CLAIM #5507 · Advanced Micro Devices Inc (AMD) · 2025Q3 earnings call · Nov 4, 2025 · due Jun 30, 2026
“Looking ahead, we see significant opportunity to continue growing our client business faster than the overall PC market based on the strength of our Ryzen portfolio, broader platform coverage and expanded go-to-market investments.”
Lisa Su · CEO
In context
“th record quarterly sales as the strong demand environment and breadth of our leadership Ryzen portfolio accelerates growth. Desktop CPU sales reached an all-time high with record channel sell-in and sell-out led by robust demand for our Ryzen 9000 processors which deliver unmatched performance across gaming, productivity and content creation applications. OEM sell-through of Ryzen-powered notebooks also increased sharply in the quarter reflecting sustained end customer pull for premium gaming and commercial AMD PCs. Commercial momentum accelerated in the quarter with Ryzen PC sell-through up more than 30% year-over-year as enterprise adoption grew sharply driven by large wins with Fortune 500 companies across health care, financial services, manufacturing, automotive and pharmaceuticals. Looking ahead, we see significant opportunity to continue growing our client business faster than the overall PC market based on the strength of our Ryzen portfolio, broader platform coverage and expanded go-to-market investments. In gaming, revenue increased 181% year-over-year to $1.3 billion. Semi-custom revenue increased as Sony and Microsoft prepare for the upcoming holiday sales period. In gaming graphics, revenue and channel sell-out grew significantly driven by the performance per dollar leadership of our Radeon 9000 family. FSR 4, our machine learning upscaling technology that boosts frame rates and creates more immersive visuals saw rapid adoption this quarter with the number of supported games doubling since launch to more than 85. Turning to our embedded segment. Revenue decreased 8% year-over-year to $857 million. Sequentially, revenue and sell-through increased as the demand environment strengthened across multiple markets led by test and emulation, aerospace and defense, and industrial, vision and he”
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SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q3 earnings call.