On February 3 (local time), AMD unveiled its financial results for both the fourth quarter and the full year of 2025, with several key metrics achieving all-time highs. Nevertheless, its stock price took an unexpected nosedive, plummeting by over 5% in after-hours trading.

The financial report disclosed that AMD's revenue for the fourth quarter soared to $10.3 billion, marking a significant 34% year-on-year increase. Its net profit also surged to $1.5 billion, a remarkable 213% jump compared to the same period last year. For the entire year, total revenue climbed to $34.6 billion, up 34% year-on-year, while net profit reached $4.3 billion, reflecting a 164% year-on-year surge.

When it comes to business segments, revenue from the data center business fell short of market expectations. Meanwhile, the personal computing and gaming businesses witnessed a sequential decline. Analysts highlighted that the slower-than-anticipated growth in the data center sector, coupled with AMD's lag behind NVIDIA in the AI domain, has sparked market concerns regarding the competitiveness of its AI chips.

Looking forward to the first quarter of 2026, AMD anticipates revenue of around $9.8 billion (with a margin of ±$300 million), and projects an adjusted gross margin of approximately 55%.