"Advanced Micro Devices (NASDAQ: AMD) reports FY2025 full-year and Q4 earnings on Feb. 3, 2026, after market close. Wall Street is expecting EPS of $1.32 on revenue of approximately $9.6 billion, representing 21% year-over-year (YOY) growth and 25% YOY growth, respectively. Shares have gained 115% over the past year, significantly outpacing the broader technology sector. The Numbers That Matter What Wall Street Expects: EPS consensus: $1.32 Revenue consensus: ~$9.6 billion Data center revenue: Expected above $4 billion Gross margin: Guidance of 54.5%"
"The Beat Threshold: A meaningful beat requires EPS of at least $1.40 paired with revenue exceeding $9.8 billion. The company has beaten or met estimates in six of the past seven quarters, with an average surprise of approximately 8%. Historical Context: AMD delivered a 10.3% earnings surprise in Q3 2025, reporting $0.75 versus the $0.68 estimate. Q2 2025 saw an exceptional 1,180% beat as analysts expected a loss but AMD delivered $0.54 in earnings."
AMD will report Q4 2025 earnings on Feb. 3, 2026 after market close. Wall Street consensus calls for $1.32 EPS on roughly $9.6 billion revenue, representing about 21% and 25% year‑over‑year growth, respectively. Shares have risen roughly 115% over the past year. Q3 data‑center revenue reached $4.3 billion, up 22% YoY, driven by EPYC processors and Instinct AI accelerators sold to OpenAI, Oracle and IBM. Client and gaming combined revenue totaled $4 billion, up 73% YoY with record Ryzen sales. Management guided Q4 revenue to about $9.6 billion and gross margin to 54.5%. A meaningful beat would require EPS ≥ $1.40 and revenue > $9.8 billion.
Read at 247wallst.com
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