AMD (AMD): FY25 Q4 earnings call, Feb 3, 2026

Tue, Feb 3Earnings callSpeaker-labelled transcriptAMD

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).

Updated

Transcript

quotes of at most 25 words

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

14 matches for “Gaming”; 5 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…performing very well. We saw demand accelerate across the data center, PC gaming, and embedded markets. Launched the broadest set of leadership products in our…

Lisa Sucompanyprepared

…tens of billions in annual revenue in 2027. Turning to clients and gaming. Segment revenue increased 37% year over year to $3.9 billion. In client,…

Lisa Sucompanyprepared

…that can run models with up to 200 billion parameters locally. In gaming, revenue increased 50% year over year to $843 million. Semi-Custom sales increased…

Lisa Sucompanyprepared

…AMD semi-custom SoC is progressing well to support a launch in 2027. Gaming GPU revenue also increased year over year. With higher channel sellout driven…

Jean Hucompanyprepared

…in our data center segment and 51% growth in our client and gaming segment. Gross margin was 52%. And we delivered record earnings per share…

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