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CLAIM #5508 · Advanced Micro Devices Inc (AMD) · 2025Q3 earnings call · Nov 4, 2025 · due Dec 31, 2025

We are on track for a second straight year of record design wins already totaling more than $14 billion year-to-date, reflecting the growing adoption of our leadership products across a broad range of markets and expanding set of applications.

Lisa Su · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

ue 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 health care. We expanded our embedded product portfolio with new solutions that extend our leadership across adaptive and x86 computing. We began shipping industry-leading Versal Prime Series Gen 2 adaptive SoCs to lead customers, delivered our first Versal RF development platforms to support several next-generation design wins and introduced the Ryzen Embedded 9000 Series with industry-leading performance per watt and latency for robotics, edge computing and smart factory applications. The design momentum remains very strong across our embedded portfolio. We are on track for a second straight year of record design wins already totaling more than $14 billion year-to-date, reflecting the growing adoption of our leadership products across a broad range of markets and expanding set of applications. In summary, our record third quarter results and strong fourth quarter outlook reflect the significant momentum building across our business driven by sustained product leadership and disciplined execution. Our data center AI, server and PC businesses are each entering periods of strong growth led by an expanding TAM, accelerating adoption of our Instinct platforms and EPYC and Ryzen CPU share gains. The demand for compute has never been greater as every major breakthrough in business, science and society now relies on access to more powerful, efficient and intelligent computing. These trends are driving unprecedented growth opportunities for AMD. I look forward to sharing more on our strategy, road maps and long-range financial targets at our financial analyst meeting next week. Now I'll

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SEC filings for AMD · Claim quote is verbatim from the 2025Q3 earnings call.