1. 標題： AMD.US 財報
2. 來源： AMD 官網、Seeking Alpha (公司名、網站
名)
3. 網址： https://reurl.cc/ZAr0pQ
https://reurl.cc/M0baam
4. 內文：
Advanced Micro Devices（納斯達克股票代碼：AMD）股價上漲，此前這家半導體巨頭公
佈了超出預期的第一季度業績並提高了全年業績指引。
在截至 2022 年 3 月 26 日的期間，由 Lisa Su 領導的 AMD ( AMD ) 表示，其按非公
認會計原則計算的每股收益為 1.13 美元，收入為 58.8 億美元，同比增長 71%，這得益
於其計算和圖形和企業業務，以及賽靈思收入。
不包括收購賽靈思，AMD 表示它創造了 53.2 億美元的收入。
本季度領先的是其計算和圖形部門的收入，得益於 AMD 的 Ryzen 和 Radeon 處理器，該
部門的銷售額同比增長 33% 至 28 億美元。
由於其 EPYC 處理器、半定制和嵌入式產品銷售收入增加，其企業、嵌入式和半定制部門
的收入為 25 億美元，同比增長 88%，環比增長 13%。
交易於2 月中旬完成後，賽靈思在本季度貢獻了 5.59 億美元的收入。
華爾街分析師預計該公司在此期間將產生 55.7 億美元的收入。
該公司表示，在調整後的基礎上，作為半導體公司密切關注的衡量標準，毛利率為 53%。
AMD ( AMD ) 股價在盤後交易中上漲超過 4% 至 94.92 美元。
總部位於加利福尼亞州聖克拉拉的 AMD ( AMD ) 以 65 億美元的現金和現金等價物在本
季度結束，並在此期間回購了 19 億美元的股票。
對於第二季度，以蘇為首的 AMD ( AMD ) 表示，預計收入將在 63 億美元至 67 億美元
之間，而預估為 60.3 億美元。
此外，AMD ( AMD ) 還上調了全年業績指引，稱目前預計將產生 263 億美元的收入，同
比增長 60%，高於此前預期的 31%。增長的部分原因是對 Xilinx 的收購以及更高的服務
器和半客戶收入。
它還預計今年非美國通用會計準則毛利率為 54%，高於之前的約 51%。
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Advanced Micro Devices (NASDAQ:AMD) shares rose after the semiconductor giant
posted first-quarter results that beat expectations and raised its full-year
guidance.
For the period ending March 26, 2022, the Lisa Su-led AMD (AMD) said it
earned $1.13 per share on non-GAAP basis with revenue coming in at $5.88
billion, up 71% year-over-year thanks to its computing and Graphics and
Enterprise businesses, as well as the inclusion of Xilinx revenue.
Excluding its Xilinx acquisition, AMD said it generated $5.32 billion in
revenue.
Leading the way during the quarter was revenue attributed to its Computing
and Graphics segment, which saw sales rise 33% year-over-year to $2.8
billion, thanks to AMD's Ryzen and Radeon processors.
Revenue attributed to its Enterprise, Embedded and Semi-Custom segment came
in at $2.5 billion, up 88% year-over-year and 13% sequentially, thanks to
higher revenue from its EPYC processor, semi-custom and embedded product
sales.
Xilinx contributed $559 million in revenue during the quarter, after the deal
closed in mid-February.
Wall Street analysts were expecting the company to generate $5.57 billion in
revenue during the period.
On an adjusted basis, gross margins, a closely watched measure for
semiconductor companies, came in at 53%, the company said.
AMD (AMD) shares rose more than 4% to $94.92 in after-hours trading.
Santa Clara, California-based AMD (AMD) ended the quarter with $6.5 billion
in cash and cash equivalents and bought back $1.9 billion in stock during the
period.
For the second-quarter, the Su-led AMD (AMD) said it expects revenue to be
between $6.3 billion and $6.7 billion, compared to estimates of $6.03 billion.
In addition, AMD (AMD) also raised its full-year guidance, saying it now
expects to generate $26.3 billion in revenue, up 60% year-over-year, up from
a previous outlook of 31%. The increase is due in part to the Xilinx
acquisition as well as higher server and semi-customer revenue.
It also expects non-GAAP gross margins to be 54% during the year, up from a
prior outlook of approximately 51%.
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5. 心得:
上調指引+毛利，AMD YES!
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