Show and guest
Yahoo Finance's The 8:30 morning show, with the hosts speaking to Sylvia Jablonski, chief investment officer of Defiance ETF. Original English title: AMD's data center revenue grew 97% and nobody led with it | The 8:30. The subtitles cover 0:00–57:41; this article covers only the AMD earnings segment, beginning at approximately 21:05, and does not cover the other election-night discussions.
Key points
- AMD revenue was 13.377 billion dollars, exceeding expectations of 13.1 billion dollars. 21:02
- Data center revenue rose 97% year over year, fourth-quarter guidance exceeded expectations, and adjusted gross margin was approximately 55%. 21:05
- Intel also delivered good data center figures, yet its shares fell by roughly a quarter. 22:56
- The difference between the two lies in AMD's forward guidance and order backlog. 23:04
Background and notes
This episode of Yahoo's The 8:30 was a morning show following election night. The subtitles cover 0:00–57:41; this article covers the AMD earnings segment beginning at approximately 21:05, and does not cover the other election-night discussions. The views and timestamps are recounted from the original subtitles; timestamps mark the start of the corresponding passages.