Earnings

AMD reports better-than-expected results even as PC market shows continued weakness

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Lisa Su displays an ADM Instinct M1300 chip as she delivers a keynote address at CES 2023 at The Venetian Las Vegas on January 04, 2023 in Las Vegas, Nevada.
David Becker | Getty Images

AMD reported a revenue decline of 18% in its fiscal second-quarter earnings report on Tuesday and issued a forecast that trailed analysts’ estimates. Still, the stock rose more than 5% in extended trading.

Here’s how the company did:

  • Earnings: $0.58 per share, adjusted. That may or may not compare with $0.57 per share expected by Refinitiv consensus estimates.
  • Revenue: $5.36 billion. That may or may not compare with $5.31 billion expected by Refinitiv consensus estimates.

For the third quarter, AMD said it expects $5.7 billion in sales, while analysts were looking for revenue of $5.81 billion. It said that it expected its data center and embedded divisions to grow when looking at the entire fiscal year.

The chipmaker reported net income of $27 million, or 2 cents per share, down from $447 million, or 27 cents per share, in the same quarter last year. AMD excludes certain losses on investments and acquisition-related costs from its earnings.

AMD’s processor business has slowed in recent quarters, reflecting a deep slump in the global PC market. AMD’s total revenue dropped from $6.55 billion a year ago and AMD has reported two straight quarters of declining year-over-year revenue.

But AMD is one of the few companies making high-end graphics processing units (GPUs) needed for artificial intelligence, and analysts are watching to see if its server chips can take market share away from Intel.

Intel, AMD’s primary competitor, posted a surprise profit last week and sales that were higher than expected.

AMD’s client group, which includes sales from PC processors, dropped a massive 54% annually to $998 million because of a “weaker PC market,” it said. AMD noted that market conditions are improving.

AMD’s data center segment reported a decline of 11% to $1.3 billion, which the company said was due to lower server processor sales. AMD said some cloud providers had extra inventory during the quarter.

During the quarter, AMD announced a new chip that’s intended to build and run the kind of AI models that are at the heart of applications like ChatGPT. AMD said that chip, the MI300X, was currently being provided to customers for sampling.

AMD sells less-powerful chips and networking parts in its embedded segment, which was the only sector of AMD to grow in the period. Revenue in the unit increased 16% year-over-year to $1.5 billion.

AMD’s gaming segment includes graphics processors for PCs as well as chips for consoles like Sony’s PlayStation 5. Sales in the division dropped 4% on an annual basis to $1.6 billion, a decline that could have been worse if not for high demand for “semi-custom” chips like the ones it makes for game consoles.

WATCH: AMD needs to deliver on A.I. in the next few quarters

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