AMD is preparing to announce its Q1 2025 financial results, with analysts projecting revenue at $5.44 billion and a GAAP EPS of $0.60. This quarter is pivotal for AMD as it competes in the crucial AI compute market, with CEO Lisa Su aiming for over $3.5 billion in AI revenue driven by the new MI300 GPU series, posing a challenge to Nvidia's dominance. Alongside this, investors are monitoring traditional business segments' performance, including the Client and Data Center divisions, while the company faces stock valuation pressures after a strong 2023 surge.
As AMD gears up for its Q1 2025 financial results, significant focus will be on validating its position in the competitive AI chip market.
CEO Lisa Su's ambitious target of over $3.5 billion in AI-related revenue hinges on the success of the new MI300 GPU series, challenging Nvidia.
Investors are also keen for signs of stabilization in AMD's more traditional offerings, estimating Client division revenues at $1.31 billion and Data Center at $2.19 billion.
Despite a resurgence in 2023, AMD stock faces challenges, currently at $100.59, and down about 15% year-on-year, with a need for strong forward guidance.
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