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Mar 26, 2022

AMD Q1 2022 Earnings Report

AMD delivered record revenue driven by significant double digit percentage year-over-year growth in each of its businesses and the addition of Xilinx.

Key Takeaways

AMD reported record first quarter revenue of $5.9 billion, a 71% increase year-over-year, driven by higher revenue in the Computing and Graphics and Enterprise, Embedded and Semi-Custom segments, and the inclusion of Xilinx revenue. Non-GAAP gross margin was 53%, and non-GAAP operating income was $1.8 billion. The company's increased full-year guidance reflects higher AMD organic growth and the addition of the growing Xilinx business.

Revenue of $5.9 billion was up 71% year-over-year and 22% quarter-over-quarter.

Non-GAAP gross margin was 53%, an increase of 7 percentage points year-over-year.

Record non-GAAP operating income was $1.8 billion, up 141 % year-over-year.

Record non-GAAP diluted earnings per share was $1.13, up 117% year-over-year.

Total Revenue
$5.89B
Previous year: $3.45B
+70.9%
EPS
$1.13
Previous year: $0.52
+117.3%
Gross Profit
$2.82B
Previous year: $1.59B
+77.6%
Cash and Equivalents
$4.74B
Previous year: $1.76B
+168.9%
Free Cash Flow
$924M
Previous year: $832M
+11.1%
Total Assets
$66.9B
Previous year: $10B
+566.0%

AMD

AMD

Forward Guidance

For the second quarter of 2022, AMD expects revenue to be approximately $6.5 billion, plus or minus $200 million, an increase of approximately 69% year-over-year. AMD expects non-GAAP gross margin to be approximately 54% in the second quarter of 2022.

Positive Outlook

  • Revenue expected to be approximately $6.5 billion, plus or minus $200 million.
  • Increase of approximately 69% year-over-year.
  • Driven by the addition of Xilinx and higher server, semi-custom and client revenue.
  • Quarter-over-quarter increase is expected to be primarily driven by Xilinx and higher server revenue.
  • AMD expects non-GAAP gross margin to be approximately 54%.