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.
18 matches for “EPYC”; 5 quoted, at least 25 words apart.
…revenue grew 34% year over year to $10.3 billion led by record EPYC, Ryzen, and Instinct processor sales. Net income increased 42% to a record…
…Series GPU deployments and server share gains. In server, adoption of fifth-gen EPYC TURN CPUs accelerated in the quarter, accounting for more than half of…
…cloud, hyperscaler demand was very strong as North American customers expanded deployments. EPYC-powered public cloud offerings grew significantly in the quarter, with AWS, Google, and…
…nearly 1,600. In the enterprise, we are seeing a meaningful shift in EPYC adoption driven by our leadership performance, expanded platform availability, broad software enablement,…
…major enterprise workloads. As a result, the number of large businesses deploying EPYC on-prem more than doubled in 2025 and we exited the year with…
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