SANTA CLARA, Calif. — November 4, 2025 — Leads & Copy —
AMD (NASDAQ:AMD) reported record third-quarter revenue of $9.2 billion, with a gross margin of 52%, operating income of $1.3 billion, net income of $1.2 billion, and diluted earnings per share of $0.75. On a non-GAAP basis, gross margin was 54%, operating income was $2.2 billion, net income was $2 billion, and diluted earnings per share was $1.20. The results did not include revenue from AMD Instinct™ MI308 GPU product shipments to China.
According to Dr. Lisa Su, AMD chair and CEO, record revenue and profitability reflected broad-based demand for high-performance EPYC and Ryzen processors and Instinct AI accelerators. Jean Hu, AMD executive vice president, chief financial officer, and treasurer, stated that investments in AI and high-performance computing are driving significant growth and position AMD for long-term value creation.
Customer momentum for AMD AI platforms is accelerating. Oracle Cloud Infrastructure (OCI) will offer the first publicly available AI supercluster powered by the AMD “Helios” rack design with AMD Instinct MI450 GPUs, EPYC “Venice” CPUs and Pensando™ “Vulcano” networking, with an initial deployment of 50,000 GPUs starting in Q3 2026.
AMD expects fourth-quarter revenue to be approximately $9.6 billion, plus or minus $300 million, representing year-over-year growth of approximately 25% and sequential growth of approximately 4%. Non-GAAP gross margin is expected to be approximately 54.5%.
AMD will hold a conference call at 2:00 p.m. PT (5:00 p.m. ET) today to discuss its third-quarter 2025 financial results.
Media Contact: Phil Hughes, AMD Communications, 512-865-9697, phil.hughes@amd.com
Investor Contact: Liz Stine, AMD Investor Relations, 720-652-3965, liz.stine@amd.com
Source: AMD
