Eseandre Mordi
⬤ AMD recently unveiled an ambitious financial roadmap targeting earnings per share above $20 within three to five years, surpassing even the most optimistic Wall Street forecasts.
⬤ The plan centers on 35% annual revenue growth, powered by expanding data center business and growing market share in AI and GPU markets.
⬤ The company expects gross margins of 55–58% and operating margins exceeding 35%, driven by improved product mix, cost efficiencies, and economies of scale.
⬤ AMD projects free cash flow margins around 25% with a 13–15% tax rate, while forecasting GPU revenues to hit $60 billion annually through double-digit market share gains.
⬤ This aggressive outlook reflects AMD's confidence in narrowing the gap with Nvidia, backed by surging AI infrastructure demand and strategic partnerships in high-performance computing
Eseandre Mordi
