Advanced Micro Devices 2025 Q3 Earnings Record Revenue and 61.2% Net Income Surge

Wednesday, Nov 5, 2025 4:59 am ET1min read
AMD--
Aime RobotAime Summary

- AMDAMD-- reported Q3 2025 revenue of $9.25B (+35.6% YoY) and net income of $1.24B (+61.2% YoY), driven by AI/data center demand.

- Data Center revenue surged to $4.34B, fueled by EPYC processors and Instinct AI accelerators.

- CEO Lisa Su highlighted record performance from EPYC/Ryzen, while CFO Jean Hu emphasized 36% YoY growth and AI/HPC investments.

- Stock faced post-earnings volatility despite results, with guidance excluding MI308 GPU shipments to China.

- AMD secured 6GW GPU deal with MicrosoftMSFT-- for OpenAI infrastructure, reinforcing its top 5% Zacks industry ranking.

AMD reported Q3 2025 earnings that exceeded expectations, with revenue rising 35.6% year-over-year to $9.25 billion and net income surging 61.2% to $1.24 billion. , reflecting robust demand for AI and data center solutions.

Revenue


Data Center revenue surged to $4.34 billion, driven by strong demand for EPYC and Instinct AI accelerators. , . , while "All Other" segments reported $0. , .


Earnings/Net Income


, . , up from $771 million, . The earnings growth underscores AMD’s profitability expansion amid strong product demand.


Price Action


Post-earnings, . However, , reflecting mixed investor sentiment.


Post-Earnings Price Action Review


Despite beating revenue and earnings estimates, AMD’s stock faced short-term volatility, . , though near-term price action remains influenced by broader market dynamics and sector-specific risks.


CEO Commentary


Dr. emphasized record revenue and profitability, attributing growth to EPYC, Ryzen, and Instinct AI accelerators. CFO highlighted 36% YoY revenue growth and strategic investments in AI and HPC. Leadership expressed confidence in sustained momentum, driven by product leadership and disciplined execution.


Guidance


, , . The guidance excludes MI308 GPU shipments to China. Forward-looking statements focus on AI and HPC investments, with risks including market conditions and export restrictions.


Additional News


AMD secured a strategic partnership with Microsoft to deploy 6 gigawatts of GPUs for OpenAI’s AI infrastructure, signaling long-term AI growth. , . The Computer - Integrated Systems industry ranks in the top 5% of Zacks industries, reflecting favorable sector dynamics.


<img src="https://cdn.ainvest.com/aigc/hxcmp/images/compress-qwen_generated_1762336745321.jpg.png" style="max-width:100%;">

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