AMD — Nov 4, 2025 release
Fiscal 2025 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000002488-25-000163
Showing in the filing
OCI/Oracle Helios GPU Deployment
“50,000 GPUs”
Period
Q3 FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 9
OCI/Oracle Helios GPU Deployment for Q3 FY2026
“50,000 GPUs”
AMD-OpenAI GPU Deployment (total)
“6-GW of AMD GPUs”
AMD-OpenAI GPU Deployment (initial rollout) for FY2026
“initial 1-GW rollout of AMD Instinct MI450 GPUs”
Revenue for Q4 FY2025
“~$9.6 Billion, +/- $300 Million”
Operating Expenses for Q4 FY2025
“~$2.8 Billion”
Interest Expense/Other Income (Expense), net for Q4 FY2025
“~$37 Million”
Effective Tax Rate for Q4 FY2025
“~13% of pre-tax income”
Non-GAAP tax rate for FY2025
“13%”
Diluted Share Count for Q4 FY2025
“~1.65 Billion shares”
Exhibit 99.1 · the passage around this item
… earlier in the release
(AMD), such as the features, functionality, performance, availability, timing and expected benefits of future AMD products; AMD's large growth opportunities across diverse set of markets; AMD's data center AI accelerator opportunity; the strategic partnership with OpenAI and the deployment of six gigawatts of AMD Instinct GPUs and timing thereof; the strategic partnership with Oracle and the deployment of 50,000 GPUs and timing thereof; AMD's expected fourth quarter 2025 financial outlook, including revenue, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP Interest Expense/Other Income (Expense), net, non-GAAP tax rate and diluted share count; AMD’s large and compelling TAM; AMD’s ability to expand Data Center and AI leadership; AMD's financial and operating performance; and AMD’s ability to drive long-term shareholder returns, which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects," "believes," "plans," "intends," "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this presentation are based on current beliefs, assumptions and expectations, speak only as of the date of this presentation and involve risks and uncertainties that could cause actual results to differ materially from current expectations. Such statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and are generally beyond AMD's control, that could cause
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.