2 messages
AMD
AMD: AI & CPU Growth Drives Bullish Q3 Outlook
Aug 6, 2025, 03:02 AM
Quarterly Post-Earnings Summary
AMD delivered a strong Q2 revenue beat and robust AI/CPU momentum, with margin compression driven by a one-off charge; Q3 guidance signals accelerating growth and margin recovery.
AMD
AMD: Data Center Growth vs. Margin Headwinds
Aug 3, 2025, 09:05 PM
Earnings Outlook
AMD’s Q2 FY2025 outlook is driven by strong Data Center and AI growth, but margin risks from inventory charges and China export controls could pressure profitability.