Sunday, October 25, 2026
ExploreSearch
Via News
Via News Knowledge File

Advanced Micro Devices

organization80% conf.·synced Oct 25, 2026

Competitor to Intel in x86 server market

60
sourced metrics
824
relationships
20
stated objectives
2
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Price 52 Week Low
190.95USD
Oct 22, 2026reference only
Price 52 Week High
649.42USD
Oct 22, 2026reference only
Stock Return Ytd
127.3%
Oct 22, 2026reference only
Stock Price
507.93USD
Oct 22, 2026reference only
Market Cap
829183048083USD
Oct 22, 2026reference only
Shares Outstanding
1632475042.0shares
Jul 29, 2026reference only
Operating Income
1990000000.0USD
Jun 27, 2026reference only
Cost Of Revenue
5333000000.0USD
Jun 27, 2026reference only
Total Assets
84464000000.0USD
Jun 27, 2026reference only
Gross Profit
6203000000.0USD
Jun 27, 2026reference only
Eps
1.38USD_per_share
Jun 27, 2026reference only
Revenue
11536000000.0USD
Jun 27, 2026reference only
Net Income
2297000000.0USD
Jun 27, 2026reference only
Stockholders Equity
67224000000.0USD
Jun 27, 2026reference only
Rd Expense
2528000000.0USD
Jun 27, 2026reference only
Cash
5086000000.0USD
Jun 27, 2026reference only
Operating Cash Flow
2955000000.0USD
Mar 28, 2026reference only
Capex
389000000.0USD
Mar 28, 2026reference only

Stated objectives

60% jump in data center revenue

source
target: 60% stated

Grow by 35% per year for next 3-5 years due to AI demand

source
target: 35 stated

Q4 2025 revenue guidance

source
target: 9.6 billion USD by 2025-12-31 00:00:00stated

Q4 2025 gross margin guidance

source
target: 54.5% by 2025-12-31 00:00:00stated

Analysts expect 28-35% annual revenue growth through 2027 driven by AI and data center demand

source
target: 28-35% YoY by 2027-12-31 00:00:00stated

Market pricing implies 35-40% EPS growth in coming years

source
target: 35-40% EPS growth stated

AMD targets approximately 35% annual revenue/earnings growth driven by insatiable AI demand

source
target: 35% per year stated

Grow Data Center segment revenue by more than 60% annually

source
target: >60% annual growth stated

Scale AI business to tens of billions in annual revenue

source
target: tens of billions USD annually by 2027-01-01 00:00:00stated

Grow total company revenue at greater than 35% CAGR over the next 3 to 5 years

source
target: >35% CAGR stated

Relationship graph · 824 connections

Competes with
236
Supplies to
191
Developed by
121
Covered by
73
Customer of
53
Invested in
30
Employs
26
rates
15

Via News coverage

Agentic AI Hits the Data Wall: Every Enterprise Wants Agents, but Few Can Feed or Trust Them
October 7, 2026
Enterprise AI's Agent Boom Hits a Data Wall: Demand Is Universal, Access to Company Data Is Not
October 2, 2026
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,994
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,994 facts checked against source5,500 source documents archived
Query this data → isubstrate.com