AMD (AMD): FY25 Q3 earnings call, Nov 4, 2025

Tue, Nov 4Earnings callSpeaker-labelled transcriptAMD

No Kalshi or Polymarket word markets were listed for AMD’s Nov 4, 2025 earnings call (FY25 Q3). 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

…rose 31%, and free cash flow more than tripled led by record EPYC, Ryzen and Instinct processor sales. Our record third quarter performance marks a…

Lisa Sucompanyprepared

…Server CPU revenue reached an all-time high as adoption of 5th Gen EPYC Turin processors accelerated rapidly, accounting for nearly half of overall EPYC revenue…

Lisa Sucompanyprepared

…range of workloads. In cloud, we had record sales as hyperscalers expanded EPYC CPU deployments to power both their own first-party services and public cloud…

Lisa Sucompanyprepared

…a wide range of workloads. There are now more than 1,350 public EPYC cloud instances available globally, a nearly 50% increase from a year ago.…

Lisa Sucompanyprepared

…powerful new catalyst for our server business. Turning to enterprise adoption. EPYC server sell-through increased sharply year-over-year and sequentially reflecting accelerating enterprise…

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