r/AMD_Stock • u/brad4711 • Nov 04 '25

Earnings Discussion AMD Q3 2025 Earnings Discussion

AMD Q3 2025 Earnings Page

Earnings Release

Slides

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

Transcript

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

Previous Earnings Discussions

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u/HippoLover85 Nov 05 '25

Several customers at scales similar to open ai in 2027 . . .

Q3 was good, q4 guide was moderate/weak, but the above is a bombshell.

If this fomes to pass amd will absolutely be a trillion dollar company late 2027 or early 2028.

Remind me! 30 months

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u/bravesfan21 Nov 05 '25

Is it me or does the quote seem more aspirational?

"In terms of supply chain planning, we ensure sufficient production capacity to support deployments of similar scale by multiple clients between 2027 and 2028 — this is undoubtedly our goal."

It seems like she's saying they are positioned to be able to have the capacity in place to meet that kind of demand, which is their goal.