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.

7 matches for “Inventory”; 5 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…sales declined as expected as Microsoft and Sony focused on reducing channel inventory. Overall, this console generation has been very strong. Highlighted by cumulative unit…

Jean Hucompanyprepared

…cash from operations and a record $1.1 billion for free cash flow. Inventory increased sequentially by $360 million to $5.7 billion. In the end of…

Lisa Sucompanyqa

…of a year when there was a lot of let’s call it, inventory normalization. And now that inventory has normalized, we would expect that, that…

Joshua Buchalteranalystqa

…to put it bluntly, I mean are you worried at all about inventory buildup, given how much your client revenue has outperformed the broader PC…

Lisa Sucompanyqa

…we should go through that. We don't believe there is some substantial inventory buildup. We actually think that what we're seeing is very strong adoption…

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