CLAIM #5551 · Advanced Micro Devices Inc (AMD) · 2025Q4 earnings call · Feb 3, 2026 · due Mar 31, 2026
“But data center is actually going to be up. And when you think about this, right, our CPU business seasonal actually, you know, regular seasonal pattern it's going to be down high single digit. And then in our current guide, we actually guide the CPU revenue up sequentially very nicely.”
Jean Hu · CFO
In context
“mbedded is gonna be up a bit year over year. You know, client sounds like it's down seasonally, which I take to be maybe down 10. Can you give us a sense maybe of the other pieces? And then also, can you give us a sense of how, you know, data center GPU is gonna ramp through the year? I know it's, you know, back half of the year, but I think people are thinking at least are somewhere in the $14 billion range this year. What investors were thinking. I don't I'm not asking you to endorse that, but you can give us a little, you know, flavor for sort of how the the rental look to be, that'd be great. Thanks. Jean Hu: Hi, Tim. Thanks for your question. We're guiding one at a time, but I can give you some color about our Q1 guide. First, it's right sequentially. We guided the decline around 5%. But data center is actually going to be up. And when you think about this, right, our CPU business seasonal actually, you know, regular seasonal pattern it's going to be down high single digit. And then in our current guide, we actually guide the CPU revenue up sequentially very nicely. Also, with the data center GPU side, we also feel really good about, you know, GPU revenue, including China, will be also up. So very nice guide for the data center overall. On the client side, we do see seasonality sequentially decline embedded and the gaming they are also have a seasonal decline. Lisa Su: Maybe, Tim, if I just give you a little bit on the full year commentary. I think the important thing, as we look at the full year, we're very bullish on the year. We're not if you look at the key themes, we're seeing very strong growth in the data center. And that's across two growth vectors. We see server CPU growth, actually very strong. I mean, we've talked about the fact that CPUs are very important as AI continues to ramp. And we've seen the CPU order book continue to strengthen.”
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SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.