AMD (AMD): FY25 Q4 earnings call, Feb 3, 2026
No Kalshi or Polymarket word markets were listed for AMD’s Feb 3, 2026 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “China”; 5 quoted, at least 25 words apart.
…shipments. We also had some revenue from MI308 sales to customers in China. Instinct adoption broadened in the quarter. Today, eight of the top 10…
…gaming segments. Including approximately $390 million in revenue from MI308 sales to China, which was not included in our fourth quarter guidance. Revenue was up…
…inventory reserves. Excluding the inventory reserve release and the MI308 revenue from China, gross margin would have been approximately 55%, up 80 basis points year…
…or minus $300 million including approximately $100 million of MI308 sales to China. At the midpoint of our guidance, revenue is expected to be up…
…side, we also feel really good about, you know, GPU revenue, including China, will be also up. So very nice guide for the data center…
Agents: this page as TSV at /api/v1/appearances/amd:2026-02-03:earnings_call · words: /api/v1/brief?appearance=amd:2026-02-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP