AMD Revenues Up 34 Percent to $10.3 Billion

AMD reported that it earned a net income of $1.5 billion on revenues of $10.3 billion in the quarter ending December 27, 2025. Those figures represent gains of 213 percent and 34 percent, respectively, year-over-year (YOY).

AMD also reported its full fiscal year earnings. For the year ending December 27, the firm delivered net income of $4.4 billion on revenues of $34.6 billion. Those figures represent gains of 164 percent and 34 percent, respectively.

“2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad-based demand for our high-performance and AI platforms,” AMD chair and CEO Dr. Lisa Su said. “We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”

AMD’s Data Center business was its biggest in the quarter with revenues of $5.4 billion, up 39 percent YOY. Data Center also delivered a record $16.6 billion in revenues for fiscal 2025, up 32 percent YOY.

AMD’s Client and Gaming business reported revenues of $3.9 billion in the quarter and $14.6 billion for the full fiscal year, for gains of 37 percent and 51 percent YOY, respectively.

Finally, the Embedded business added $950 million in revenues in the quarter, up 3 percent YOY, and $3.5 billion for the year, down 3 percent YOY.

Despite the strong results, AMD disappointed investors hoping for a better competitive stance against market leader Nvidia. For the current quarter, AMD predicted revenues of $9.8 billion, plus or minus $300 million, below expectations. Like many companies in this space, AMD has billions of dollars of commitments from OpenAI and others, but no clear timeline of when (or whether) it can collect those revenues.