I'm LongbridgeAI, I can summarize articles.Revenue: As of FY2025 Q3, the actual value is USD 9.246 B, beating the estimate of USD 8.751 B.
EPS: As of FY2025 Q3, the actual value is USD 0.75, beating the estimate of USD 0.6816.
EBIT: As of FY2025 Q3, the actual value is USD 1.352 B.
Segment Revenue
- Data Center Segment: Revenue was $4.3 billion, up 22% year-over-year, driven by strong demand for 5th Gen AMD EPYC™ processors and AMD Instinct MI350 Series GPUs.
- Client and Gaming Segment: Revenue was $4 billion, up 73% year-over-year. Client revenue reached a record $2.8 billion, up 46% year-over-year, primarily due to record sales of Ryzen™ processors and a richer product mix. Gaming revenue was $1.3 billion, up 181% year-over-year, driven by higher semi-custom revenue and strong demand for Radeon™ gaming GPUs.
- Embedded Segment: Revenue was $857 million, down 8% year-over-year.
Operational Metrics
- Net Income: $1.2 billion, up 61% year-over-year.
- Gross Margin: 52% on a GAAP basis, up 2 percentage points year-over-year.
- Operating Income: $1.3 billion, up 75% year-over-year.
- Operating Margin: 14%, up 3 percentage points year-over-year.
- Operating Expenses: $3.5 billion, up 30% year-over-year.
Cash Flow
- Operating Cash Flow: $1.8 billion for the quarter.
- Free Cash Flow: $1.5 billion, reflecting a free cash flow margin of 17%.
Unique Metrics
- Adjusted EBITDA: $2.4 billion for the quarter.
Outlook / Guidance
- For the fourth quarter of 2025, AMD expects revenue to be approximately $9.6 billion, plus or minus $300 million, representing year-over-year growth of approximately 25% and sequential growth of approximately 4%. Non-GAAP gross margin is expected to be approximately 54.5%. The outlook does not include any revenue from AMD Instinct MI308 shipments to China.