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Superior micro units reported income of $ 7.658 billion within the fourth quarter, which is 24 % increased than a 12 months in the past. However AMD inventory costs dropped to $ 113.66 after hours, which is 4.89 %.
The online revenue for the fourth quarter ended December 31 was 2 482 million, down 28 % from $ 667 million a 12 months in the past.
The AMD noticed the information heart’s revenue within the quarter 9 3.9 billion, which is 69 % increased than a 12 months in the past. This report was pushed by the income of the EPYCPU and the GPU – and the demand is transferring from the fast adoption of the AI. For 2024, the information heart class revenue was a report $ 12.6 billion, a rise of 94 % over the earlier 12 months, which is pushed by each AMD Jawlath and the EPYC processors.
Exiting 2024, there are greater than 450 EPYC platforms obtainable from server server OEMS and ODMs, together with greater than 120 “tourin” platforms that Cisco, Dell, HPE, Lenovo, Tremendous Micro and The opposite has gone into manufacturing within the fourth quarter.
“2024 was an amazing 12 months as a result of we accelerated our AI {hardware} roadmap to provide annual cadins of latest excuses, our ROCM software program fits promoted important progress in inferencing and coaching efficiency. Elevated, with robust buyer relations with key trade leaders and offered greater than $ 5.
Within the cloud, the AMD got here out of 2024 with greater than 50 % shares within the majority of the biggest hyper scale customers.
“The demand for hypersonal for the EPYCPU was very robust, which was pushed by expanded deployments to strengthen each their inner computer systems infrastructure and on-line providers,” SU mentioned. “The demand for the general public cloud was additionally very robust, with the variety of EPYC examples rising by 27 p.c in 2024 to greater than 1000.
AWS, Alibaba, Google, Microsoft, and Tennis launched greater than 100 AMD common goal
And for instance AI within the fourth quarter.
The shopper’s revenue within the quarter was 3 2.3 billion, which was 58 % increased than a 12 months in the past. The AMD itself anticipated the entire This autumn $ 7.5 billion in revenue, plus or minus tens of millions of 300 million. In November, the AMD introduced that it was laying 4 % of its employees, or about 1,000 1,000 individuals.
Within the purchasers, SU mentioned that AMD noticed the market share within the fourth straight quarter. He seed the desktop channel cellout within the fourth quarter in a number of areas as Raizen dominated the checklist of BS -selling CPUs in lots of retailers globally, which Amazon, Amazon, in the course of the vacation interval, Navig, Thoughts Manufacturing unit and lots of others have greater than 70 %.
Seeking 2025, SU mentioned that AMD is planning for the PC obtainable tomorrow (TAM) by way of the center horn digit share 12 months by 12 months.
“Based mostly on the enlargement of our management shopper CPU portfolio and powerful design one tempo, we’re assured that we are able to improve the income of the shopper class earlier than the market,” he mentioned.
The gaming section noticed the income of three 563 million, which is 58 % decrease on account of much less semi -customer income than a 12 months in the past. This income is especially obtained from the sale of Xbox and PlayStation Recreation Console taxes.
Concerning gaming, SU mentioned on this name that income has dropped by 59 % to $ 563 million a 12 months as Microsoft and Sony give attention to lowering channel stock. Has occurred
“General, this console breed has been very robust, highlighting the entire unit supply
Crossing 100 million within the fourth quarter, “he mentioned.” Ready, we consider that the channel’s inventors have now grow to be commonplace, and gross sales of semi -customer will return to extra historic samples in 2025. “
And within the gaming graphics on the PC, SU mentioned that income decreased 12 months by 12 months as AMD offered the AMD channel in preparation to launch our subsequent Common Redon 9000 Collection GPUs.
SU mentioned, “Our focus with this era is to resolve the best quantity a part of the keenness gaming market with our new RDNA 4 structure.” “RDNA 4 has a major improved ray tracing efficiency and has been elevated in assist of AI -powered superior expertise that the primary Radian 9070 Collection GPU gross sales in early March. On the mainstream gamers will deliver prime quality 4K gaming. “
Embeded class revenue is 23923 million, which is 13 % lower than a 12 months in the past as customers have normalized stock ranges.
For the primary quarter of 2025, the AMD is anticipated to pay about $ 7.1 billion, or minus million 300 million. On the center of the income vary, it represents a 12 months -long progress of about 30 % and a lower of about 7 %. The non -GAAP total margin is anticipated to be about 54 54 %.
“It was a 12 months of a change for 2024 AMD as a result of we elevated the annual revenue and revenue,” AMD CEO Lisa SU mentioned in a press release. “The info heart class annual income was nearly doubled because the EPYC processor was accelerated and we offered greater than AMD Instantaneous Excellers taxes greater than 5 billion. Seeking 2025, now we have the energy of our product portfolio and Seeing clear alternatives for steady progress primarily based on rising demand for top effectivity and journey.
In an analyst name, SU mentioned, “2024 was a 12 months of change for AMD. We efficiently established our multi -billion greenback knowledge heart AI franchise, a large set of management merchandise launches. On account of this, we recorded an annual revenue, 26 % for the 12 months and 2023 elevated the online revenue. “
He added that the information heart class contributed about 50 % of the annual revenue because the cloud, enterprise and supercompoting customers have been considerably expanded to undertake the Jawlath and the EPYC processor. The outcomes of the This autumn have been pushed by the information heart and the shopper class growth-both elevated the share of double digits.
On the entire 12 months, the annual income elevated by 14 % to $ 25.8 billion as the information heart income was nearly double doubled and the shopper’s income elevated by 52 %, which is increased than the discount of offsetting in gaming and embedded lessons.
AMDCFO Jane mentioned, “We closed 2024 with a robust fourth quarter, offering report revenue from 24 p.c 12 months -on -year, and rising income elevated, whereas in AI. By investing aggressively, we acquired a place to create lengthy -term progress and worth. ” Sure, in a press release.
As famous, the AMD had 1,000 out of its 26,000 workers beginning in November. It was about 4 % of its employees. AMD’s personal holidays come at a time when the AMD X86 processor is thrashing Intel effectively available in the market. However the AMD has additionally ranked second within the switch of AI chip market big NVIDIA from graphics processing models (GPU).
However Mercury Analysis has reported that the This autumn a part of the AMD’s AMD in opposition to Intel is now 34 %, which is dramatic years in the past.
The SU mentioned that AMD stopped a report $ 14 billion design in 2024, which is greater than 25 % of the 12 months because the trade’s main adaptive computing platforms gained the client and the AMD gained.
Massive, new embedded processor design.
Due to the EPYC and Risen processors, AMD expects them to proceed to share market share all year long.
“For 2025, we count on that the demand atmosphere will strengthen all our companies, robust progress in our knowledge heart and shopper enterprise and a slight improve in our gaming and embedded enterprise,” SU mentioned. “Towards this background, we’re assured that we are able to present share of robust double digit income and EPS progress 12 months.”
The SU talked about the DiPsic, the Chinese language -made AI mannequin that could be with the minimal use of GPUs. Consequently, there was an accident within the tech inventory, together with the value of NVIDIA inventory.
“Wanting ahead, current bulletins from the Star Gate and the most recent mannequin progress from DiPsic and Allen Institute comparable to essential AI infrastructure funding, from Silicon to algorithms, fashions, techniques and stacks in every layer of AI Innovation. Functions, “mentioned SU. The envelope pushes to make the AI extra accessible and allow progressive and agent experiences that may virtually run on everybody.
Digital gadget. “
SU mentioned he believes developments maintain AMD at an extended -term progress tempo, headed by the approaching years in 2024 greater than $ 5 billion in income in 2024 I’ve been scaled quickly. .
