Monday May 01, 2017

AMD Q1'17 Financial Results CEO Prepared Remarks

The AMD Q1'17 Financial Results call is still going on as I type this, but here are a few notes from the prepared remarks. Most notably for us is that Vega is said to still be on track for Q2'17 release.

Go-Forward Focus: We started 2017 delivering significant year-on-year revenue growth and margin expansion based on solid product execution and strong market and customer reception to our new leadership products.

Our focus in 2017 remains on:

  • Launching our "Naples" server CPU with broad customer, partner, and ecosystem support. "Naples" is the first step in our long-term plan to deliver a leadership data center product roadmap.

  • Complementing the success of our mainstream Polaris-based GPUs with our high-end "Vega" GPUs.

  • Extending our Zen core into the mainstream desktop and premium notebook markets with the launches of our Ryzen 3 CPUs and Ryzen mobile APUs in the second half of the year.

  • And expanding our participation in the fast-growing market for GPU compute with the launch of Radeon Instinct accelerators mid-year.