HomeArtificial IntelligenceThe sales of AMDS Q4 revenue concerned $ 7.66 billion, a rise...

The sales of AMDS Q4 revenue concerned $ 7.66 billion, a rise of 24%, however the share falls

In the fourth quarter, Advanced Micro Devices reported a sales of seven.658 billion US dollars, a rise of 24% in comparison with the previous yr. However, the AMD share price fell after trading in $ 113.66 and a decline of 4.89%.

The net result was $ 482 million within the fourth quarter, which ended on December 31, which was 28% in comparison with $ 667 million within the previous yr.

AMD recorded sales of three.9 billion US dollars in the quantity of three.9 billion US dollars within the quarter, which rose to a rise of 69% in comparison with the previous yr. It was driven by Record Epyc CPU and Instinct GPU revenue – and the demand is powered by the rapid introduction of AI. For 2024, the sales of information center segment was a record of 12.6 billion US dollars, which corresponds to a rise of 94% in comparison with the previous yr, which is because of the expansion of each the AMD instinct and the EPYC processor.

On 2024 there are greater than 450 EPYC platforms from the leading servers and ODMS, including greater than 120 “Turin” platforms that rose in production within the fourth quarter of Cisco, Dell, HPE, Lenovo, Supermicro and others.

“2024 was a wonderful yr once we accelerated our AI hardware -roadmap to be able to provide an annual cadence of latest instinct accelerators, to expand our ROCM software -Suite with a major increase in inference and training performance, to accumulate strong customer relationships with necessary industry leaders To deliver greater than 5 US dollars to the AI ​​revenues of information centers for the yr, ”said Su.

Lisa SU is CEO from AMD.

In Cloud, AMD 2024 left most of the biggest hyperscale customers with a share of well over 50%.

“The Hyperscaler demand for EPYC CPUs was very strong, which is because of prolonged provisions that provide each your internal computing infrastructure and online services,” said SU. “The public cloud demand was also very strong, because the variety of EPYC instances in 2024 rose by 27% to greater than 1,000.

AWS, Alibaba, Google, Microsoft and Tencent have began greater than 100 AMD all -community purposes
and AI instances alone within the fourth quarter.

Customer income within the quarter was 2.3 billion US dollars, which rose by 58% of the previous yr. AMD itself expected the fourth fourth fourth fourth place to be achieved at 7.5 billion US dollars for sales or minus 300 million US dollars. As early as November, AMD announced that 4% of his employees or about 1,000 people.

SU said to customers that AMD achieved market shares for the fourth quarter in a row. She exhibited the desktop channel, which was sold out in several regions within the fourth quarter when Ryzen dominated the best-selling CPU lists worldwide for a lot of retailers and exceeded over 70% to Amazon, Negegg, Mindfactory and diverse others in the course of the holiday period.

SU examines 2025, SU said that AMD is growing the general PC market (TAM available) for a mid-single-digit percentage a yr in comparison with the previous yr.

“Based on the width of our CPU portfolio of the Leadership client and the strong dynamics for design, we will increase the sales of the client segment well before the market,” she said.

The gaming segment recorded sales of $ 563 million, which was because of a decline of 58% in comparison with the previous yr because of a lower semi-cord-specific turnover. These income mainly comes from the sales from Xbox and PlayStation Game Console.

Regarding Gaming, SU said in the decision that sales decreased by 59% in comparison with the previous yr to $ 563 million, because the half-customer turnover decreased as expected, since Microsoft and Sony focused on reducing the sewer inventory.

“Overall, this console production was very strong and highlighted by cumulative units
Occurs 100 million within the fourth quarter, ”she said. “We are looking forward to the front, we consider that channel inventories have now normalized and that the semi -customer sales will return to historical patterns in 2025.”

And in gaming graphics on the PC, SU said that sales decreased in comparison with the previous yr when AMD channel was sold out to arrange for the introduction of our Radeon 9000 series of the Radeon 9000.

“Our concentrate on this generation is to tackle the best a part of the enthusiast -gaming market with our recent RDNA 4 architecture,” said Su. “RDNA 4 provides a significantly higher performance by Ray Tracing and supports the university technology with AI drives that give mainstream players of high-quality 4K games when the Radeon 9070's first GPUs are sold at the start of March.”

Embedded income from the segment of $ 923 million, which corresponds to a decline of 13% in comparison with the previous yr, since customers continued to normalize the inventory.

AMD Ryzen Ai Pro 300 series
AMD Ryzen Ai Pro 300 series

In the primary quarter of 2025, AMD expects sales of around 7.1 billion US dollars plus or minus 300 million US dollars. At the middle of the sales area, this corresponds to growth of approx. 30% in comparison with the previous yr and a sequential decline of approx. 7%. The gross margin of the non-gaap is anticipated to be around 54%.

“2024 was a transformative yr for AMD, since in a proof we now have record sales and robust profit growth, Lisa SU, AMD -CEO Lisa Su.” The annual sales of the info center segment almost doubled when the Epyc processor accelerated the acceptance, and we now have More than 5 billion US dollars at AMD Instinct Accelerator sales.

In an analyst call, SU said: “2024 was a transformative yr for AMD. We have successfully established our Ai franchise franchise from Multibillion Data Center, launched a wide selection of management products and won significant server and PC market shares. As a result, we achieved record income, rose by 26 percent a yr by 26 percent and doubled the Free Cashflow greater than doubled in comparison with 2023. “

She added that the info center segment contributed around 50% to annual sales, because the acceptance of instincts and Epyc processor with customers of cloud, corporate and supercomputing customers was significantly expanded. The results of the Q4 were driven by the expansion of the info center and the client segment-burrowing with a double-digit percentage.

Every yr the annual turnover rose by $ 25.8 billion, because the sales of the info center was almost doubled and the turnover of customer segment increased by 52%, which increased greater than reducing the decline within the games and the embedded segments.

“In 2024 we closed with a robust fourth quarter to attain a record sales by 24% in comparison with the previous yr and to hurry up the profit management while we now have aggressively invested in AI and innovation to position ourselves for long -term growth and added value,” said AMD CFO Jean Hu, in a proof.

As already mentioned, AMD released around 1,000 of his 26,000 employees from November. That was about 4% of his employees. The AMD's own layoffs come at a time when AMD Intel has struck on the X86 processor market. However, AMD also became AI accelerator within the transition of graphics processing units (GPUS) in competition with the KI chip market giant Nvidia.

However, Mercury Research reports that AMDS Q4 share of the processors against Intel is now 34%, until years ago.

SU said AMD closed a record of $ 14 billion in 2024, a rise of greater than 25% in comparison with the previous yr, since customers of the purchasers expanded the commercial computer platforms and won AMD
Large, recent embedded processor designs.

Thanks to the Epyc and Ryzen processors, AMD expects to proceed to win market shares all yr round.

“For 2025, we expect the zeragum field to strengthen in all of our firms and promote strong growth in our data center and customer company and modest increases in our gaming and embedded firms,” said Su. “Against this background, we consider that we will achieve a robust double -digit percentage sales and the expansion of EPS from yr to yr.”

SU mentioned Deepseek, the AI ​​model produced by Chinia, which will be used with minimal use of GPUs. This led to a crash in Tech shares, including particularly Nvidia share price.

“The recent announcements of necessary AI infrastructure investments reminiscent of Stargate and the newest model fractures from Deepseek and all institutes raise the incredibly quick pace of AI applications,” said Su. “These are precisely the sorts of progress that we would love to see when the industry invests in an increased computing capability and at the identical time drive the envelope for software innovations to be able to make AI more accessible and to enable generative and agentian AI experiences through groundbreaking Can run on practically anyone
Digital device. “

Su said she believes that the trends AMD will use on a steep long-term growth crawling, which of the fast scaling of the AI ​​franchise franchise from Data Center of greater than 5 billion US.

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