AMD stocks Q2 Results
AMD Q2 2025 Results: Year-on-Year Comparison
📅 Earnings Release Date: August 5, 2025
AMD announced its Q2 2025 financial results after market close on August 5. Here's a detailed summary and year-over-year comparison of key metrics.
📊 AMD Q2 2025 Financial Results (YoY Comparison)
| Metric | Q2 2025 (GAAP) | Q2 2024 (GAAP) | YoY Change | Q1 2025 (GAAP) |
|---|---|---|---|---|
| Revenue | $7,685M | $5,835M | +32% | $7,438M (+3%) |
| Gross Profit | $3,059M | $2,864M | +7% | $3,736M (–18%) |
| Gross Margin | 40% | 49% | –9 pts | 50% (–10 pts) |
| Operating Income / Loss | –$134M | $269M | Large Drop | $806M (down) |
| Operating Margin | –2% | 5% | –7 pts | 11% (–13 pts) |
| Net Income | $872M | $265M | +229% | $709M (+23%) |
| Diluted EPS (GAAP) | $0.54 | $0.16 | +238% | $0.44 (+23%) |
| Non-GAAP Net Income | $781M | $1,126M | –31% | $1,566M |
| Non-GAAP Diluted EPS | $0.48 | $0.69 | –30% | $0.96 |
*Non-GAAP results exclude ~$800M in charges related to U.S. export restrictions. Adjusted gross margin would be ~54%.*
🔍 Segment Highlights
- Data Center: ~$3.2B revenue, up ~14% YoY (missed expectations).
- Client (PC & Gaming): ~$3.6B revenue, up ~69% YoY (strong growth).
- Embedded: ~$824M revenue, down ~4% YoY.
📈 Forward Guidance
For Q3 2025, AMD expects revenue of approximately $8.7B ± $300M and a non-GAAP gross margin of around 54%.
✅ Summary
- Strong revenue growth YoY (+32%) with record-setting Q2 revenue.
- GAAP Net income surged, but margins compressed due to export charges.
- Data Center growth was modest; PC & gaming demand remained strong.
- Forward outlook is positive with solid Q3 revenue projections.
Disclaimer: This post is for informational purposes only and does not constitute investment advice.
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