NASDAQ$AMD

Advanced Micro Devices Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

AMD delivered record revenue driven by significant double digit percentage year-over-year growth in each of its businesses and the addition of Xilinx.

AMD reported record first quarter revenue of $5.9 billion, a 71% increase year-over-year, driven by higher revenue in the Computing and Graphics and Enterprise, Embedded and Semi-Custom segments, and the inclusion of Xilinx revenue. Non-GAAP gross margin was 53%, and non-GAAP operating income was $1.8 billion. The company's increased full-year guidance reflects higher AMD organic growth and the addition of the growing Xilinx business.

  • Revenue of $5.9 billion was up 71% year-over-year and 22% quarter-over-quarter.
  • Non-GAAP gross margin was 53%, an increase of 7 percentage points year-over-year.
  • Record non-GAAP operating income was $1.8 billion, up 141 % year-over-year.
  • Record non-GAAP diluted earnings per share was $1.13, up 117% year-over-year.

Headline financials

Total Revenue

$5.89B

Previous: $3.45B+70.9%
EPS (adj)

$1.13

Previous: $0.52+117.3%
Capital Expenditures

-$71M

Previous: -$66M-7.6%
Free Cash Flow

$715M

Previous: $489M+46.2%
Net Income

$786M

Previous: $555M+41.6%
Operating Income

$951M

Previous: $662M+43.7%
Gross Profit

$2.82B

Previous: $1.59B+77.6%
Cash & Equivalents

$4.74B

Previous: $1.76B+168.9%
Total Assets

$66.9B

Previous: $10B+566.0%
Stock-Based Comp

$199M

Previous: $85M+134.1%

Revenue & EPS history

AMD · Revenue · Quarterly

$5.89B

Q1 2022+70.9%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

AMD · $5.33B total across 2 segments · Q1 2022

  • Data Center
    $2.8B
  • Embedded
    $2.53B

Forward guidance

For the second quarter of 2022, AMD expects revenue to be approximately $6.5 billion, plus or minus $200 million, an increase of approximately 69% year-over-year. AMD expects non-GAAP gross margin to be approximately 54% in the second quarter of 2022.

Tailwinds

  • Revenue expected to be approximately $6.5 billion, plus or minus $200 million.
  • Increase of approximately 69% year-over-year.
  • Driven by the addition of Xilinx and higher server, semi-custom and client revenue.
  • Quarter-over-quarter increase is expected to be primarily driven by Xilinx and higher server revenue.
  • AMD expects non-GAAP gross margin to be approximately 54%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.7%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+6.2%

Avg return

30 days after

39%

27 / 69 earnings

Positive

+47.8%

Q1 2016

Best reaction

-23.2%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.7%+29.0%+31.1%
Q4 2025-9.6%-10.8%-20.5%
Q3 2025+3.6%-2.4%-12.8%
Q2 2025-6.4%-1.2%-13.3%
Q1 2025+1.9%+9.6%+17.8%
Q4 2024-6.3%-7.5%-16.1%
Q3 2024-7.1%-11.3%-14.8%
Q2 2024+3.4%-5.2%+4.1%
Q1 2024-9.9%-6.0%+4.1%
Q4 2023-5.7%-0.1%+8.3%
Q3 2023+12.3%+16.7%+26.0%
Q2 2023-4.4%+1.2%-7.6%
Q1 2023-9.0%+0.2%+33.2%
Q4 2022+16.8%+18.8%+11.0%
Q3 2022-2.4%+3.5%+29.0%
Q2 2022+1.4%+5.7%-14.9%
Q1 2022+10.7%+6.1%+20.9%
Q4 2021+7.4%+8.2%-2.0%
Q3 2021-0.1%-1.7%+29.0%
Q2 2021+6.7%+15.7%+16.8%
Q1 2021-1.6%-4.4%-8.2%
Q4 2020-5.6%-9.0%-12.4%
Q3 2020-7.1%-8.4%+5.4%
Q2 2020+10.3%+12.3%+21.5%
Q1 2020-5.0%-11.7%-8.4%
Q4 2019-3.6%-4.6%-10.7%
Q3 2019-1.7%+3.6%+17.0%
Q2 2019-9.1%-12.1%-6.1%
Q1 2019-3.2%+1.9%+1.2%
Q4 2018+14.4%+21.5%+16.6%
Q3 2018-23.2%-32.8%-22.8%
Q2 2018+13.3%+20.0%+48.1%
Q1 2018+9.4%+7.8%+34.2%
Q4 2017+3.2%-6.5%-10.7%
Q3 2017-12.6%-16.0%-19.4%
Q2 2017+4.2%-1.5%-11.7%
Q1 2017-22.4%-23.4%-15.9%
Q4 2016+13.7%+15.4%+31.0%
Q3 2016-3.7%+10.8%+28.7%
Q2 2016+7.9%+29.0%+40.9%
Q1 2016+47.8%
Q4 2015-11.3%
Q3 2015-0.5%
Q2 2015-8.7%
Q1 2015-4.6%
Q4 2014+2.5%
Q3 2014+4.2%
Q2 2014-17.8%
Q1 2014+9.6%
Q4 2013-12.2%
Q3 2013-13.7%
Q2 2013-8.0%
Q1 2013+2.9%
Q4 2012+11.0%
Q3 2012-21.3%
Q2 2012-13.7%
Q1 2012-2.6%
Q4 2011+2.5%
Q3 2011-1.6%
Q2 2011-0.2%
Q1 2010-0.7%
Q1 2011-3.1%
Q4 2008-6.2%
Q4 2010-6.2%
Q3 2009+6.2%
Q3 2010+6.2%
Q2 2009-0.1%
Q4 2009-0.1%
Q2 2010-0.1%

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