CLAIM #5383 · Advanced Micro Devices Inc (AMD) · 2024Q4 earnings call · Feb 4, 2025 · due Dec 31, 2025
“The initial wave of Ryzen-powered Dell commercial notebooks is planned to launch this spring with the full portfolio ramping in the second half of the year, as we focus on growing commercial PC share.”
Lisa Su · CEO
In context
“to a record $2.3 billion. We gained client revenue share for the fourth straight quarter, driven by significantly higher demand for both Ryzen desktop and mobile processors. We had record desktop channel sell-out in the fourth quarter in multiple regions, as Ryzen dominated the best-selling CPU list at many retailers globally. Exceeding 70% share at Amazon, Newegg, [MineFactory] (ph) and numerous others over the holiday period. In mobile, we believe we had a record OEM PC sell-through share in the fourth quarter as Ryzen AI 300 Series notebooks ramp. In addition to growing share with our existing PC partners, we were very excited to announce a new strategic collaboration with Dell that marks the first time they will offer a full portfolio of commercial PCs powered by Ryzen Pro processors. The initial wave of Ryzen-powered Dell commercial notebooks is planned to launch this spring with the full portfolio ramping in the second half of the year, as we focus on growing commercial PC share. At CES, we expanded our Ryzen portfolio with the launch of 22 new mobile processors that deliver leadership compute, graphics and AI capabilities. Our Ryzen processor portfolio has never been stronger with leadership compute performance across the stack. For AI PCs, we are the only provider that offers a complete portfolio of CPUs, enabling Windows Copilot plus experiences on premium ultrathin, commercial, gaming and mainstream notebooks. Looking into 2025, we are planning for the PC TAM to grow by a mid-single-digit percentage year-on-year. Based on the breadth of our leadership client CPU portfolio and strong design win momentum, we believe we can grow client segment revenue well ahead of the market. Now turning to our Gaming segment. Revenue declined 59% year-over-year to $563 million.”
Verify independently
SEC filings for AMD ↗ · Claim quote is verbatim from the 2024Q4 earnings call.