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AMD’s Epic Earnings & Shocking Setback: What Is The Impact Of The MASSIVE China-Related Revenue Loss?

Advanced Micro Devices (AMD) delivered a robust start to 2025, reporting stronger-than-expected earnings that reinforced the company’s growth trajectory in high-demand areas like AI and data centers. The semiconductor firm posted first-quarter adjusted earnings per share of $0.96, slightly above Wall Street’s estimate of $0.94, with total revenue hitting $7.4 billion, surpassing the projected $7.1 billion. This performance was fueled by the impressive 57% year-over-year growth in AMD’s Data Center segment, which reached $3.7 billion. Strong sales of EPYC server CPUs and Instinct AI accelerators helped AMD gain market share in both the cloud and enterprise verticals. CEO Lisa Su emphasized in the earnings release that despite macroeconomic and regulatory headwinds, AMD’s differentiated product lineup and execution positioned it for solid growth throughout the year. The company’s optimistic second-quarter outlook projected revenue around $7.4 billion at the midpoint, beating analysts’ consensus of $7.2 billion.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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