The sales of AMDS Q4 revenue concerned $ 7.66 billion, an increase of 24%, but the share falls

In the fourth quarter, Advanced Micro Devices reported a sales of 7.658 billion US dollars, an increase of 24% compared to the previous year. However, the AMD share price fell after trading in $ 113.66 and a decline of 4.89%.

The net result was $ 482 million in the fourth quarter, which ended on December 31, which was 28% compared to $ 667 million in the previous year.

AMD recorded sales of 3.9 billion US dollars in the amount of 3.9 billion US dollars in the quarter, which rose to an increase of 69% compared to the previous year. 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 data center segment was a record of 12.6 billion US dollars, which corresponds to an increase of 94% compared to the previous year, which is due to the growth of both the AMD instinct and the EPYC processor.

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

“2024 was an excellent year when we accelerated our AI hardware -roadmap in order to provide an annual cadence of new instinct accelerators, to expand our ROCM software -Suite with a significant increase in inference and training performance, to build up strong customer relationships with important industry leaders To deliver more than 5 US dollars to the AI revenues of data centers for the year, ”said Su.

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

“The Hyperscaler demand for EPYC CPUs was very strong, which is due to extended provisions that provide both your internal computing infrastructure and online services,” said SU. “The public cloud demand was also very strong, since the number of EPYC instances in 2024 rose by 27% to more than 1,000.

AWS, Alibaba, Google, Microsoft and Tencent have started more than 100 AMD all -community purposes
and AI instances alone in the fourth quarter.

Customer income in the quarter was 2.3 billion US dollars, which rose by 58% of the previous year. 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 in the fourth quarter when Ryzen dominated the best-selling CPU lists worldwide for many retailers and exceeded over 70% to Amazon, Negegg, Mindfactory and numerous others during the holiday period.

SU examines 2025, SU said that AMD is growing the overall PC market (TAM available) for a mid-single-digit percentage a year compared to the previous year.

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

The gaming segment recorded sales of $ 563 million, which was due to a decline of 58% compared to the previous year due to 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 call that sales decreased by 59% compared to the previous year to $ 563 million, since 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 in the fourth quarter, ”she said. “We are looking forward to the front, we believe 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 compared to the previous year when AMD channel was sold out to prepare for the introduction of our Radeon 9000 series of the Radeon 9000.

“Our focus on this generation is to tackle the highest part of the enthusiast -gaming market with our new RDNA 4 architecture,” said Su. “RDNA 4 provides a significantly better 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 beginning of March.”

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

In the first quarter of 2025, AMD expects sales of around 7.1 billion US dollars plus or minus 300 million US dollars. At the center of the sales area, this corresponds to growth of approx. 30% compared to the previous year and a sequential decline of approx. 7%. The gross margin of the non-gaap is expected to be around 54%.

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

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

She added that the data center segment contributed around 50% to annual sales, since 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 growth of the data center and the customer segment-burrowing with a double-digit percentage.

Every year the annual turnover rose by $ 25.8 billion, since the sales of the data center was almost doubled and the turnover of customer segment increased by 52%, which increased more than reducing the decline in the games and the embedded segments.

“In 2024 we closed with a strong fourth quarter to achieve a record sales by 24% compared to the previous year and to speed up the profit management while we have aggressively invested in AI and innovation to position ourselves for long -term growth and added value,” said AMD CFO Jean Hu, in an explanation.

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 in 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, an increase of more than 25% compared to the previous year, since customers of the customers expanded the industrial computer platforms and won AMD
Large, new embedded processor designs.

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

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

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

“The recent announcements of important AI infrastructure investments such as Stargate and the latest model fractures from Deepseek and all institutes raise the incredibly quick pace of AI applications,” said Su. “These are exactly the types of progress that we want to see when the industry invests in an increased computing capacity and at the same time to promote the envelope for software innovations in order to make AI more accessible and to enable generative and agent AGI 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 more than 5 billion US.