Advanced Micro (AMD) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Advanced Micro Devices (AMD) reported $10.27 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 34.1%. EPS of $1.53 for the same period compares to $1.09 a year ago.

The reported revenue represents a surprise of +6.24% over the Zacks Consensus Estimate of $9.67 billion. With the consensus EPS estimate being $1.32, the EPS surprise was +16.18%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Advanced Micro performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net revenue- Data Center: $5.38 billion versus the nine-analyst average estimate of $4.86 billion. The reported number represents a year-over-year change of +39.4%.
  • Net revenue- Embedded: $950 million compared to the $963.94 million average estimate based on nine analysts. The reported number represents a change of +2.9% year over year.
  • Net revenue- Gaming: $843 million compared to the $842.17 million average estimate based on nine analysts. The reported number represents a change of +49.7% year over year.
  • Net revenue- Client: $3.1 billion versus the nine-analyst average estimate of $2.96 billion. The reported number represents a year-over-year change of +33.9%.

View all Key Company Metrics for Advanced Micro here>>>

Shares of Advanced Micro have returned +11.4% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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