“While our semi-custom SoC sales declined year-over-year, console channel inventories have normalized, and demand signals have strengthened for 2025.”

In context

“d commercial PCs was also very strong in the quarter. Ryzen Pro PC sell-through grew more than 30% year-over-year, driven by new end-customer wins and an 80% increase from 2024 in the number of AMD-powered commercial systems from HP, Lenovo, Dell, and Asus. We closed multiple wins with large auto, energy, healthcare, financial services, and telecom companies in the quarter. Looking more broadly across the PC market, we remain confident we can grow client processor revenue well ahead of the market in 2025, led by expanding adoption of our desktop channel and consumer and commercial notebook portfolio, as well as a richer mix. Turning to our gaming business results, gaming revenue decreased 30% year-over-year, as higher Radeon graphics sales were more than offset by lower semi-custom sales. While our semi-custom SoC sales declined year-over-year, console channel inventories have normalized, and demand signals have strengthened for 2025. For PC gaming, we launched our Radeon 9070 series to strong demand, as our new RDNA 4 Architecture delivers leadership performance for mainstream gamers. First week sellout set a record, and was more than 10x higher than our previous best Radeon launch. Demand remains very strong, and we are working closely with our board partners to replenish inventory weekly and meet the sustained demand. We also introduced FSR 4, our first machine learning-based rendering technology that delivers significantly higher frame rates and more immersive gaming experiences. FSR 4 is already enabled in over 30 games, with support expected to reach 75 titles by yearend. Turning to our embedded segment, first quarter revenue decreased 3% year-over-year to $823 million. Embedded demand continues to recover gradua”