NASDAQ$AMD

Advanced Micro Devices Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

AMD reported strong third quarter financial results driven by record revenue.

AMD announced strong third quarter financial results, with record revenue of $6.8 billion, a gross margin of 50%, operating income of $724 million, and net income of $771 million. The company's performance was driven by higher sales of EPYC and Instinct data center products and robust demand for Ryzen PC processors. AMD is on track to deliver record annual revenue for 2024 based on significant growth in the Data Center and Client segments.

  • Delivered strong third quarter financial results with record revenue.
  • Experienced higher sales of EPYC and Instinct data center products.
  • Saw robust demand for Ryzen PC processors.
  • On-track to deliver record annual revenue for 2024 based on significant growth in Data Center and Client segments.

Headline financials

Total Revenue

$6.82B

Previous: $5.8B+17.6%
EPS

$0.47

Previous: $0.70-32.9%
Gross Margin

50.0%

Previous: 47.0%+6.4%
Operating Margin

11.0%

Previous: 4.0%+175.0%
Free Cash Flow Margin

7.0%

No prior period
Adjusted EBITDA

$1.89B

No prior period
Capital Expenditures

-$428M

Previous: -$407M-5.2%
Free Cash Flow

$343M

Previous: -$108M+417.6%
Net Income

$771M

Previous: $299M+157.9%
Operating Income

$724M

Previous: $224M+223.2%
Gross Profit

$3.42B

Previous: $2.75B+24.5%
Cash & Equivalents

$3.9B

Previous: $3.56B+9.4%
Total Assets

$69.6B

Previous: $67.6B+3.0%
Stock-Based Comp

$351M

Previous: $353M-0.6%

Revenue & EPS history

AMD · Revenue · Quarterly

$6.82B

Q3 2024+17.6%vs Q3 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 fourth quarter of 2024, AMD expects revenue to be approximately $7.5 billion, plus or minus $300 million. Non-GAAP gross margin is expected to be approximately 54%.

Tailwinds

  • Expected revenue of approximately $7.5 billion, plus or minus $300 million.
  • Represents year-over-year growth of approximately 22% at the midpoint.
  • Represents sequential growth of approximately 10% at the midpoint.
  • Non-GAAP gross margin is expected 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 Q3 2024

Historical avgQ3 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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