00:00AMD has delivered a strong third-quarter 2025 earnings report that exceeded Wall Street
00:05expectations, highlighting the company's growing momentum in the AI and data center markets.
00:11The chip maker reported revenue of approximately $9.25 billion, up 36% from last year,
00:19driven largely by surging demand for its Epic server processors and new Instinct AI accelerators.
00:25Non-GAAP earnings reached $1.20 per share, beating analysts' estimates, while data center revenue
00:32jumped 22% year-over-year to around $4.3 billion. AMD's client business also saw a major rebound,
00:42climbing 46% thanks to strong laptop and desktop processor sales. Even its gaming segment posted
00:49triple-digit growth, benefiting from next-gen console and GPU demand. For the upcoming quarter,
00:56AMD forecasted revenue between $9.3 billion and $9.9 billion, topping market expectations and
01:04signaling continued strength in AI-driven computing. Despite the upbeat results, AMD's stock slipped
01:11slightly after hours, as investors weighed the company's high valuation and competition from
01:16NVIDIA. CEO Lisa Su emphasized that AMD is well-positioned to capture a larger share of the fast-expanding
01:24AI chip market in 2026, supported by strong partnerships with major cloud providers. Analysts
01:31say the report confirms AMD's transformation into a full-scale AI and data center powerhouse, setting the
01:38stage for long-term growth amid the global AI computing boom.
