35 annotations
Page 2 of 2
Fourth quarter 2022 revenue for $5.6 billion was up 16% from a year ago, driven by higher revenue in the Embedded and Data Center segment, partially offset by lower Client and the Gaming segment revenue.
(No comment added)
Transcript
2022 Q4
2 Feb 23
We do see elevated levels of inventory with some cloud customers, which will lead to a softer first half and a stronger second half of the year.
(No comment added)
Transcript
2022 Q4
2 Feb 23
PC market, we are planning for the PC TAM to be down approximately 10% for 2023.
(No comment added)
Transcript
2022 Q4
2 Feb 23
As we enter 2023, we expect the overall demand environment to remain mixed with the second half stronger than the first half.
(No comment added)
Transcript
2022 Q4
2 Feb 23
Ford camera, 4D radar and infotainment wins across multiple customers.
(No comment added)
Transcript
2022 Q4
2 Feb 23
Embedded markets, including communications, automotive, industrial and healthcare, aerospace and defense, and test and emulation
(No comment added)
Transcript
2022 Q4
2 Feb 23
Channel sell-through of our Radeon RX GPUs increased sequentially
(No comment added)
Transcript
2022 Q4
2 Feb 23
Gaming graphics revenue declined year-over-year as we further reduced desktop GPU downstream channel inventory
(No comment added)
Transcript
2022 Q4
2 Feb 23
Gaming segment. Revenue declined 7% year-over-year to $1.6 billion as lower gaming graphics sales more than offset higher semi-custom revenue.
(No comment added)
Transcript
2022 Q4
2 Feb 23
While overall PC demand remains soft, desktop channel sell-through increased sequentially during the holiday season.
(No comment added)
Transcript
2022 Q4
1 Feb 23
We continue to ship below PC consumption in the fourth quarter as we focused on further reducing downstream inventory.
(No comment added)
Transcript
2022 Q4
1 Feb 23
Embedded segment following our Xilinx acquisition
(No comment added)
Transcript
2022 Q4
1 Feb 23
led by increased adoption of our EPYC processors by cloud providers
(No comment added)
Transcript
2022 Q4
1 Feb 23
We accelerated our Data Center business and closed our strategic acquisitions of Xilinx and Pensando
(No comment added)
Transcript
2022 Q4
1 Feb 23
Embedded and Data Center segments
(No comment added)
Transcript
2022 Q4
1 Feb 23