For 2024, AMD achieved record data center revenue of $12.6 billion, a 94% increase, and expects Q1 2025 revenue to be around $7.1 billion. CEO Lisa Su emphasized AMD's transformative year and the potential for continued growth in 2025, driven by high-performance computing demand. CFO Jean Hu highlighted the company's strategic investments in AI and innovation. Despite layoffs, AMD's market share against Intel rose to 34%, reflecting its competitive position in the x86 processor market.
Key takeaways:
- AMD reported a 24% increase in revenue for the fourth quarter, reaching $7.658 billion, despite a 4.89% drop in stock price in after-hours trading.
- The data center segment saw significant growth, with revenue reaching $3.9 billion in the quarter, driven by record Epyc CPU and Instinct GPU revenues and the rapid adoption of AI.
- AMD laid off about 4% of its staff, approximately 1,000 employees, in November 2024, despite strong performance in the x86 processor market against Intel.
- For the first quarter of 2025, AMD expects revenue to be approximately $7.1 billion, with a non-GAAP gross margin of about 54%.