Discussion

• Pure Xbox Fraser Gilbert on x

  Rumour: New Xbox Console Won't Release Until At Least Late 2027, Could Be Delayed Further

• r/gaming r on reddit

  AMD hints Microsoft could launch its next-gen Xbox in 2027

• Pure Xbox Fraser Gilbert on x

  AMD Mentions Next-Gen Xbox Console, Says It's ‘Progressing Well’ To Release In 2027

• Gameranx Ryan Parreno on x

  AMD: Next Generation Xbox CPU Preparing For A 2027 Launch

• r/hardware r on reddit

  Tom's Hardware: “AMD reveals next-gen Xbox could launch in 2027 — CEO says semi-custom SoC ready to ‘support launch in 2027’”

• r/xbox r on reddit

  AMD reveals next-gen Xbox could launch in 2027 — CEO says semi-custom SoC ready to ‘support launch in 2027’

• r/Games r on reddit

  AMD reveals next-gen Xbox could launch in 2027 — CEO says semi-custom SoC ready to ‘support launch in 2027’

• @danielnewmanuv Daniel Newman on x

  $AMD did very well. Markets will market. But the quarter was well executed and the future remains bright. 👏🏻🚀

• @jukan05 Jukan on x

  Why did AMD miss earnings expectations?  1. Despite TSMC's capacity shortage, the buyside excessively overestimated AMD's CPU shipment numbers.  2. AMD's non-China GPU sales volume fell short of expectations.  I've been reading various sell-side reports, and the opinions are quit…

• @tbu12345678 @tbu12345678 on x

  with due respect to $AMD and $AAPL, we have seen two ok but not “holy cow rip memory pricing to infinity and let $TSM jack infinite price” prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers. My guess is $NVDA but open to feedback

• @mentoviax @mentoviax on x

  $AMD businesses are thriving, that's true..... but Lisa Su and this CFO are just incredibly unqualified to speak publicly.... Both need training..... After two whole years I am totally done with this CFO...... I nominate myself to take it over, and I am confident I can add $100B

• @stocksavvyshay Shay Boloor on x

  $AMD CEO Lisa Su said the data center business is positioned to grow 60%+ annually over the next 3-5 years driven by record server CPU demand that now makes up more than half of total server revenue. She added that the MI500 AI accelerator remains on track for a 2027 launch. [ima…

• @thexcapitalist @thexcapitalist on x

  $AMD now has a clear path to becoming $1 trillion company. It just delivered a blockbuster quarter and guidance beat the estimates as well. If we annualize the current quarter, we are now looking at a $40 billion run rate. Lisa Su guided for 35% annual growth for the next 3-5 [im…

• @mar364503 @mar364503 on x

  AMD's guidance is weak. Again, $AMD is not able to take more shares of server CPU despite the shortage and surging demand. The reason is simple - AMD does not have flexibility in fab supply, while $INTC is ramping up fabs to produce more server CPUs.

• @thetranscript_ @thetranscript_ on x

  $AMD CFO: “Our record fourth quarter and full-year results demonstrate AMD's ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow...” [image]

• @thetranscript_ @thetranscript_ on x

  AMD CEO @LisaSu: “2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering 2026 with strong momentum across our business,...” $AMD: -5% AH [image]

• @contrariancurse @contrariancurse on x

  $AMD problem for them is that even if you breakthrough, you aren't getting to the front of the line with $TSM. How do you proliferate the ecosystem when you are structurally unable to access volumes This is my top candidate for $INTC customer at 14A.

• @stocksavvyshay Shay Boloor on x

  $AMD data center business has compounded into a ~$20B run-rate engine [image]

• @ryanshrout Ryan Shrout on x

  Well, @AMD just closed out a record-breaking 2025 with massive momentum in AI and high-performance computing.  Here are the highlights from the Q4 and full-year results: 🚀 Record-Breaking Financials 🟢 Q4 Revenue: Hit a record $10.3 billion, up 34% year-over-year.  🟢 Q4 Profitabil…

• @iancutress @iancutress on x

  What might get missed: best embedded quarter since Q4 2023.

• @iancutress @iancutress on x

  AMD 25Q4 Financials. First $10b revenue quarter. [image]

• @economyapp @economyapp on x

  $AMD AMD Q4 FY25: • Revenue +34% Y/Y to $10.3B ($0.6B beat). • Operating margin 17% (+6pp Y/Y). • Non-GAAP EPS $1.53 ($0.21 beat). • Q1 FY26 rev guide ~$9.8B ($0.4B beat). [image]

• @theaustinlyons Austin Lyons on x

  $AMD Q425 earnings are out. Interesting bits: - First $10B quarter ($10.3B), 54% from data center - Included $390M from China (MI308) - Guiding ~$100M MI308 sales to China next quarter

• @beth_kindig Beth Kindig on x

  AMD $AMD reported $10.27 billion in revenue in Q4, up 34% YoY and 11% QoQ, with Data center revenue up 39% YoY to a record $5.4 billion. Full-year revenue rose 34% to $34.64 billion, with Data center revenue up 32% to $16.6 billion. $NVDA $AVGO

• @benbajarin Ben Bajarin on x

  $AMD with their first Q of $10b or revenue. While not guiding to $10b next Q, I'd wager $10B is the baseline now and only up from here. The second half will be particularly strong for $AMD.

• @stocksavvyshay Shay Boloor on x

  $AMD Q4 EARNINGS • Revenue $10.27B vs Est. $9.67B • EPS $1.53 vs. Est. $1.32 • Data Center Sales $5.38B vs Est. $4.97B • Gross Margin 57% vs. Est. 56% Q1 Guidance • Revenue $9.8B vs Est. $9.4B • Gross Margin 55% vs. Est. 55% [image]

• r/hardware r on reddit

  AMD Reports Fourth Quarter and Full Year 2025 Financial Results