Artificial intelligence is enabling tech companies to boost their revenues, and to offer sharply improved balance sheets. While the situation is improving at Intel, AMD is consolidating its position. First-quarter figures have been published by the Reds, and they show solid year-on-year growth… And a stagnation compared to the previous quarter: Q4 2025.
AMD: a solid start to 2025!
+95% net profit compared with Q1 2025!
If we look at the figures published by AMD, compared with the first quarter of 2025, we can say that the company is doing very well. Indeed, the company reported sales of $10.25 billion, up 38% on the same period in 2025. Better still, the company is making huge profits with $1.38 billion, up 95% on Q1 2025! Clearly, the company is swimming in money, which is excellent news for its investment capacity and for the development of future CPU and GPU architectures.
On the stock market, the company’s shares continue to appreciate. While last April we learned that the share had reached $300, in the meantime it has now exceeded $355, with an all-time high of $360.54 on May 1.
However, this represents a slight stagnation compared with Q4 2025:
On the other hand, if we compare the figures to Q4 2025, we see a slight stagnation, although the end of the year is a propitious period for consumption, particularly with the Christmas holidays. In absolute terms, sales are flat: $10.25 billion versus $10.27 billion. Net profits are down slightly: -8% to $1.38 billion, compared with $1.51 billion at the end of 2025.
The pro sector, AMD’s growth driver!
In detail, it is the Data Center segment that is driving this growth, generating sales of $5.77 billion, up 57% year-on-year. But the Client segment also grew by 23%, compared with 11% for the Gaming sector .Embedded highlights a small growth of 6% compared with Q1 2025.
But compared with Q4 2025, both the Client and Gaming sectors recorded slight declines: -7.35% for the Client sector and -15% for Gaming. Incidentally, this ties in with a previous news item in which AMD warned that figures for the consumer sector were likely to deteriorate in the second quarter due to lower sales forecasts: prices are too high!
