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Advanced Micro Devices, Inc. (AMD) Q3 2024 Earnings Call Transcript Summary

Advanced Micro Devices, Inc. (AMD) Q3 2024 Earnings Call Transcript Summary

美國超微公司(AMD)2024年第三季度業績會交流摘要
moomoo AI ·  10/29 20:40  · 電話會議

The following is a summary of the Advanced Micro Devices, Inc. (AMD) Q3 2024 Earnings Call Transcript:

以下是美國超微公司AMD2024年第三季度業績會實錄摘要:

Financial Performance:

金融業績:

  • AMD reported third quarter 2024 revenue of $6.8 billion, marking an 18% increase year-over-year.

  • Gross margin improved by 250 basis points year-over-year, driven primarily by higher data center segment revenue.

  • Diluted earnings per share rose by 31% year-over-year.

  • AMD報告2024年第三季度營業收入爲68億美元,同比增長18%。

  • 毛利率同比提高250個點子,主要受益於較高的idc概念收入。

  • 每股攤薄收益同比增長31%。

Business Progress:

業務進展:

  • Strong demand and record sales in the Data Center and Client segments led revenue increases, particularly due to EPYC and Instinct product lines.

  • Announced the acquisition of ZT Systems to enhance AMD's capabilities in AI infrastructure.

  • Launched next-gen Turin family and MI325X GPU, which will begin shipping this quarter.

  • 數據中心和客戶端業務需求旺盛,銷售額創紀錄,尤其是由於EPYC和Instinct產品線導致的收入增長。

  • 宣佈收購Zt Systems,以增強AMD在人工智能基礎設施方面的能力。

  • 推出下一代的Turin系列和MI325X GPU芯片,本季度開始發貨。

Opportunities:

機會:

  • Significant year-over-year growth driven by strong Data Center operations with an expanding suite of EPYC and Instinct products.

  • Advancements and expansions in AI applications and performance, along with customer broadening at cloud and enterprise levels.

  • 由於強勁的數據中心業務和不斷擴大的EPYC和Instinct產品組合,業績同比顯著增長。

  • 在人工智能應用和性能方面取得了進展和擴展,並在雲和企業層面擴大客戶群。

Risks:

風險:

  • Ongoing inventory adjustments in the Embedded segment and potential softness in industrial markets.

  • 嵌入式領域持續進行庫存調整,工業市場可能出現疲軟。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。

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