TMTB: AMD First take

AMD -2% Overall revs better but Datacenter missed (Gaming + Client better). GM and EPS in line

Q1 rev. $6.8B to $7.4B, est. $7.04B, midpoint of $7.1B slightly better than street/bogeys

Expectations were low but main story here is Datacenter and investors won’t like the weakness there despite Gaming/Client coming in above. Expects were pretty low however so not sure this changes much in bulls or bears minds. No mention of 2025 GPU forecasts.