AMD Results Presentation Deck
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ENTERPRISE, EMBEDDED AND SEMI-CUSTOM
SEGMENT Q3 2021
▪ Revenue $1.9 billion.
Up 69% y/y and 20% q/q driven by higher EPYC processor and semi-custom product sales
Higher Operating Income
- Operating income $542 million compared to $141 million a year ago and $398 million in the prior quarter
Up y/y and q/q driven by higher revenue and richer product mix, partially offset by higher operating expenses
Strategic news and highlights
6th straight quarter of record server processor revenue; 3rd Gen EPYC contributed majority of server CPU revenue
Microsoft Azure and Google announced multiple new instances powered by 3rd Gen EPYC data center processors;
additional cloud deployment announcements include Cloudflare, Vimeo and Netflix
- Strong Enterprise growth driven by the ramp of server platforms from Dell, HPE, Lenovo, Supermicro, Cisco and others
- Won multiple supercomputing installations including Argonne National Laboratory's new Polaris supercomputer
- Semi-custom revenue grew y/y and q/q as demand for Microsoft and Sony game consoles remains very strong
THIRD QUARTER 2021 FINANCIAL RESULTS | OCTOBER 26, 2021
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