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AMD Posts Strong Q4 Earnings, Cautious Q1 Outlook Woes

2/4/2026

24 4 Full Breakdown

Summary

Story summary

Advanced Micro Devices (AMD) reported strong fourth-quarter earnings, with revenue of $10.27 billion and earnings per share of $1.53, beating expectations.
The data center segment rose 39% year-over-year to $5.4 billion, driven by demand for AI chips.
Shares fell more than 6% in after-hours trading after AMD issued a cautious first-quarter revenue forecast of $9.8 billion, which was above estimates but disappointed some analysts.

History

Historical Context

The semiconductor industry saw remarkable growth in the 1990s, with global sales hitting $40 billion, largely due to the rise of personal computers. Advanced Micro Devices (AMD) emerged as a competitor to Intel during this period. Today, AMD's revenue of $10.27 billion reflects ongoing demand, particularly for AI chips, amidst market volatility reminiscent of earlier fluctuations that shaped the industry.

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Story summary

Advanced Micro Devices (AMD) reported strong fourth-quarter earnings, with revenue of $10.27 billion and earnings per share of $1.53, beating expectations.
The data center segment rose 39% year-over-year to $5.4 billion, driven by demand for AI chips.
Shares fell more than 6% in after-hours trading after AMD issued a cautious first-quarter revenue forecast of $9.8 billion, which was above estimates but disappointed some analysts.

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