Overview
- Revenue rose to $10.27 billion with adjusted EPS of $1.53, beating consensus for the December quarter.
- Data-center sales reached about $5.4 billion, up 39% year over year, driven by server CPUs and AI GPUs.
- AMD projected first-quarter revenue of about $9.8 billion plus or minus $300 million, and the stock fell more than 6% after hours on the guidance.
- The company disclosed $390 million in fourth-quarter China sales of its Instinct MI308 AI chips.
- Traders had priced a 7%–8% post-earnings move as investors track Helios and MI500 rollout timing and industry high-bandwidth memory constraints, with AMD stressing a focus on enterprise and premium PCs.