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TAP TIMES -18- JUNE 2025

AMD reports blockbuster Y/Y, but flat quarter-over-quarter revenue

SAN JOSE, Calif. — Advanced Micro
Devices recently reported blockbuster
year-over-year revenue of $7.43
billion for the Q1 2025, versus $5.47
billion, a 36% jump, over the same
period a year ago.

For the prior quarter, however, the
company’s revenue was almost flat at
$7.65 billion, a slight dip of 3%.

The gross margin was 50%, operating
income was $806 million, net income was
$709 million. Diluted EPS was $0.44 using AMD’s San Jose, Calif. headquarters (AMD)
GAAP measures. 30% year-over-year, primarily due to a
decrease in semi-custom revenue.
“We delivered an outstanding start
to 2025 as year-over-year growth End market demand remains mixed
accelerated for the fourth consecutive Embedded segment revenue in the
quarter driven by strength in our core quarter was $823 million, down 3% year-
businesses and expanding data center over-year as demand in end markets
and AI momentum,” said Dr. Lisa Su, AMD remained mixed.
chair and CEO.

For the second quarter of 2025, AMD
Positioned for strong growth expects revenue to be approximately $7.4
“Despite the dynamic macro and billion, plus or minus $300 million.
regulatory environment, our first quarter
.
results and second quarter outlook Non-GAAP gross margin is estimated
highlight the strength of our differentiated to be 43% inclusive of approximately
product portfolio and consistent execution $800 million in charges for inventory and
positioning us well for strong growth in related reserves due to the new export
2025,” she added. controls. amd.com

Data Center segment revenue in the
quarter was $3.7 billion, up 57% year- Advertisers
over-year primarily driven by growth in
AMD EPYC CPU and AMD Instinct GPU Advanced Interconnects advanced.com
sales. Contech Solutions contechsolutions.com
IDEAgraphics ideagrfx.com
Leeno Industrial Co. leeno.com
Client and Gaming segment revenue in Micro Control Co. microcontrol.com
the quarter was $2.9 billion, up 28% year- Mirror Semiconductor mirrorsemi.com
over-year. Client revenue was $2.3 billion, OKins Electronics okinsglobal.com
precisioncontacts.com
Precision Contacts
up 68% year-over-year primarily driven Robson Technologies Inc. testfixtures.com
by strong demand for the latest “Zen 5” Signal Integrity signalin.com
AMD Ryzen processors and a richer mix. TAP Times taptimes.com
topline.tv
TopLine
Gaming revenue was $647 million, down