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.
5 matches for “Inventory”; 4 quoted, at least 25 words apart.
…from the release of $306 million in previous page writing down MI308 inventory reserves. Excluding the inventory reserve release and the MI308 revenue from China,…
…$1.2 billion or 30% a year ago. Reflecting higher revenue and the inventory reserve release partially offset by continued investment to support our AI hardware…
…continuing operations. And a record of $2.1 billion in free cash flow. Inventory increased sequentially by approximately $70 million to $7.9 billion to support strong…
…your first question on the $100 million revenue in Q1. Actually, the inventory reserve reversed in Q4, which was $360 million not only associated with…
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