AMD (NASDAQ:AMD) Exceeds Q1 Expectations, Quarterly Revenue Guidance Slightly Exceeds Expectations
Is now the time to buy AMD? Find out in our full research report.
AMD (AMD) Q1 CY2025 Highlights:
Revenue: $7.44 billion vs analyst estimates of $7.13 billion (35.9% year-on-year growth, 4.4% beat)
Adjusted EPS: $0.96 vs analyst estimates of $0.93 (2.8% beat)
Adjusted EBITDA: $1.95 billion vs analyst estimates of $1.57 billion (26.3% margin, 24.1% beat)
Revenue Guidance for Q2 CY2025 is $7.4 billion at the midpoint, above analyst estimates of $7.30 billion
Operating Margin: 10.8%, up from 0.7% in the same quarter last year
Free Cash Flow Margin: 9.8%, up from 6.9% in the same quarter last year
Inventory Days Outstanding: 169, up from 148 in the previous quarter
Market Capitalization: $162.6 billion
'We delivered an outstanding start to 2025 as year-over-year growth accelerated for the fourth consecutive quarter driven by strength in our core businesses and expanding data center and AI momentum,' said Dr. Lisa Su, AMD chair and CEO.
Company Overview
Founded in 1969 by a group of former Fairchild semiconductor executives led by Jerry Sanders, Advanced Micro Devices (NASDAQ:AMD) is one of the leading designers of computer processors and graphics chips used in PCs and data centers.
Sales Growth
Examining a company's long-term performance can provide clues about its quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Luckily, AMD's sales grew at an incredible 30.8% compounded annual growth rate over the last five years. Its growth beat the average semiconductor company and shows its offerings resonate with customers, a helpful starting point for our analysis. Semiconductors are a cyclical industry, and long-term investors should be prepared for periods of high growth followed by periods of revenue contractions.
AMD Quarterly Revenue
We at StockStory place the most emphasis on long-term growth, but within semiconductors, a half-decade historical view may miss new demand cycles or industry trends like AI. AMD's annualized revenue growth of 9.7% over the last two years is below its five-year trend, but we still think the results suggest healthy demand.
AMD Year-On-Year Revenue Growth
This quarter, AMD reported wonderful year-on-year revenue growth of 35.9%, and its $7.44 billion of revenue exceeded Wall Street's estimates by 4.4%. Beyond the beat, this marks 7 straight quarters of growth, showing that the current upcycle has had a good run - a typical upcycle usually lasts 8-10 quarters. Company management is currently guiding for a 26.8% year-on-year increase in sales next quarter.
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