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CLAIM #5458 · Advanced Micro Devices Inc (AMD) · 2025Q2 earnings call · Aug 5, 2025 · due Dec 31, 2025

We expect to continue growing our commercial client share based on the strength of our product portfolio and expanded breadth of OEM offerings.

Lisa Su · CEO

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versus commitment · official band 5 percent
Committed
We expect to continue growing our commercial client share based on the strength of our product portfolio and expanded breadth of OEM offerings.
Reported
Sell-through of Ryzen CPUs for commercial notebooks and desktops grew by more than 40% year over year in the fourth quarter

In context

n and design workloads. In mobile, demand for AMD-powered notebooks was strong with sellout growing by a large double-digit percentage year-over-year. We drove a richer mix of higher ASP mobile parts year-over-year as we expanded our share in the premium notebook segment where our Ryzen AI 300 CPUs deliver leadership performance and value for both general purpose and AI workloads. In commercial PCs, Ryzen adoption accelerated as OEM consumption increased more than 25% year-over-year. We saw strong sell- through for AMD commercial notebooks with Lenovo and HP and a significant uptick in Dell sales as they ramp availability of their AMD commercial portfolio. We also closed new enterprise wins with Forbes 2000 pharma, tech, automotive, financial services, aerospace and health care companies. We expect to continue growing our commercial client share based on the strength of our product portfolio and expanded breadth of OEM offerings. Looking more broadly, we remain confident we can continue growing client processor revenue ahead of the market over the coming quarters, driven by increased adoption of our desktop and notebook products, growing commercial momentum and a richer product mix. In Gaming, revenue increased 73% year-over-year to $1.1 billion. Semi-custom revenue increased by a large double-digit percentage year-over-year as console inventories normalized and our customers began preparing for the holiday season. We announced a new multiyear collaboration with Microsoft for custom chips that will power the next generation of Xbox devices, including consoles, PCs and handhelds. We also deepened our collaboration with Sony through Project Amethyst, a co-engineering program that will use machine learning to power t

Verify independently

SEC filings for AMD · Claim quote is verbatim from the 2025Q2 earnings call.