NASDAQ$AMD

Advanced Micro Devices Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

AMD reported record revenue and strong earnings growth, driven by Data Center segment and AMD Instinct accelerator revenue.

AMD reported a record fourth quarter revenue of $7.7 billion, up 24% year-over-year. The Data Center segment saw significant growth, with annual revenue nearly doubling. The company is optimistic about continued growth in 2025 due to its product portfolio and increasing demand for high-performance and adaptive computing.

  • AMD's Q4 2024 revenue reached a record $7.7 billion, a 24% increase year-over-year.
  • Data Center segment revenue nearly doubled in 2024, driven by EPYC processor adoption and AMD Instinct accelerator revenue.
  • Non-GAAP diluted earnings per share was $1.09, up 42% year-over-year.
  • AMD anticipates continued growth in 2025, supported by its product portfolio and demand for high-performance computing.

Headline financials

Total Revenue

$7.66B

Previous: $6.17B+24.2%
EPS (adj)

$1.09

Previous: $0.77+41.6%
Capital Expenditures

-$208M

Previous: -$139M-49.6%
Net Income

$482M

Previous: $667M-27.7%
Operating Income

$871M

Previous: $342M+154.7%
Gross Profit

$3.88B

Previous: $2.91B+33.4%
R&D Expense

$1.71B

Previous: $1.51B+13.3%
Stock-Based Comp

$339M

Previous: $374M-9.4%

Revenue & EPS history

AMD · Revenue · Quarterly

$7.66B

Q4 2024+24.2%vs Q4 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 first quarter of 2025, AMD expects revenue to be approximately $7.1 billion, plus or minus $300 million. Non-GAAP gross margin is expected to be approximately 54%.

Tailwinds

  • Revenue expected to be approximately $7.1 billion, plus or minus $300 million.
  • Year-over-year growth of approximately 30% at the mid-point of the revenue range.
  • Non-GAAP gross margin is expected to be approximately 54%.

Headwinds

  • Sequential decline of approximately 7% at the mid-point of the revenue range.
  • Outlook statements are based on current expectations.
  • Actual results could differ materially depending on market conditions.
  • Factors set forth under “Cautionary Statement” could affect actual results.
  • The timing and impact of adjustments are dependent on future events that are typically uncertain or outside of AMD's control.

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 Q4 2024

Historical avgQ4 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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