Advanced Micro Devices, Inc. (AMD) Presents at Bank of America Securities Global Technology Conference (Transcript)

Jun. 02, 2020 9:22 PM ETAdvanced Micro Devices, Inc. (AMD)15 Comments
SA Transcripts profile picture
SA Transcripts

Advanced Micro Devices, Inc. (NASDAQ:AMD) Bank of America Securities Global Technology Conference Call June 2, 2020 4:00 PM ET

Company Participants

Devinder Kumar - Senior Vice President and Chief Financial Officer

Conference Call Participants

Vivek Arya - Bank of America Securities

Vivek Arya

Hello, everyone. This is Vivek Arya, senior semiconductor and semi cap equipment analyst at Bank of America Securities. Delighted and honored to have Devinder Kumar, Senior Vice President and Chief Financial Officer of AMD; and Jason Schmidt from the IR team join us this afternoon. Welcome to both. What we will do is maybe start with some opening comments from Devinder and then just get into Q&A after that.

With that, Devinder, welcome.

Devinder Kumar

Thank you, Vivek. It's a pleasure to be on the call with you and good afternoon to everybody else who's on the call. I hope all of you are staying safe and healthy given the current environment, especially with COVID-19. From an AMD standpoint, we have driven significant annual growth over the last few years. This has come from growth in our PC business, the discrete graphic business, as well as the data center business, and really the strength of our new products, Ryzen, EPYC and Radeon.

We are on track to deliver 21% year-on-year revenue growth with our Q2 execution, which is again growing increased number of Ryzen and EPYC platforms. On a quarterly basis, we expect to see solid growth from EPYC, as well as the initial ramp of our 2020 semi-custom revenue on 7 nanometers. We have expanded our margins on the strength of the new products by more than 10 points in the last few years. And this product portfolio is addressing profitable markets, including the commercial and data center space.

We're building what we believe is a

Recommended For You

Comments (15)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.