AMD 11.5 milyar dolarlık rekor çeyrek geliri açıkladı, veri merkezi satışları ikiye katlandı

17 kaynak
247wallst.com
  • AMD, yıllık bazda %50 artışla 11.54 milyar dolarlık rekor bir ikinci çeyrek geliri bildirdi; veri merkezi satışları ise %107 artarak 6.7 milyar dolara ulaştı.
  • CEO Lisa Su, üçüncü çeyrek geliri için Wall Street tahminlerinin üzerinde, yaklaşık 13 milyar dolarlık bir öngörüde bulundu ve veri merkezi satışlarının 2027'de tekrar ikiye katlanacağını tahmin etti.
  • Oyun geliri, konsol döngüsünün olgunlaşması nedeniyle %31 düşüşle 779 milyon dolara gerilerken, şirket hisseleri beklentileri aşan sonuçlara rağmen Çarşamba günü değer kaybetti.
Kaynaklar (17)
  1. 1 AMD CEO Lisa Su hails ‘excellent quarter’ as data center sales underpin ‘record revenue and profitability’ www.itpro.com
  2. 2 AMD's datacenter business is booming while gaming takes a backseat www.theverge.com
  3. 3 AMD forecasts revenue above Wall Street estimates on strong demand for AI chips www.theglobeandmail.com
  4. 4 AMD Revenue Hits Record High Amid 2X Data Center Sales Surge hothardware.com
  5. 5 AMD CEO says data center revenue more than doubled year-over-year due to AI demand gamesbeat.com
  6. 6 AMD's shares fall as investors seek bigger AI payoff www.freemalaysiatoday.com
  7. 7 Lisa Su Says Customers Want 'A Lot More Compute' — Sees 'Tremendous Momentum' In AMD’s Data Center Business stocktwits.com
  8. 8 41 Buy Ratings and No Sells: Why Wall Street Backs AMD 247wallst.com
  9. 9 AMD executives say the chip company has a key advantage over Nvidia: being more open www.businessinsider.com
  10. 10 Meta, Others Team Up With AMD To Improve AI Model Performance - Advanced Micro Devices (NASDAQ:AMD) www.benzinga.com
  11. 11 AMD doubles data center revenue year over year, but gaming revenue plunged by 31% — CEO Lisa Su says prices have 'weighed on' consumer demand but is 'optimistic' about client market www.tomshardware.com
  12. 12 Watch CNBC's full interview with AMD CEO Lisa Su www.cnbc.com
  13. 13 AMD Stock Drops Despite 132% Gains as Su Dismisses Musk Drama www.techbuzz.ai
  14. 14 AMD Braces for Softer PC Market in H2 2026, Still Sees Ryzen Beating the Slump - Shane the Gamer www.shanethegamer.com
  15. 15 AMD Announces Record US$11.54bn Revenue for Second Quarter businesschief.com
  16. 16 AMD Q2 FY2026 earnings call finance.biggo.com
  17. 17 AMD’s Data Center Revenue More Than Doubled as Total Sales Hit a Record $11.5 Billion easternherald.com
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