- AMD’s Gaming segment sees impressive growth in Q2 2025, with revenues up 73.1% year over year to $1.122 billion, driven by demand for Radeon GPUs and higher semi-custom revenues.
- Collaborations with Microsoft and Sony for next-gen gaming technologies further boost AMD’s performance, with Radeon 9000 series graphics cards driving growth in the gaming market.
- AMD expects Gaming segment to remain steady in Q3 2025 but anticipates a drop in console-related revenues in Q4 due to seasonal trends.
- NVIDIA dominates in discrete GPU market, with gaming revenues up 30.7% year over year in Q1 2026, driven by strong demand for Blackwell architecture GPUs.
- Intel expands in gaming market with Intel Arc graphics family, showcasing modern GPU features and performance improvements in latest Xe2 GPU architecture.
- AMD stock performance shows 37% YTD gain, trading at a premium with forward P/S of 7.33X, while Zacks Consensus Estimate for Q3 2025 earnings is $1.17 per share.
- AMD carries a Zacks Rank #3 (Hold), with expected 5.4% increase in Q3 2025 earnings and 19.03% growth in 2025 earnings year over year.
Read more at Nasdaq: AMD Rides on Gaming Business Rebound: Will the Momentum Continue?