AMD Posts Q4 Beat, Signals Robust AI-Driven Growth Ahead
TL;DR Summary
AMD beat Q4 estimates with $10.27B in revenue and $1.53 in adjusted EPS, and guided for about $9.8B in Q1 revenue with a 55% gross margin, aided by $100M in MI308 AI-chip sales to China (excluding that, results were closer to consensus). CEO Lisa Su touted strong momentum entering 2026 and outlined a long-term growth path—over 35% CAGR in revenue for 3–5 years and data-center growth above 60%—though the stock fell about 7% after hours on the news.
- AMD posts big beat in Q4 with sunny Q1 sales guidance Sherwood News
- AMD posts better than anticipated Q4 earnings and Q1 outlook, but stock falls Yahoo Finance
- AMD Outlook Disappoints Investors Seeking Bigger AI Payoff Bloomberg.com
- AMD Sales Climb on Help From Data-Center Business The Wall Street Journal
- AMD earnings are just moments away. Here's what could drive the stock higher. MarketWatch
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