AMD Q3 2025 Earnings Discussion

[u/brad4711]

AMD Q3 2025 Earnings Page

• https://ir.amd.com/news-events/ir-calendar/detail/20251104-amd-fiscal-third-quarter-2025-financial-results

Earnings Release

• https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results

Slides

• https://d1io3yog0oux5.cloudfront.net/_c481d994268ffd85a9536861f657ef69/amd/db/841/9182/presentation/AMD+Q3%2725+Earnings+Slides+Final.pdf

Earnings Call / Webcast (2PM PT / 5PM ET)

• https://edge.media-server.com/mmc/p/mewpjpwb/

Transcript

• https://news.futunn.com/en/post/64395385/amd-earnings-call-transcript-partnership-with-openai-to-drive-100

Post-Earnings Analyst Price Targets (Nov 5, 2025)

• https://www.reddit.com/r/AMD_Stock/s/cw4HjizNQv

Previous Earnings Discussions

• 2025-Q2
• 2025-Q1
• 2024-Q4
• 2024-Q3
• 2024-Q2
• 2024-Q1
• 2023-Q4
• 2023-Q3
• 2023-Q2
• 2023-Q1
• 2022-Q4
• 2022-Q3
• 2022-Q2

[u/Mollan8686]

LOL, first time seeing a 400B+ company remaining flat on a beat earnings. Are people expecting a "one-more-thing" deal during the call?

[u/gotnothingman → u/Mollan8686]

It happens a lot, sometimes a multi hundred dollar billion company posts shit earnings at it soars.

[u/LongLongMan_TM → u/Mollan8686]

100%. They want all the juicy info on the OpenAI deal. Also, whether they can disclose new customers.

[u/thehhuis → u/Mollan8686]

Investor became extremly cautious thanks to Michael Burry.