--- title: "Why AMD's Q1 outlook is giving Wall Street jitters" url: https://daily.dev/posts/why-amd-s-q1-outlook-is-giving-wall-street-jitters-pqna8vdtl source_url: https://go.theregister.com/feed/www.theregister.com/2026/02/04/amd_q4_fy_2025/ type: article source: "The Register" published: 2026-02-04T02:18:04.429Z updated: 2026-03-15T05:20:23.196Z tags: ["ai", "amd", "gpu", "hardware"] reading_time: 3 upvotes: 1 comments: 0 language: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Why AMD's Q1 outlook is giving Wall Street jitters **[The Register](https://daily.dev/sources/theregister)** · 3 min read · 1 upvotes · 0 comments ## Summary AMD reported strong Q4 2025 results with 34% revenue growth to $10.27 billion and net income up 213%, driven by datacenter and client products. However, the stock dropped 8% after hours due to Q1 2026 guidance of $9.8 billion revenue, reflecting seasonal weakness in PC, gaming, and embedded divisions. Wall Street appears concerned that AMD's diverse portfolio dilutes its AI focus at a time when datacenter AI growth is the primary market driver. CEO Lisa Su remains confident despite ongoing memory shortages, citing multi-year supplier planning for HBM and enterprise PC segment focus. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Nvidia beats again – but Wall Street has stopped cheering](https://daily.dev/posts/nvidia-beats-again-but-wall-street-has-stopped-cheering-kd7sl4jbr) · TechCentral · 2 upvotes · 0 comments - [AMD’s record quarter is really a bet that open beats Nvidia’s moat](https://daily.dev/posts/amd-s-record-quarter-is-really-a-bet-that-open-beats-nvidia-s-moat-5ijd8qqle) · The Next Web · 0 upvotes · 0 comments --- Tags: [#ai](https://daily.dev/tags/ai), [#amd](https://daily.dev/tags/amd), [#gpu](https://daily.dev/tags/gpu), [#hardware](https://daily.dev/tags/hardware) [View this post on daily.dev](https://daily.dev/posts/why-amd-s-q1-outlook-is-giving-wall-street-jitters-pqna8vdtl)