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<Research>CLSA: AMD 4Q25 Results Beat; Upcoming Launch of MI400 Series GPU
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CLSA published a research report on AMD (AMD.US), which charted a revenue of USD10.3 billion for 4Q25, topping the upper limit of guidance; the revenue grew by 34%; GAAP gross margins stood at 54%, and non-GAAP gross margins 57%, both surpassing the broker's expectations. The company's revenue guidance for 1Q26 was USD9.8 billion at the mid-point, with USD10.1 billion at the top end, and a non-GAAP gross margins were guided at 55%. CLSA believed that AMD is awaiting the launch of the MI400 series GPU, estimating that OpenAI will account for more than half of the GPU shipments in 2H26 and maintain over a 35% market share by the end of 2027. It also forecast that the 1H26 will be a holding pattern for AMD. AASTOCKS Financial News Website: www.aastocks.com |
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