AMD (AMD): FY24 Q4 earnings call, Feb 4, 2025

Tue, Feb 4Earnings callSpeaker-labelled transcriptAMD

No Kalshi or Polymarket word markets were listed for AMD’s Feb 4, 2025 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

16 matches for “EPYC”; 5 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…data center segment contributed roughly 50% of annual revenue, as Instinct and EPYC processor adoption expanded significantly with cloud, enterprise and supercomputing customers. Looking at…

Lisa Sucompanyprepared

…server business, as share gains accelerated, driven by the ramp of fifth-gen EPYC Turin and strong double-digit percentage year-over-year growth in fourth-gen EPYC sales. In…

Lisa Sucompanyprepared

…services. Public cloud demand was also very strong with a number of EPYC instances increasing 27% in 2024 to more than 1,000. AWS, Alibaba, Google,…

Lisa Sucompanyprepared

…offerings. We also built significant momentum with Forbes 2000 Global Businesses using EPYC in the cloud, as enterprise customers activated more than double the number…

Lisa Sucompanyprepared

…We are seeing growing enterprise pull based on the expanding number of EPYC platforms available and our increased go-to-market investments. Exiting 2024, there are more…

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