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Dec 27, 2025
AMD Q4 2025 Earnings Report
AMD delivered record fourth-quarter revenue and earnings driven by strong data center and client demand.
Key Takeaways
AMD posted record Q4 2025 revenue and strong profitability, led by rapid growth in the Data Center segment and solid Client and Gaming performance, resulting in significant operating and net income expansion.
Record quarterly revenue driven by strong Data Center growth
Data Center segment posted double-digit year-over-year growth
Operating income and net income more than doubled year over year
Non-GAAP profitability reached record levels
Revenue by Segment
Forward Guidance
For Q1 2026, AMD expects revenue to be approximately $9.8 billion with stable profitability despite a sequential decline.
Positive Outlook
- Strong year-over-year revenue growth outlook
- Continued momentum in Data Center AI products
- Sustained demand for EPYC and Ryzen processors
- Non-GAAP gross margin expected to remain healthy
- Expanding AI and high-performance computing partnerships
Challenges Ahead
- Sequential revenue decline expected quarter over quarter
- Ongoing impact of export controls on China sales
- Macroeconomic uncertainty affecting demand visibility
- Competitive pressure in data center and client markets
- Regulatory and geopolitical risks remain elevated
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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