Market Mover | AMD Shares Surge 8% as Earnings Beat Expectations
Market Mover | AMD Shares Surge 8% as Earnings Beat Expectations
July 31, 2024 - $Advanced Micro Devices (AMD.US)$shares surged 8.85% to $150.69 in pre-market trading on Wednesday. The company has reported second quarter 2024 financial results.
2024年7月31日 - $美国超微公司 (AMD.US)$周三美股盘前股价大涨8.85%至150.69美元。该公司发布了2024年第二季度财报。
![](https://uspost.moomoo.com/news-editor-imgs/20240731/public/17224151580369343956733.png)
Financial Highlights
财务亮点
Q2 revenue of $5.8 billion, higher than Q1 outlook of $5.7 billion.
Q2 gross margin of 49%; Up 3 ppts YoY.
Operating income of $269 million, growth of 1,445% YoY.
Q2 net income of $265 million; diluted earnings per share of $0.16.
2024年Q2营业收入达到5800万美元,高于2024年Q1的5700万美元预期。
2024年Q2毛利率达到49%,环比增长3个百分点。
经营收入为26900万美元,同比增长1445%。
2024年Q2净利润2,6500万美元;每股摊薄收益为0.16美元。
![](https://uspost.moomoo.com/news-editor-imgs/20240731/public/17224151567854355823658.png)
Segment Summary
分部概况
Record Data Center segment revenue of $2.8 billion was up 115% year-over-year primarily driven by the steep ramp of AMD Instinct™️ GPU shipments, and strong growth in 4th Gen AMD EPYC™️ CPU sales. Revenue increased 21% sequentially primarily driven by the strong ramp of AMD Instinct GPU shipments.
Client segment revenue was $1.5 billion, up 49% year-over-year and 9% sequentially primarily driven by sales of AMD Ryzen™️ processors.
Gaming segment revenue was $648 million, down 59% year-over-year and 30% sequentially primarily due to a decrease in semi-custom revenue.
Embedded segment revenue was $861 million, down 41% year-over-year as customers continued to normalize their inventory levels. Revenue increased 2% sequentially.
创纪录的idc概念营收为28亿美元,同比增长115%,主要由AMD Instinct GPU出货的快速攀升和4th Gen AMD EPYC CPU销量的强劲增长驱动。营业收入环比增长21%,主要由AMD Instinct GPU出货的强劲攀升带动。
客户端营收为15亿美元,同比增长49%,环比增长9%,主要由AMD Ryzen处理器的销售驱动。
游戏业务营业收入为64800万美元,同比下降59%,环比下降30%,主要是由于半定制营收的下降。
嵌入式业务营业收入为86100万美元,同比下降41%,因客户继续归正库存水平而增长2%的环比。
Q3 Outlook
对于2024年财政年度的第三个财季(截至2024年6月),艾默生预计净销售额将增长11.0-12.5%,底层销售增长3.0-4.5%。
For the third quarter of 2024, AMD expects revenue to be approximately $6.7 billion, plus or minus $300 million. At the mid-point of the revenue range, this represents year-over-year growth of approximately 16% and sequential growth of approximately 15%. Non-GAAP gross margin is expected to be approximately 53.5%.
AMD电话会议
Related Reading: Press Release
相关阅读:新闻发布