A post by @FirstSquawk on X.
AMD CEO SAYS IT IS PLANNING FOR PC MARKET UNIT SHIPMENTS TO DECLINE DOUBLE-DIGITS IN 2027, WHILE EXP…
@FirstSquawk on X
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AMD is planning for double-digit percentage declines in PC market unit shipments in 2027, even as it expects strong double-digit growth in its embedded business, CEO remarks relayed by First Squawk showed. The company's CFO also guided to roughly $3.75 billion in fourth-quarter non-GAAP operating expenses. The split outlook matters because it signals AMD is bracing for a weaker PC cycle while leaning on embedded as a growth offset. Investors will watch whether embedded demand can outpace any PC shipment softness and how the $3.75 billion opex target shapes Q4 margins.
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AMD (AMD), Lisa Su
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