So I guess is there any risk? SEC Filing. Thanks.Thanks for taking my question, and congratulations on the strong growth despite all the headwinds. So I would say that we're still underrepresented in commercial.There are now 54 Ryzen 4000-powered notebooks in the market. And then Lisa, as a follow-on, you've always talked about this being a marathon more than a sprint, and you guys have had a pretty methodical strategy to which you've executed to. And then as a follow-up, there’s been a bunch of press about console builds getting revised up meaningfully by several million units coming from Nikkei. Your line is now live.First is the availability of platforms.
You’ve said in the past that your customers, they don’t buy CPUs but they buy road maps. keyboard_arrow_right; Contact; Events By Date Search By Ticker.
And again, we were not very exposed to that portion of the market. And operator, please poll the audience for the question-and-answer session.© COPYRIGHT 2020, AlphaStreet, Inc. All rights reserved.
We see strength in gaming notebooks, which we had previously been underrepresented. And do you have any update on kind of ROCm and how that has opened up opportunities or what we should expect from a software platform perspective?Yes, that’s exactly what I wanted. [Operator Instructions] It’s now my pleasure to turn the call over to Ruth Cotter, Senior Vice President, Marketing, Human Resources and Investor Relations for AMD. [Operator Instructions] Our first question today is coming from Mark Lipacis from Jefferies. We expect revenue to increase in the second half of the year, as additional cloud-based visual computing wins ramp and we launch our new CDNA data center GPU architecture optimized for next-generation exascale and machine learning workloads.I’m sorry. Financial Tables XLS 64.2 KB. And that’s part of this idea that PCs are now essential. So, we continue to invest in the data center. We’ve also done quite a bit on the ecosystem and ensuring that we have the partnerships with the ISVs, and then just basically feet on the street where we’re talking directly to some of these enterprise customers. At the same time, I think our notebook portfolio, particularly the Ryzen 4000, has done extremely well. Is there that much upside? And then, we have our game console ramp that is a strong ramp here in the second half. Or is it mostly hyperscale that’s driving it?Before we begin today, please note that AMD is scheduled to participate in several Wall Street events during the third quarter.
EESC segment operating income was $33 million or 6% of revenue compared to an operating income of $89 million a year ago.Turning to server, our focus since launching our EPYC processors has been on building a solid foundation to drive long-term growth.
Mobile GPU revenue growth was driven by adoption of our RDNA GPUs, highlighted by the launches of new Apple professional and Dell gaming notebooks featuring our Radeon 5000M series mobile GPUs. I think we have executed well to our road map. Google announced that EPYC processors were being used exclusively to power their unique Confidential Computing VMs that encrypt data while it is being processed. And then, we’re also working in development on Zen 4, which is slated for 5-nanometer.Hi, thanks for taking my questions. So I think — so when you talk about the Q3 guide, so 32% sequentially, there is a large component of that, which is game consoles.Thank you, Lisa, and good afternoon, everyone. Would opex staying at, say, 29% of revenues like you're talking about for this year, be a good way to capitalize on that opportunity as opposed to going down to the 26% or 27% you mentioned at your analyst meeting?
Financial ... Transcript 269.3 KB. Computing and Graphics segment operating income was $200 million or 15% of revenue compared to $22 million or 2% of revenue a year ago.That’s helpful.