AMD anticipates a revenue of $7.43 billion for Q2 FY 2025, a 25% year-on-year increase, propelled by strong demand in Data Center AI products. Gross-margin performance from the previous quarter appeared robust, but potential downturns in Gaming and Embedded sectors may temper expectations. The Client Segment is under close watch for signs of stabilization or weakness, particularly as PC inventories normalize. Expectations for Q2 earnings are for a normalized EPS of $0.48, reflecting an overall positive growth outlook despite certain segment headwinds.
AMD's revenue is projected to reach $7.43 billion for Q2 FY 2025, showing a significant 25% year-on-year growth driven by strong AI demand.
The company faces potential challenges in the Gaming and Embedded segments, which could impact gross-margin expansion following a notable margin gain in Q4.
Investors are closely watching the Data Center AI trajectory, particularly in terms of EPYC CPU and Instinct GPU deployment trends.
Guidance for the Client Segment in Q2 will be crucial, as analysts predict a slowdown in Consumer CPU sales amidst normalizing notebook inventories.
Collection
[
|
...
]