Possibly, but there could be other explanations as well. Such as the rise of Graviton and vendor-specific ARM processors, affecting the first graph heavily, but the other one not as much. And things like prioritizing AI servers postponing upgrading the traditional ones as ServeTheHome writes:Looking at those two graphs Mercury Research numbers were, and still are, for sale, Intel s halved volume sales since 2021 dont match what seems made up numbers from this firm.
Server-Prozessoren: Intel Xeon mit niedrigstem Absatz in 14 Jahren
Jetzt haben die Absatzzahlen von Intel Xeon einen neuen Tiefpunkt erreicht – den tiefsten innerhalb der letzten 14 Jahre.www.computerbase.de
In the server market right now the macro trend is that AI servers are fairly easy to sell because there are still GPU constraints in the market. The demand is very strong. To fund that, companies are looking to web servers and relatively lower-performance machines and saying things like: “I understand that I can take a 4-year old machine and consolidate 8:1 using today’s new cloud-native processors, but I can also spend my budget this year on AI servers and let those servers run another year or two.”
Revenue: $7.44 billion vs. $7.13 billion expected
needs a new threadBetter than expected revenue for Q1 2025.
AMD Reports First Quarter 2025 Financial Results
SANTA CLARA, Calif., May 06, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2025. First…...ir.amd.com
Numbers are quite generic so personaly i wont do one, we can notice that they had a slight Q/Q set back in DC surely due to AI, and a modest Q/Q improvement in gaming due to RDNA4 being delayed, Y/Y numbers are also generic :needs a new thread
First quarter revenue 36% year-over-year.
- Data Center segment revenue in the quarter was $3.7 billion, up 57% year-over-year primarily driven by growth in AMD EPYC™ CPU and AMD Instinct™ GPU sales.
- Client and Gaming segment revenue in the quarter was $2.9 billion, up 28% year-over-year. Client revenue was $2.3 billion, up 68% year-over-year primarily driven by strong demand for the latest “Zen 5” AMD Ryzen™ processors and a richer mix. Gaming revenue was $647 million, down 30% year-over-year primarily due to a decrease in semi-custom revenue.
- Embedded segment revenue in the quarter was $823 million, down 3% year-over-year as demand in end markets remained mixed.
Sequentially they were up, but YoY the console dynamics were different.How did gaming dropped 30% is the new Radeons were selling so well, they said?
They were launched late in the quarter, there s only one month sales for RDNA4.How did gaming dropped 30% is the new Radeons were selling so well, they said?
How did gaming dropped 30% is the new Radeons were selling so well, they said?
As far as ASPs, AMD ASPs went up by double digits in Q1, mainly due to 9800x3d (IMO).
Client and Gaming net revenue of $2.9 billion for the three months ended March 29, 2025 increased by 28%, compared to net revenue of $2.3 billion for the prior year period. Client revenue was $2.3 billion, up 68% from the prior year period, primarily driven by a 43% increase in average selling price, and a 23% increase in unit shipments of AMD Ryzen mobile and desktop processors. Gaming revenue was $647 million, down 30% from the prior year period, primarily due to a decrease in semi-custom revenue.
Don't hear much of anything from them now. The layoffs at Intel are hitting hard. Have to wonder how many of those raptors they flooded the channel with have had to be replaced.We hear a lot from people who sound very sophisticated, who tell us that desktop is tiny and irrelevant, and of desktop overall, DIY and gaming desktops are even tinier fraction of this tiny and irrelevant fraction.
43%, and no not 9800X3D... but does suggest that they did manage to get OEMs to buy Zen 5 mobile.
Don't hear much of anything from them now. The layoffs at Intel are hitting hard. Have to wonder how many of those raptors they flooded the channel with have had to be replaced.
Desktop only accounted for 20% of sales during the record boom of 20-21. Thing is, that was still almost 75 million systems, and it did not include DIY.