NASDAQ$AMD

Advanced Micro Devices Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

AMD reported strong revenue and earnings growth, driven by record Data Center segment revenue and growth in the Client segment.

AMD announced strong Q2 2024 financial results with revenue of $5.8 billion, a gross margin of 49%, and operating income of $269 million. The company's growth was primarily driven by record Data Center segment revenue and strong growth in the Client segment. AMD is well-positioned for continued growth in the second half of the year, led by demand for Instinct, EPYC, and Ryzen processors.

  • AMD delivered strong revenue and earnings growth in the second quarter, driven by record Data Center segment revenue.
  • The AI business continued accelerating, positioning AMD to deliver strong revenue growth in the second half of the year.
  • AMD executed well with revenue above the midpoint of guidance, driven by strong growth in the Data Center and Client segments.
  • Gross margin expanded and solid earnings growth was delivered, while increasing strategic AI investments for future growth.

Headline financials

Total Revenue

$5.84B

Previous: $5.36B+8.9%
EPS

$0.16

Previous: $0.58-72.4%
Gross Margin

49.0%

Previous: 46.0%+6.5%
Operating Margin

5.0%

Previous: 0.0%
Free Cash Flow Margin

8.0%

No prior period
Capital Expenditures

-$296M

Previous: -$283M-4.6%
Free Cash Flow

-$31M

Previous: -$256M+87.9%
Net Income

$265M

Previous: $27M+881.5%
Operating Income

$269M

Previous: -$20M+1445.0%
Gross Profit

$2.86B

Previous: $2.44B+17.2%
Cash & Equivalents

$4.11B

Previous: $3.84B+7.1%
Total Assets

$67.9B

Previous: $68B-0.1%
R&D Expense

$1.58B

No prior period
Stock-Based Comp

$346M

Previous: $348M-0.6%

Revenue & EPS history

AMD · Revenue · Quarterly

$5.84B

Q2 2024+8.9%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

AMD · $5.8B total across 4 segments · Q3 2023

  • Data Center
    $1.6B-0.7%
  • Gaming
    $1.51B-7.7%
  • Client
    $1.45B+42.2%
  • Embedded
    $1.24B-4.6%

Forward guidance

For the third quarter of 2024, AMD expects revenue to be approximately $6.7 billion, plus or minus $300 million. Non-GAAP gross margin is expected to be approximately 53.5%.

Tailwinds

  • Revenue is expected to be approximately $6.7 billion, plus or minus $300 million.
  • Represents year-over-year growth of approximately 16% at the midpoint of the revenue range.
  • Sequential growth of approximately 15% is expected at the midpoint of the revenue range.
  • Non-GAAP gross margin is expected to be approximately 53.5%.

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 Q2 2024

Historical avgQ2 2024

-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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