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Advanced advanced devices recorded revenues of 7.658 billion dollars for the fourth quarter, an increase of 24 % over last year. But the price of the AMD shares decreased in the hours after trading hours to $ 113.66, a decrease of 4.89 %.
The net income reached $ 482 million for the fourth quarter ending on December 31, a decrease of 28 % from 667 million dollars in the previous year.
AMD witnessed the revenue of the data center sector $ 3.9 billion per quarter, an increase of 69 % over last year. It was driven by the EPYC and GONSINCT GPU – and the output is motivated by the rapid adoption of artificial intelligence. For 2024, the revenues of the Data Center sector amounted to $ 12.6 billion, an increase of 94 % compared to the previous year, driven by growth in both AMD and EPYC processors.
Exit from 2024, there are more than 450 EPYC platforms available from the leading OEMS and ODMS, including more than 120 “Turin” platforms that entered production in the fourth quarter of Cisco, Dell, Hpe, Lenovo, SuperMicro and others.
“The year 2024 was great, as we accelerated our Amnesty International Road Map to provide an annual rhythm from the new instinctive people, and we expanded our ROCM program pavilion with a significant rise in the performance of reasoning and training, and they built strong relations from customers with the main industry leaders and greater delivery From $ 5 billion of AI Data Center revenue for this year.
In the cloud, AMD 2024 came out with more than 50 % stake in most of the largest surplus clients.
“The superior demand for the EPYC CPU was very strong, driven by expanded publishing operations that operate both the infrastructure of the interior account and online services,” Soo said. “The public cloud demand was very strong with the number of EPYC cases by 27 % in 2024 to more than 1000.
AWS, Alibaba, Google, Microsoft and Tencent launched more than 100 Amd’s purposes
And artificial intelligence cases in the fourth quarter alone.
Customer revenue in a quarter of $ 2.3 billion, an increase of 58 % over the previous year. AMD itself expects to reach $ 7.5 billion of revenues, in addition to $ 300 million or minus $ 300 million. In November, AMD announced that it was preparing 4 % of its employees, or about 1,000 people.
In customers, SU said that AMD has seen the market gains for the fourth quarter in a row. It has played the desktop in the fourth quarter in multiple regions where Ryzen took control of the best -selling central processing unit lists in many world retailers, exceeding 70 % in Amazon, Newegg, Mindfactory and many others during the holiday period.
Looking at 2025, SU said that AMD is planning the available computer market (TAM) to grow in the middle of the numbers on an annual basis.
“Based on the expansion of the scope of the CPU Client Client and Trong Design, we believe that we can develop the customer sector revenues before the market,” she said.
The game sector witnessed revenues of $ 563 million, a decrease of 58 % from last year due to the low revenue lower revenue. These revenues come mainly from sales of Xbox and PlayStation Game Console Revenues.
For games, SU said in the call that the revenues decreased by 59 % year on an annual basis to $ 563 million because semi -sales sales decreased as expected as Microsoft and Sony focused on reducing the canal stock.
“In general, this control unit generation was very strong, and it was highlighted by the cumulative unit shipments
“It exceeds 100 million in the fourth quarter,” she said. “We look forward to the front, we believe that the stocks of channels have normal now, and semi -designated sales will return to more historical patterns in 2025.”
In the graphics games on the PC, SU said that the revenues decreased on an annual basis as AMD accelerated the sale of the channel in preparation for launching the GPUS from the following Radeon 9000 series.
“Our focus with this generation is to process the highest part of the enthusiastic game market with the new RDNA 4 brown,” Soo said. “RDNA 4 provides significantly better performance in beam tracking and adds support for the technology of a recovery that works in Amnesty International that will bring high -quality 4K games to the main players when the first series of Radeon 9070 series is sold in early March.”
Integrated sector revenues amounted to 923 million dollars, a decrease of 13 % from last year, with customers continuing to normalize inventory levels.
For the first quarter of 2025, AMD expects revenues to be about $ 7.1 billion, in addition to $ 300 million. In the middle of the revenue range, this is an annual growth of about 30 % and a sequential decrease of about 7 %. The indirect total margin is expected to be about 54 %.
“The year 2024 was a transformation of AMD as we have achieved standard annual revenues and strong profits,” Lisa Soo, CEO of AMD. “The annual revenue for the data center has doubled with the acceleration of the approval of the EPYC processor and we have delivered more than $ 5 billion of AMD Instinct Accessor. Given 2025, we see clear opportunities for continuous growth based on the strength of our product portfolio and the increasing demand for high performance and adaptive computing.”
In an analyst’s call, Sue said, “The year 2024 was a transformation of AMD. A net entered 26 percent for this year and more than twice the free cash flow from 2023. “
She added that the data center sector contributed about 50 % of the annual revenue, as the adoption of the instinct processor and the EPYC processor dramatically expanded with cloud customers, institutions and super computing. The Q4 results were driven by the growth of data data and the growth of the customer sector-both of which grew by two degrees.
On the basis of the entire year, the annual revenue grew by 14 % to $ 25.8 billion, as the revenue of the data center has doubled, and the client sector revenues reached 52 %, and more than their compensation in the compact parts.
Amd CFO JEAN said: “We closed in 2024 with the strong fourth quarter, as they achieved 24 % record revenues on an annual basis, and the profits expand with investing strongly in artificial intelligence and innovation in our situation for long -term growth and creating value,” said AMD CFO JEAN. It is, in a statement.
As it was observed, AMD has been discharged about 1,000 of its 26,000 employees starting from November. This was about 4 % of its employees. AMD’s demobilization operations come at a time when AMD was properly overcoming Intel in the X86 processor market. But AMD also ranked second in the transition from GPUS to AI’s rushes in competition with the NVIDIA IQ.
But Mercury Research reports that the AMD Q4 stake in Intel is 34 % now, largely for years.
Soo -AMD closed a record $ 14 billion from winning design in 2024, an increase of more than 25 % on an annual basis with customers ’adoption from the leading adaptive computing platforms in this field and AMD won
New new processing designs are included.
Thanks to EPYC and Ryzen processors, AMD expects to continue to get its market share throughout the year.
“For 2025, we expect to enhance the demand environment in all of our business, which leads to strong growth in our data center, customer companies and modest increases in our business and integrated business,” said Soo. “In exchange for this background, we believe that we can provide strong percentage revenues with double numbers and arrow profit growth on an annual basis.”
SU Deepseek mentioned the Chinese artificial intelligence model that can with the minimum use of graphics processing units. This led to the collapse of technology shares, including NVIDIA’s share price.
“Looking forward, the recent advertisements for important infrastructure investments from artificial intelligence such as Stargate and the latest typical breakthroughs from Deepseek and Allen Institute highlights incredibly rapid pace to innovate artificial intelligence across each layer of stacks, from silicon, to algorithms, systems, systems, requests Soo said. “These are exactly the types of developments that we want to see as the industry invests in increasing the account capacity with the envelope of the envelope to innovate programs to make artificial intelligence
Digital device. “
Soo said that she believes that the trends put AMD on a long -term long -term growth path, led by the rapid limitation of the AI Data Center concession from more than $ 5 billion of revenues in 2024 to tens of billions of annual revenues in the coming years.
