AMD Q4 Sales Jump 34% to $10.3B, Guides Q1 Above $9.5B
Advanced Micro Devices reported Q4 2025 revenue of $10.3 billion, up 34% year-over-year, with data center sales rising 39% to $5.38 billion and adjusted EPS of $1.53 beating consensus by 16%. The company guided Q1 revenue to $9.5-$10.1 billion and plans to launch its MI450 AI accelerator in H2.
1. Q4 2025 Results
Advanced Micro Devices closed Q4 2025 with revenue of $10.3 billion, marking a 34% increase year-over-year, and delivered adjusted EPS of $1.53, surpassing consensus estimates by 16%.
2. Segment Performance
Data center sales surged to $5.38 billion, up 39% YoY driven by EPYC processor demand and ramping Instinct GPU shipments, while PC-related revenue rose 34% to $3.1 billion, exceeding forecasts by 7%.
3. Q1 Guidance and Market Reaction
The company forecasted Q1 revenue of $9.5–$10.1 billion, averaging $9.8 billion versus street estimates of $9.39 billion; the range disappointed some investors expecting above-$10 billion guidance.
4. H2 MI450 Launch and Outlook
Advanced Micro Devices expects to release its MI450 AI accelerator in the second half, called an inflection point by CEO Lisa Su, and is collaborating with supply partners to expand production for sustained server demand.