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Advanced Micro Devices | 10-Q: Q2 2024 Earnings Report

Advanced Micro Devices | 10-Q: Q2 2024 Earnings Report

美国超微公司 | 10-Q：2024财年二季报
美股SEC公告 ·  2024/08/01 04:22

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AMD reported Q2 2024 revenue of $5.8 billion, up 9% year-over-year, driven by a 115% surge in Data Center segment revenue to $2.8 billion on strong demand for AMD Instinct GPU and EPYC CPU products. Operating income reached $269 million compared to a loss of $20 million in Q2 2023, while net income rose to $265 million from $27 million. Gross margin improved to 49% from 46% last year.Client segment revenue increased 49% to $1.5 billion on higher Ryzen processor sales, while Gaming revenue declined 59% to $648 million due to lower semi-custom sales. Embedded segment revenue fell 41% to $861 million as customers continued normalizing inventory levels. The company maintained strong liquidity with $5.3 billion in cash and investments.Looking ahead, AMD repaid $750 million of debt that matured in June 2024 and returned $352 million to shareholders through stock repurchases during Q2. The company expects continued growth in Data Center revenue driven by AI accelerator demand, though Gaming and Embedded segments face near-term headwinds from inventory corrections and market conditions.
AMD reported Q2 2024 revenue of $5.8 billion, up 9% year-over-year, driven by a 115% surge in Data Center segment revenue to $2.8 billion on strong demand for AMD Instinct GPU and EPYC CPU products. Operating income reached $269 million compared to a loss of $20 million in Q2 2023, while net income rose to $265 million from $27 million. Gross margin improved to 49% from 46% last year.Client segment revenue increased 49% to $1.5 billion on higher Ryzen processor sales, while Gaming revenue declined 59% to $648 million due to lower semi-custom sales. Embedded segment revenue fell 41% to $861 million as customers continued normalizing inventory levels. The company maintained strong liquidity with $5.3 billion in cash and investments.Looking ahead, AMD repaid $750 million of debt that matured in June 2024 and returned $352 million to shareholders through stock repurchases during Q2. The company expects continued growth in Data Center revenue driven by AI accelerator demand, though Gaming and Embedded segments face near-term headwinds from inventory corrections and market conditions.
AMD报告2024年第二季度营业收入为58亿美元，同比增长9%，得益于IDC概念部门营业收入激增115%，达到28亿美元，主要是由于对AMD Instinct GPU和EPYC CPU产品的强劲需求。营业利润达到26900万美元，而2023年第二季度则亏损2000万美元，净利润从2700万美元上升至26500万美元。毛利率从去年的46%提高到49%。客户端部门的营业收入增长49%，达到15亿美元，主要得益于Ryzen处理器销售的增长，而ARVR游戏营业收入因半定制产品销售下降而下降59%，为64800万美元。嵌入式部门的营业收入下降41%，降至86100万美元，因为客户继续正常化库存水平。公司...展开全部
AMD报告2024年第二季度营业收入为58亿美元，同比增长9%，得益于IDC概念部门营业收入激增115%，达到28亿美元，主要是由于对AMD Instinct GPU和EPYC CPU产品的强劲需求。营业利润达到26900万美元，而2023年第二季度则亏损2000万美元，净利润从2700万美元上升至26500万美元。毛利率从去年的46%提高到49%。客户端部门的营业收入增长49%，达到15亿美元，主要得益于Ryzen处理器销售的增长，而ARVR游戏营业收入因半定制产品销售下降而下降59%，为64800万美元。嵌入式部门的营业收入下降41%，降至86100万美元，因为客户继续正常化库存水平。公司保持了强大的流动性，现金和投资达53亿美元。展望未来，AMD偿还了2024年6月到期的75000万美元债务，并在第二季度通过股票回购向股东返还了35200万美元。公司预计IDC概念营业收入将继续增长，主要受人工智能加速器需求的驱动，尽管ARVR游戏和嵌入式部门面临库存调整和市场条件的短期压力。

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