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Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
AMD
AMD (AMD) investor relations material
AMD Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Achieved record Q4 2025 revenue of $10.3B, up 34% year-over-year, and record full-year revenue of $34.6B, up 34% year-over-year, driven by strong demand for high-performance computing and AI products across all business segments.
Q4 GAAP net income was $1.5B (up 213% YoY), with diluted EPS of $0.92 (up 217% YoY); non-GAAP net income was $2.5B with EPS of $1.53.
Data center, client, gaming, and embedded segments all posted significant year-over-year growth, with notable share gains in server and PC processors.
Launched the broadest set of leadership products in company history, rapidly scaling the data center AI business and expanding customer base.
Strong cash position with $10.6B in cash, cash equivalents, and short-term investments at quarter-end.
Financial highlights
2025 revenue grew 34% year-over-year to $34.6B; Q4 revenue up 34% to $10.3B.
Q4 2025 gross margin was 54% (GAAP) and 57% (non-GAAP), both up 3 percentage points YoY; adjusted non-GAAP gross margin (excluding China MI308 and inventory charges) was ~55%.
Q4 net income (GAAP) was $1.5B, up 213% year-over-year; non-GAAP net income was $2.5B, up 42%.
Record diluted EPS of $4.17 for 2025, up 26% year-over-year; Q4 EPS was $1.53, up 40%.
Free cash flow for 2025 was $5.5B, with a free cash flow margin of 16%; Q4 free cash flow was $2.1B.
Outlook and guidance
Q1 2026 revenue expected at ~$9.8B (±$300M), up ~32% YoY but down ~5% sequentially; includes ~$100M of Instinct MI308 sales to China.
Q1 2026 non-GAAP gross margin guided at ~55%; operating expense at ~$3.05B.
Data center segment revenue projected to grow over 60% annually over the next 3–5 years; company targets >35% CAGR revenue growth and annual EPS >$20 in the strategic timeframe.
What is the sustainable gross margin post-MI308?
Update on 1 GW AI infrastructure JV by 2030
Embedded segment recovery outlook for 2026?
Reaffirm 2027 Data Center AI revenue target
Magnitude of 2026 semi-custom revenue decline?
OpEx growth rate vs. revenue in 2026
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Next AMD earnings date
Q1 20265 May, 2026
AMD
Next AMD earnings date
Q1 20265 May, 2026
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Frequently asked questions
Designer and Manufacturer of GPUs and CPUs
Advanced Micro Devices, Inc. (AMD), founded in 1969, is a global semiconductor company. Over the years, AMD has established itself as a significant player in the technology industry by designing and producing a wide range of microprocessors, graphics processors, and related technologies.
These products are integral to various high-demand applications, making AMD a key supplier to sectors such as consumer electronics, gaming, enterprise computing, and high-performance computing. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
The Company's Products and Operations
AMD's central processing units (CPUs) are one of the company's flagship products. Its Ryzen series of processors, known for high performance and energy efficiency, have gained substantial popularity among consumers, particularly in the personal computing and gaming markets. In the graphics processing unit (GPU) segment, AMD’s Radeon line has become particularly popular in gaming and professional visualization.
Radeon GPUs are known for their powerful performance and advanced features, such as real-time ray tracing and machine learning capabilities.. AMD's GPUs are also utilized in data centers, where they power high-performance computing (HPC) and artificial intelligence (AI) workloads. Additionally, AMD produces chipsets that enable communication between different components within a computer system, enhancing overall system performance and efficiency.
The company’s EPYC server processors are particularly noteworthy in the data center market, providing robust solutions for cloud computing, virtualization, and data analytics.
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