CLAIM #5573 · Advanced Micro Devices Inc (AMD) · 2025Q4 earnings call · Feb 3, 2026 · due Dec 31, 2027
“I mean, we'll certainly, you know, talk about that going forward. But as we ramp the new generation you would expect a reversal of that.”
Lisa Su · CEO
How to check this claim
Look at: Semi-custom segment revenue growth rate (YoY), as reported by AMD
It came true if: Semi-custom revenue growth > 0% YoY in a reporting period during 2027 (reversal from prior decline)
Where: AMD quarterly earnings release / 10-K segment disclosures
In context
“ually do with the gaming side of things. What is the magnitude down you're talking about this year? Because in 2025, you thought it was going to be flat and ended up growing 50%, which was a nice positive surprise. But now that you're talking about this year being down, then the next-gen Xbox ramping in 2027, I just hope to get some color on what you see as kind of the annual trajectory there. Jean Hu: Yeah. So Lisa can add them all. So 2026, I actually, it's the seventh year of a current product cycle. Typically, when you add this stage over the cycle, revenue tends to come down. We do expect the revenue on the semi-customer revenue side to come down significantly double-digit. For 2026. As Lisa mentioned in her prepared remarks. For the next generation? Yeah. That I think we'll Lisa Su: I mean, we'll certainly, you know, talk about that going forward. But as we ramp the new generation you would expect a reversal of that. Operator: Operator, I think we have time for one more caller on the call, please. Thank you. And our final question comes from the line of Jim Schneider with Goldman Sachs. Please proceed. Jim Schneider: Good afternoon. Thanks for taking my question. Relative to the ramp of your rack-level systems, would you expect any kind of bottleneck in terms of supply constraints in terms of the ramp as you ramp the second half of the year to potentially impact or limit the revenue growth? In other words, maybe talk about whether you expect supply to really kind of mute the growth in Q4 sequentially relative to sorry, Q3 relative to Q4. Lisa Su: Jim, we are planning this at the, you know, every component level. So I think relative to our data center AI ramp, I do not believe that we will be supply li”
Verify independently
SEC filings for AMD ↗ · Claim quote is verbatim from the 2025Q4 earnings call.