Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference.

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Advanced Micro Devices, Inc. (NASDAQ:AMD) 2014 Raymond James’ Systems, Semiconductors, Software & Supply Chain Conference December 8, 2014 10:45 AM ET


Devinder Kumar - SVP and CFO


Hans Mosesmann - Raymond James

Question-and-Answer Session

Q - Hans Mosesmann

Okay, why don’t we get started? Good morning everybody and welcome to the AMD fireside chat with Devinder Kumar, CFO of AMD and Devinder, thanks for coming.

Devinder Kumar

Sure, thank you.

Hans Mosesmann

And just ahead and have a seat.

Devinder Kumar


Hans Mosesmann

So, Devinder, I’m guessing that some of the meetings that you’ve had so far concerned about AMDs transition. It’s been a tough period on the PC side of the equation, the competitive dynamics has been -- you know probably not the easiest, can you give us just a very brief update as to what’s occurred here over the past couple of months and as part of the process that the company has engaged in over the past three years of the transformation?

Devinder Kumar

Sure. I can do that. You know and only when you are talking about the PC market, if you step back a couple of years ago, we embarked on a strategy to transform the company and really change the profile from a revenue standpoint. And you’ve seen us over the last couple of years in particular in the semi customs space where we have the game console wins with Sony and Microsoft that we’ve been able to do that and today about 35% to 40% of our revenues coming from the non-PC sector.

If you go back years ago 2011 timeframe, 95% of the revenue was dependent on the PC sector and today it’s down to like I said about 60% of the revenue coming from there and 40% from other businesses. And in some

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