AMD's second-quarter report is out! What do you think of these results?

Global semiconductor giant AMD released its latest Earnings Reports after the market close on August 5th, Eastern Time. The company reported Show More

Global semiconductor giant AMD released its latest Earnings Reports after the market close on August 5th, Eastern Time. The company reported second-quarter revenue of $7.685 billion, a 32% increase year-over-year, with the data center segment contributing $3.2 billion, up 14% from the previous year. Despite exceeding revenue expectations, the company's profit fell short of forecasts, leading to a post-market share price drop of over 5%. However, during the Earnings Conference Call, CEO Lisa Su announced that the MI350 AI chip had started mass production in June, earlier than expected, and production is anticipated to ramp up significantly in the second half of the year. This news helped to narrow the post-market share price decline. What are your thoughts on AMD's Q2 performance? How will you proceed subsequently?

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SH George Soros

Aug 5, 2025 23:53

$Advanced Micro Devices (AMD.US)$ $Super Micro Computer (SMCI.US)$ AMD's financial report exceeded expectations, with virtually no criticisms. However, it did not meet the high expectations of buyers, given that the stock prices are at a high level and the performance requirements are stringent. The recent pullback is healthy. On the other hand, SMCI's financial report fell short across all metrics. The CEO's statements can no longer be trusted, as Q4 performance clearly lagged behind. The market share has been eroded by Lenovo and Dell, and the guidance was not as sharp as in the previous report. There is a sense of falling behind, with the gross margin continuing to decline sequentially. This is a story of an early leader being dethroned by latecomers, making it unlikely for SMCI to deliver any more outperformance.