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Jun 26, 2021

AMD Q2 2021 Earnings Report

AMD's revenue and operating margin doubled, and profitability more than tripled, driven by strong demand across all businesses.

Key Takeaways

AMD reported exceptional second-quarter results with significant year-over-year growth in revenue, operating margin, and profitability. The company's performance exceeded expectations, driven by robust demand across all business segments.

Revenue increased 99 percent year-over-year.

Gross Margin expanded to 48 percent.

Operating income was $831 million compared to $173 million a year ago.

AMD now expects its 2021 annual revenue to grow by approximately 60 percent year-over-year.

Total Revenue
$3.85B
Previous year: $1.93B
+99.3%
EPS
$0.63
Previous year: $0.18
+250.0%
Gross Margin
48%
Gross Profit
$1.83B
Previous year: $848M
+115.8%
Cash and Equivalents
$2.62B
Previous year: $1.78B
+47.8%
Free Cash Flow
$888M
Previous year: $152M
+484.2%
Total Assets
$10.7B
Previous year: $6.58B
+62.4%

AMD

AMD

AMD Revenue by Segment

Forward Guidance

For the third quarter of 2021, AMD expects revenue to be approximately $4.1 billion, plus or minus $100 million, an increase of approximately 46 percent year-over-year and approximately 6 percent quarter-over-quarter. AMD expects non-GAAP gross margin to be approximately 48 percent in the third quarter of 2021. For the full year 2021, AMD now expects revenue growth of approximately 60 percent, and non-GAAP gross margin to be approximately 48 percent.

Positive Outlook

  • Revenue to be approximately $4.1 billion, plus or minus $100 million.
  • Increase of approximately 46 percent year-over-year.
  • Increase of approximately 6 percent quarter-over-quarter.
  • Year-over-year increase is expected to be driven by growth across all businesses.
  • AMD expects non-GAAP gross margin to be approximately 48 percent.

Revenue & Expenses

Visualization of income flow from segment revenue to net income