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2026.02.04 02:35

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Longbridge - Dolphin Research
Dolphin Research

AMD: Big talk, small results — When will it execute?

AMD released Q4 2025 results (quarter ended Dec 2025) after hours on Feb 4, 2026 Beijing time. Revenue was $10.27bn (+34.1% YoY), beating the raised consensus of $10.0bn.

Amid a recent rebound in server CPUs, the Street has lifted its forecasts. This quarter's topline growth was driven mainly by data center CPUs and the Client segment...

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