Advanced Micro Devices, Inc. AMD

Q4 FY2024 投资简报
2025-02-04 · ASTRO RESEARCH

01 · 损益表

季度指标

指标 Q4 FY2024 Q3 FY2024 Q/Q Q4 FY2023 Y/Y
营收 Revenue $7,658M $6,819M +12% $22,680M -66%
毛利率 Gross Margin (GAAP) 51.0% 50.1% +0.9 ppt 46.1% +4.9 ppt
毛利率 Gross Margin (Non-GAAP) 54.0%
研发费用 R&D $1,712M $1,636M +5% $5,872M -71%
销售及管理 SG&A $792M $721M +10% $2,352M -66%
折旧摊销 D&A $186M $756M -75% $642M -71%
股权激励 SBC $339M $351M -3% $1,384M -76%
营业利润 Operating Income (GAAP) $871M $724M +20% $401M +117%
利息费用 Interest Expense $19M $23M -17% $106M -82%
净利润 Net Income (GAAP) $482M $771M -37% $854M -44%
净利润 Net Income (Non-GAAP) $1,777M

补充指标

指标 Q4 FY2024 Q3 FY2024 Q/Q Q4 FY2023 Y/Y
每股收益 EPS (GAAP) $0.29 $0.47 -38% $0.53 -45%
每股收益 EPS (Non-GAAP) $1.09
稀释股数 Diluted Shares 1,634M 1,636M -0% 1,625M +1%
实际税率 Effective Tax Rate 47.1% -3.6% +50.7 ppt -68.0% +115.1 ppt

end_market

板块 收入 占比 QoQ YoY
Data Center $3,859M 50.4% +9% -41%
Client $2,313M 30.2% +23% -50%
Gaming $563M 7.4% +22% -91%
Embedded $923M 12.1% -0% -83%

02 · 资产负债表

现金及等价物
Cash & Equivalents
$3,787M
总债务
Total Debt
$1,721M
股东权益
Shareholders' Equity
$57,568M

03 · 现金流量表

本季度数据

经营现金流
Operating Cash Flow
$1,299M
资本开支
CapEx
$208M
自由现金流
Free Cash Flow
$1,091M
股票回购
Share Buyback
$256M
债务偿还
Debt Repayments
$0M

04 · 动态指标

指标 Q4 FY2024 Q3 FY2024 变化
暂无动态指标配置

06 · 管理层观点

"2024年是AMD的转型之年,我们实现了创纪录的年收入和强劲的盈利增长。Data Center部门年收入近乎翻倍,EPYC处理器采用加速,AMD Instinct加速器收入超过50亿美元。展望2025年,我们凭借强大的产品组合和对高性能及自适应计算不断增长的需求,看到了持续增长的明确机会。" — 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
restructuring_charges $186M 2024年重组计划相关的员工遣散费用和非现金资产减值
acquisition_related_intangibles_amortization $584M 收购相关无形资产摊销(Q4 2024),包括成本端$252M和运营费用端$332M
adjusted_ebitda $2,212M Non-GAAP调整后EBITDA,同比增长40%(Q4 2023: $1,576M)
cash_and_short_term_investments $5,132M 现金、现金等价物和短期投资合计,较上年同期$5,773M下降$641M