CLAIM #5385 · Advanced Micro Devices Inc (AMD) · 2024Q4 earnings call · Feb 4, 2025 · due Dec 31, 2025
“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.”
Lisa Su · CEO
In context
“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. Semi-custom sales declined as expected as Microsoft and Sony focused on reducing channel inventory. Overall, this console generation has been very strong. Highlighted by cumulative unit shipments surpassing $100 million in the fourth quarter. Looking forward, we believe channel inventories have now normalized and semi-custom sales will return to more historical patterns in 2025. In Gaming Graphics, revenue declined year-over-year, as we accelerated channel sellout in preparation for the launch of our next-gen Radeon 9000 series GPUs. Our focus with this generation is to address the highest volume portion of the enthusiast gaming market with our new RDNA 4 architecture. RDNA 4 delivers significantly bet”
Verify independently
SEC filings for AMD ↗ · Claim quote is verbatim from the 2024Q4 earnings call.