AMD 2Q 2025 profit report

Advanced small devices The quarter profits were reported on Tuesday, which was estimated. The arrow slides about 2 % in extended trading.

Here is how Chipmaker did for LSEG expectations for the quarter ending in June:

• Arrow profits48 cents expected for 49 cents
• profit: 7.69 billion dollars for $ 7.42 billion expected

For the current quarter, AMD expects $ 8.7 billion in sales, in addition to $ 300 million or minus, compared to profit forecast of $ 8.3 billion.

AMD reported a net income during the second quarter of money amounting to $ 872 million, or 54 cents per share, which increased from 265 million dollars, or 16 cents per share The period of time in the year. The total NVIDIA sales increased by 32 % in the period from $ 5.84 billion in the previous year.

AMD is the second largest company to manufacture graphics processing units (GPUS) for artificial intelligence NafidiaThat has the vast majority of the market. But large Amnesty International agents are like Dead Openai is increasingly looking to AMD to provide an alternative to the NVIDIA potatoes, especially for reasoning, or when artificial intelligence models are published in the audience.

During the quarter, AMD announced new AI chips It is called MI400 instinct It is expected to reach the market next year. Openai CEO of Openai’s CEO of OPNAI to the latest AMD graphics processing units.

AMD is also wrestling with chips export controls that have been placed on some AI chips because the United States government is concerned that strong GPU can be used by opponents to overcome American capabilities or use military purposes.

“Business revenue has decreased Amnesty International throughout the year, as American export restrictions have effectively canceled Mi308 sales to China, and we started moving to the next generation,” Lisa Soo, the AMD CEO, said in a call with analysts.

Mi308 was previously prevented to export to China in April, which the company said cost $ 800 million in the quarter -quarter. However, the company said in July that it expects to resume shipments after the Trump administration signal He will agree to concessions. Amd said that her view does not include any revenues from the artificial intelligence chip that focuses on China called Mi308 and its licensing requests are currently reviewed by the Ministry of Commerce. Soo said that she expects artificial intelligence revenues to grow on an annual basis in the current quarter.

SU told analysts about the call that the latest AI chips, called MI350, were competitive with GB200 chips in NVIDIA for training and reasoning.

“Seven of the ten best construction companies and artificial intelligence companies use instinct,” Su said. She said that AMD was in discussion with big customers.

Amd’s total margin was 43 %. The company said it would be 54 % if not for export control costs.

The main AMD works, regardless Intel To run more traditional servers.

Each of the CPU and the graphics processing unit in the company’s data center, which had 3.2 billion dollars, was reported, an increase of 14 % on an annual basis.

The other main part of AMD is the customer and games, which includes the company’s central processing units for laptops and desktop computers, and its 3D graphics processing unit. This increased by 69 % year on year to $ 3.6 billion. The customer’s revenues in itself increased by 57 % to $ 2.5 billion, in line with the expenses of the street account of $ 2.56 billion, partially driven by a strong demand for the latest CPU units of the company’s desktop, which is called by AMD Ryzen Zen 5.

Amd said that games revenue itself increased by 73 % year on year to $ 1.1 billion, compared to street estimates of $ 784 million, with increased demand for chips for gaming devices and graphics processing unit for gaming.