8.FAD 2025_Jack Huynh - from Momentum to Market Leadership - Leading the Gaming & AI PC Era

Sep 15, 2026

Uploaded by Bulrr

Forward-looking statements caution that projections about AMD product features, functionality, performance, availability, timing, and expected benefits involve risks and uncertainties and may differ materially from actual results. The presentation emphasizes client and gaming segment momentum, including revenue growth intended to outpace market growth through 2030, with a target of 40% client revenue share. It highlights AMD’s Ryzen AI roadmap, AI PC compute trajectory, and leadership products driving growth across consumer and enterprise, plus gaming console, GPU, and handheld momentum.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages24

Reading Time1 h 0 min

AccessFree to download

From Momentum to Market Leadership

Leading the Gaming & AI PC Era

Outpacing Market Growth

Client Momentum

Gaming Momentum

Infusing AI Into Everything We Do

Jack Huynh SVP & GM, Computing & Graphics Cautionary Statement This presentation contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD) such as the features, functionality, performance, availability, timing and expected benefits of AMD products; AMD’s client and gaming segment revenue growth, outpacing market growth; AMD's client business momentum, including revenue growth and client PC revenue share growth; AMD Ryzen AI roadmap; AMD's AI PC compute trajectory; AMD's ability to accelerate market leadership; AMD's client and gaming segment revenue growth, outpacing market rate through 2030; AMD's client business revenue market share growth; and AMD being positioned to obtain 40% client revenue share, which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects," "believes," "plans," "intends," "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this presentation are based on current beliefs, assumptions and expectations, speak only as of the date of this presentation and involve risks and uncertainties that could cause actual results to differ materially from current expectations. Such statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and generally beyond AMD's control, that could cause actual results and other future events to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. Investors are urged to review in detail the risks and uncertainties in AMD’s Securities and Exchange Commission filings, including but not limited to AMD’s most recent reports on Forms 10-K and 10-Q. AMD does not assume, and hereby disclaims, any obligation to update forward-looking statements made in this presentation, except as may be required by law. 2 From Momentum to Market Leadership Leading the Gaming & AI PC Era 3 Outpacing Market Growth >$14B & ~50% Y/YGrowth in 2025 Client Gaming Client & Gaming Revenue > $14B $9.6B 2024 2025e 4 2025e includes Q4’25 financial outlook Client Momentum Leadership Products Accelerating Growth Across All Segments Consumer The World’s Best & Top Selling Gaming CPUs The Most Powerful AI PC Processor in the Market Enterprise The World’s Best Workstation Platform 2x Platform Growth across HP, Lenovo, Dell & Asus 5 See endnotes: GNR-21 , FRG-01, SHO-06, SHP-03 Source: AMD Internal Projection “We arevery happy with AMD since we are seeing better processor performance & better battery life compared to non-AMD solutions." CW5 Shawn E. Petermann Command Chief Warrant Officer, U.S. Army NETCOM 6 Client Momentum Client Revenue >$10B 2023 2024 2025e Client Processor ASP ~1.5x 1.1x 1x 2023 2024 2025e Client PC Revenue Share ~28% 2023 2024 2025e 7 2025e revenue includes Q4’25 financial outlook; Source: AMD Internal Projection Gaming Momentum Won Consecutive Console Generations Consoles >250M Units Shipped Across Multiple Generations of Xbox & PlayStation Graphics The Best Mainstream Gaming GPUs Handhelds New Handhelds with Steam Deck, ROG Xbox Ally & Legion Go 8 See endnotes: RX-1174, RX-1184 , & RX-1226 Powering >1 Billion AI End-User Devices 9 AMD internal projection We’re Infusing AI Into Everything We Do From Client Devices to Broader Compute Solutions 10

FAQs

What legal caution does the presentation include?

It provides a Safe Harbor-style caution about forward-looking statements, noting that actual results may differ materially due to risks and uncertainties, and that the statements are made as of the presentation date.

Which business areas does the presentation focus on for growth?

It focuses on the client and gaming segments, describing momentum and revenue growth expectations, including client PC revenue share growth.

How does the presentation describe AMD’s AI strategy?

It states the goal to infuse AI into everything AMD does, spanning client devices and broader compute solutions, tied to the Ryzen AI roadmap and AI PC compute trajectory.

Sep 15, 2026

Uploaded by Bulrr