Advanced Micro Devices, Inc. AMD

Q3 FY2024 投资简报
2024-10-29 · ASTRO RESEARCH

01 · 损益表

季度指标

指标 Q3 FY2024 Q2 FY2024 Q/Q Q3 FY2023 Y/Y
营收 Revenue $6,819M $5,835M +17% $5,800M +18%
毛利率 Gross Margin (GAAP) 50.0% 49.0% +1.0 ppt 47.4% +2.6 ppt
毛利率 Gross Margin (Non-GAAP) 54.0%
研发费用 R&D $1,636M $1,583M +3% $1,507M +9%
销售及管理 SG&A $721M $650M +11% $576M +25%
折旧摊销 D&A $756M N/A
股权激励 SBC $351M $346M +1% $353M -1%
营业利润 Operating Income (GAAP) $724M $269M +169% $224M +223%
利息费用 Interest Expense $23M $25M -8% $26M -12%
净利润 Net Income (GAAP) $771M $265M +191% $299M +158%
净利润 Net Income (Non-GAAP) $1,504M

补充指标

指标 Q3 FY2024 Q2 FY2024 Q/Q Q3 FY2023 Y/Y
每股收益 EPS (GAAP) $0.47 $0.16 +194% $0.18 +161%
每股收益 EPS (Non-GAAP) $0.92
稀释股数 Diluted Shares 1,636M 1,637M -0% 1,629M +0%
实际税率 Effective Tax Rate -3.7% 13.4% -17.1 ppt -15.2% +11.5 ppt

end_market

板块 收入 占比 QoQ YoY
Data Center $3,549M 52.0% +25% +122%
Client $1,881M 27.6% +26% +29%
Gaming $462M 6.8% -29% -69%
Embedded $927M 13.6% +8% -25%

02 · 资产负债表

现金及等价物
Cash & Equivalents
$3,897M
总债务
Total Debt
$1,720M
股东权益
Shareholders' Equity
$56,985M

03 · 现金流量表

本季度数据

经营现金流
Operating Cash Flow
$628M
资本开支
CapEx
$132M
自由现金流
Free Cash Flow
$496M
股票回购
Share Buyback
$250M
债务偿还
Debt Repayments
$0M

04 · 动态指标

指标 Q3 FY2024 Q2 FY2024 变化
暂无动态指标配置

06 · 管理层观点

"我们交出了强劲的第三季度业绩,在 EPYC 和 Instinct 数据中心产品销售增长及 Ryzen PC 处理器需求强劲的推动下实现了创纪录的营收。展望未来,我们在数据中心、客户端和嵌入式业务中看到由对更多算力的旺盛需求所驱动的巨大增长机遇。" — Dr. Lisa Su, Advanced Micro Devices, Inc.

07 · 其他补充数据

指引指标(未注册)

暂无数据

动态指标(未注册)

指标数值备注
cash_and_short_term_investments $4.54B 现金及短期投资合计 $4,544M(现金 $3,897M + 短期投资 $647M),反映整体流动性储备。