AMD 4Q25
- Revenue up 11% q/q and 34% y/y to record 10.3B at 57% GM; included- 390M of MI308 revenue from China (license approved, not recurring)- DC segment revenue potential to grow >60% in 2026; long-term target of "tens of billions" in AI revenue by 2027- QMar rev guided to 9.8B (mid point) at 55% GM; up 32% y/y and down 5% q/q- QMar seq decline driven by seasonality in Client, Gaming, and Embedded; Data Center expected to grow q/q; all segments to grow y/y thoughSource: Sravan Kundojjala
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