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AMD Stock Drops Despite Earnings Beat as Data Center Revenue Falls Short

by Team Lumida
February 5, 2025
in AI
Reading Time: 3 mins read
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Photo by Timothy Dykes on Unsplash

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Key Takeaways:

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• Q4 adjusted EPS of $1.09 beats $1.08 consensus estimate
• Data center revenue of $3.86B misses $4.14B target
• Stock falls 6% in after-hours trading despite revenue beat
• Company provides optimistic Q1 2025 guidance above analyst expectations

What Happened?

AMD reported fourth-quarter earnings that slightly exceeded Wall Street expectations, with adjusted EPS of $1.09 and revenue of $7.7 billion beating consensus estimates. However, the company’s crucial data center segment underperformed, generating $3.86 billion in revenue against an expected $4.14 billion. The stock responded negatively, falling 6% in after-hours trading despite management’s optimistic outlook for 2025 and Q1 guidance above analyst expectations.

Why It Matters?

The market’s reaction highlights investors’ intense focus on AMD’s data center business, particularly its AI-related growth potential. Despite overall strong performance, the miss in data center revenue raises concerns about AMD’s competitive position in the crucial AI chip market dominated by Nvidia. The company’s performance is particularly significant given the semiconductor industry’s central role in AI development and the broader tech sector’s growth trajectory.

What’s Next?

Key areas to watch include:

  • Q1 2025 performance against $7.1 billion revenue guidance
  • Progress in AI-related initiatives and market share gains
  • Competition with Nvidia in the data center and AI chip markets
  • Impact of new AI models and infrastructure developments on demand
  • Recovery potential for stock price, currently down 33% over 12 months

The company’s ability to capitalize on AI computing demand and execute its growth strategy will be crucial for investor confidence and stock performance in 2025. Management’s emphasis on AI innovation and infrastructure buildout suggests a strong focus on addressing the data center segment’s challenges.

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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

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Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
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