"Then there is the TAM math from the call. Lisa Su said the server CPU market should now grow at "greater than 35% annually, reaching over $120 billion by 2030", with CPU-to-GPU ratios moving from 1:8 toward 1:1. She also said the company has a "clear path to exceed our long-term financial targets, including delivering more than $20 in EPS over the strategic time frame.""
AMD delivered Q1 FY2026 revenue of $10.253 billion, up 37.85% year over year, and non-GAAP EPS of $1.37, beating estimates. Operating income rose 83.13% and net income rose 95.06% alongside a 38% revenue increase. The Data Center segment generated $5.77 billion, up 57% year over year, and non-GAAP gross margin reached 55%, with Q2 guidance at 56%. Free cash flow increased to $2.56 billion, more than tripling. The balance sheet showed debt-to-equity of 0.071, interest coverage of 28.2, and $5.58 billion in cash versus $64.46 billion in equity. Management projected server CPU market growth above 35% annually to over $120 billion by 2030 and CPU-to-GPU ratios moving toward 1:1.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]