CLAIM #5356 · Advanced Micro Devices Inc (AMD) · 2024Q3 earnings call · Oct 29, 2024 · due Dec 31, 2024
“Client segment, we also expect to perform well. I think we've done very well with our launches this year, both on the desktop Zen 5 launches as well as the notebook AI PC launches. So, we expect growth there.”
Lisa Su · CEO
In context
“pply chain improvement. And going into the next few quarters going into 2025, I think we expect that the environment will continue to be tight, but we've also planned for significant growth going into 2025. And so, we feel good about our overall supply chain capability. Aaron Rakers: Yes. And then as a quick follow-up, when I look at the sequential guidance in revenue at the midpoint, let's call it about $680 million up sequentially. Could you help us frame how much of that is driven by Client versus the Data Center piece of the business? Dr. Lisa Su: Sure, Aaron. So certainly, if you look at the sequential guide, the largest contributor is the Data Center business. And that is now such a large piece of our business, it's over 50% of our business in Q3, and it will continue to grow in Q4. Client segment, we also expect to perform well. I think we've done very well with our launches this year, both on the desktop Zen 5 launches as well as the notebook AI PC launches. So, we expect growth there. And then the other segments on a sequential basis, Gaming, Embedded would be more modest. Operator: And the next question comes from the line of Ross Seymore with Deutsche Bank. Please proceed with your question. Ross Seymore: Lisa, congrats on the 10-year anniversary. Jean, when you gave the segment guidance kind of playing off the last question, you didn't mention Embedded as being up. And then, Lisa, you just talked about it being up left. Just curious, I know it's kind of a muted recovery. But what's happening in the Embedded business implied in your fourth quarter guidance? And how are you thinking about 2025 just directionally? Dr. Lisa Su: Sure, Ross. Let me start, and then maybe Jean can add. Look, we've seen some improvement in the Embedded business. You saw some improvement in t”
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SEC filings for AMD ↗ · Claim quote is verbatim from the 2024Q3 earnings call.