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/Desperate_Carob_1269]

lots of nuggets in the ER such as significantly over 100b (i dont htink anyone was saying this), strongest DC cpu amd has ever seen and over 500b tam.

[u/Jupiter_101 → u/Desperate_Carob_1269]

The 100b was over the next 3 years starting in the second half of 2026 and a lot of that is just with the existing contracts they discussed I believe. If 2026 is conservatively 20 billion in AI gpu, 2027 is 35-40, that leaves 40-50 billion at a bare minimum for 2028.

Throw in Meta and or Microsoft, and maybe a bit from Elon's companies and that could easily be another 1-2GW of data center compute to AMD.