share_log

Advanced Micro Devices, Inc. (AMD) Q3 2024 Earnings Call Transcript Summary

Advanced Micro Devices, Inc. (AMD) Q3 2024 Earnings Call Transcript Summary

美國超微公司(AMD)2024年第三季度業績會交流摘要
富途資訊 ·  10/30 08:40  · 電話會議

The following is a summary of the Advanced Micro Devices, Inc. (AMD) Q3 2024 Earnings Call Transcript:

以下是美國超微公司AMD2024年第三季度業績會實錄摘要:

Financial Performance:

金融業績:

  • AMD reported third quarter 2024 revenue of $6.8 billion, marking an 18% increase year-over-year.

  • Gross margin improved by 250 basis points year-over-year, driven primarily by higher data center segment revenue.

  • Diluted earnings per share rose by 31% year-over-year.

  • AMD報告2024年第三季度營業收入爲68億美元,同比增長18%。

  • 毛利率同比提高250個點子,主要受益於較高的idc概念收入。

  • 每股攤薄收益同比增長31%。

Business Progress:

業務進展:

  • Strong demand and record sales in the Data Center and Client segments led revenue increases, particularly due to EPYC and Instinct product lines.

  • Announced the acquisition of ZT Systems to enhance AMD's capabilities in AI infrastructure.

  • Launched next-gen Turin family and MI325X GPU, which will begin shipping this quarter.

  • 數據中心和客戶端業務需求旺盛,銷售額創紀錄,尤其是由於EPYC和Instinct產品線導致的收入增長。

  • 宣佈收購Zt Systems,以增強AMD在人工智能基礎設施方面的能力。

  • 推出下一代的Turin系列和MI325X GPU芯片,本季度開始發貨。

Opportunities:

機會:

  • Significant year-over-year growth driven by strong Data Center operations with an expanding suite of EPYC and Instinct products.

  • Advancements and expansions in AI applications and performance, along with customer broadening at cloud and enterprise levels.

  • 由於強勁的數據中心業務和不斷擴大的EPYC和Instinct產品組合,業績同比顯著增長。

  • 在人工智能應用和性能方面取得了進展和擴展,並在雲和企業層面擴大客戶群。

Risks:

風險:

  • Ongoing inventory adjustments in the Embedded segment and potential softness in industrial markets.

  • 嵌入式領域持續進行庫存調整,工業市場可能出現疲軟。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論