AMD beats estimates as data-centre growth drives its outlook
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AI · systemfrom the 06:02 video
Schwab Network reports AMD’s adjusted quarterly EPS of $2.09 versus a $1.97 estimate and revenue of $13.38 billion versus $13.08 billion expected. Fourth-quarter revenue guidance is about $17 billion, plus or minus 3%. The panel highlights 97% year-over-year data-centre revenue growth as the main support, despite a mixed segment picture. It argues that guidance and margins matter more than a headline beat, while memory supply and financing concerns remain questions for management. Shares were up about 7% near the clip’s end.
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