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AMD on the road to recovery.

Grim5 said:
AMD's shares drop 4.2% after company posts a Q2 2025 operating loss, blaming inventory issues due to Trump's China GPU bans

wccftech.com

AMD Gutted By China GPU Ban - Posts Q2 Operating Loss

AMD's Q2 earnings show $7.6B revenue and $0.48 EPS, with guidance of $8.4B to $9B amid a 59% rise in costs, causing a 4.2% share drop.
wccftech.com wccftech.com
Click to expand...

Yeah....


SANTA CLARA, Calif., Aug. 05, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the second quarter of 2025. Second quarter revenue was a record $7.7 billion, gross margin was 40%, operating loss was $134 million, net income was $872 million and diluted earnings per share was $0.54. On a non-GAAP(*) basis, gross margin was 43%, operating income was $897 million, net income was $781 million and diluted earnings per share was $0.48. As previously announced, our second quarter results were impacted by the U.S. Government's export control on our AMD Instinct™ MI308 data center GPU products. For the quarter, these restrictions led to approximately $800 million in inventory and related charges. Excluding these charges, non-GAAP gross margin would have been approximately 54%.
Click to expand...


For the third quarter of 2025, AMD expects revenue to be approximately $8.7 billion, plus or minus $300 million. At the mid-point of the revenue range, this represents year-over-year growth of approximately 28% and sequential growth of approximately 13%. Non-GAAP gross margin is expected to be approximately 54%. Our current outlook does not include any revenue from AMD Instinct MI308 shipments to China as our license applications are currently under review by the U.S. Government.
Click to expand...

ir.amd.com

AMD Reports Second Quarter 2025 Financial Results

SANTA CLARA, Calif., Aug. 05, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the second quarter of 2025.…...
ir.amd.com ir.amd.com

They have gone back up a little, currently down 1.40%

Advanced Micro Devices, Inc. (AMD) Stock Price, Quote, News & Analysis

A high-level overview of Advanced Micro Devices, Inc. (AMD) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.
seekingalpha.com seekingalpha.com

  • Data Center segment revenue was $3.2 billion, up 14% year-over-year primarily driven by strong demand for AMD EPYC™ processors more than offsetting headwinds impacting AMD Instinct MI308 shipments to China.
  • Client and Gaming segment revenue was $3.6 billion, up 69% year-over-year. Client revenue was a record $2.5 billion, up 67% year-over-year primarily driven by strong demand for the latest “Zen 5” AMD Ryzen™ desktop processors and a richer product mix. Gaming revenue was $1.1 billion, up 73% year-over-year driven by an increase in semi-custom revenue and strong AMD Radeon™ GPU demand.
  • Embedded segment revenue was $824 million, down 4% year-over-year as demand in end markets remained mixed.
Click to expand...

They are up 32% Over Q2 2024 despite the China Problem, this is due to being up in every other segment, if not for that they would have been up a lot more.

Gaming revenue is up 73% due in part to strong Radeon GPU demand, this doesn't jell with with the idea that AMD sold less RX 9000 series GPU's that tech jurnoes are peddling, this idea comes from Jon Peddie Research statement that AMD lost 50% marketshare to Nvidia, Jon Peddie are counting AI GPU's as part of that, as i said, Nvidia can sell more GPU's while AMD can do the same and simultaneously lose market share, this is not a thing where Nvidia gamers are winning. These jurnoes should be concerned how much Nvidia are AI driven instead of being critical of AMD for not being the same, of course they don't realise this, they never do, because they are stupid. They don't understand the first thing about anything.

We now know why AMD are down on Nvidia by so much, Nvidia have a deal with Trump, they are free to sell AI GPU's in to China, AMD aren't, they are working on that, if Nvidia are free to sell AI GPU's to China, why shouldn't AMD?

biloYhw.png
 
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humbug said:
Yeah....







ir.amd.com

AMD Reports Second Quarter 2025 Financial Results

SANTA CLARA, Calif., Aug. 05, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the second quarter of 2025.…...
ir.amd.com ir.amd.com

They have gone back up a little, currently down 1.40%

Advanced Micro Devices, Inc. (AMD) Stock Price, Quote, News & Analysis

A high-level overview of Advanced Micro Devices, Inc. (AMD) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.
seekingalpha.com seekingalpha.com



They are up 32% Over Q2 2024 despite the China Problem, this is due to being up in every other segment, if not for that they would have been up a lot more.

Gaming revenue is up 73% due in part to strong Radeon GPU demand, this doesn't jell with with the idea that AMD sold less RX 9000 series GPU's that tech jurnoes are peddling, this idea comes from Jon Peddie Research statement that AMD lost 50% marketshare to Nvidia, Jon Peddie are counting AI GPU's as part of that, as i said, Nvidia can sell more GPU's while AMD can do the same and simultaneously lose market share, this is not a thing where Nvidia gamers are winning. These jurnoes should be concerned how much Nvidia are AI driven instead of being critical of AMD for not being the same, of course they don't realise this, they never do, because they are stupid. They don't understand the first thing about anything.

We now know why AMD are down on Nvidia by so much, Nvidia have a deal with Trump, they are free to sell AI GPU's in to China, AMD aren't, they are working on that, if Nvidia are free to sell AI GPU's to China, why shouldn't AMD?

biloYhw.png
Click to expand...
Apparently Nvidia are expected to incur $4Bn loss this qtr. due to trumps wisdom. However licenses to sell to China are about to be granted soon but as that depends on king trump who knows when.
If that happens (and Lisa appears to believe it will) that that will be a huge bonus
 
TrixP10 said:
Apparently Nvidia are expected to incur $4Bn loss this qtr. due to trumps wisdom. However licenses to sell to China are about to be granted soon but as that depends on king trump who knows when.
If that happens (and Lisa appears to believe it will) that that will be a huge bonus
Click to expand...
Jesus....
 
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