct MI308 GPU products to China.Co issues upside guidance for Q4, sees Q4 revs of $9.3-9.9 bln vs. $9.21 bln FactSet Consensus. Non-GAAP gross margin is expected to be approximately 54.5%."We delivered an outstanding quarter, with record revenue and profitability reflecting broad based demand for our high-performance EPYC and Ryzen processors and Instinct AI accelerators," said Dr. Lisa Su, AMD chair and CEO. "Our record third quarter performance and strong fourth quarter guidance marks a clear step up in our growth trajectory as our expanding compute franchise and rapidly scaling data center AI business drive significant revenue and earnings growth.""We delivered record quarterly revenue of $9.2 billion, up 36% year-over-year, and generated record free cash flow, reflecting the strength of our leadership portfolio and disciplined execution," said Jean Hu, AMD executive vice president, chief financial officer and treasurer. "Our continued investments in AI and high-performance computing are driving significant growth and position AMD to deliver long-term value creation."