Advanced Micro Devices Inc
XMUN:AMD
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Advanced Micro Devices Inc
XMUN:AMD
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Invesco Ltd
XMUN:3IW
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Telefonaktiebolaget LM Ericsson
NASDAQ:ERIC
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Eni SpA
F:ENI1
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Alzchem Group AG
F:ACT0
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ASMPT Ltd
F:AY7A
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Eckert & Ziegler SE
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Expeditors International of Washington Inc
XMUN:EW1
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DKLS Industries Bhd
KLSE:DKLS
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Evonik Industries AG
XMUN:EVK
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Alaska Air Group Inc
XMUN:ALK
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Brown-Forman Corp
DUS:BF5B
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F:NG3
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OTC:TRQMF
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Intellabridge Technology Corp
OTC:KASHF
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Pepco Group NV
F:8UX
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Equifax Inc
XMUN:EFX
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Fresh Vine Wine Inc
OTC:AMZE
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Clairvest Group Inc
F:N77
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Kimberly-Clark Corp
XMUN:KMY
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Econframe Bhd
KLSE:EFRAME
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ONWARD Medical NV
F:63E
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Lifecore Biomedical Inc
F:LDE
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Flow Traders Ltd
AEX:FLOW
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Ergebniskonferenzen
Letzter Earnings Call
Record quarter: AMD reported record revenue of $11.5 billion, up 50% year over year, with record profitability and gross margin of 56%.
Data center strength: Data center revenue more than doubled to a record $6.7 billion, driven by EPYC server CPUs and Instinct AI accelerators.
AI ramp: Management said Helios rack-scale AI shipments start later this quarter and ramp through Q4 into 2027, with customer demand running ahead of the original forecast.
2027 outlook: AMD said data center revenue should more than double in 2027, server revenue should grow more than 70%, and the company now expects to grow well above its prior long-term target.
PC and embedded: Client was strong despite a softer PC backdrop, gaming fell on lower console and graphics demand, and embedded returned to stronger growth with broad-based demand.
Margins and spending: Gross margin improved on mix, while OpEx rose as AMD kept investing in AI silicon, systems, and software.