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Advanced Micro Devices, Inc.

AMD · NASDAQ

AMD reported 2025 revenue of $34.6 billion and Q1 2026 revenue of $10.3 billion. The thesis depends on data-center AI demand, CPU share, client recovery, gross margin discipline and cash conversion.

Latest ReportMay 19, 2026AMD: the AI-chip challenger has to turn demand into durable marginsView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

AMD: the AI-chip challenger has to turn demand into durable margins

AMD reported 2025 revenue of $34.6 billion and Q1 2026 revenue of $10.3 billion. The thesis depends on data-center AI demand, CPU share, client recovery, gross margin discipline and cash conversion.

May 19, 2026Research reportSlides available
Advanced Micro Devices, Inc.the AI-chip challenger has to turn demand into durable marginsMay 19, 2026
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AMD: the AI-chip challenger has to turn demand into durable marginsAMD reported 2025 revenue of $34.6 billion and Q1 2026 revenue of $10.3 billion. The thesis depends on data-center AI demand, CPU share, client recovery, gross margin discipline and cash conversion.NASDAQMay 19, 2026Research reportReadSlides