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AMD10-K: Customer concentration

Semi-custom SoC revenue is highly dependent on the success of game consoles from Sony and Microsoft.

What happened

A significant portion of AMD's Client and Gaming segment revenue relies on the success of game consoles from two key customers, Sony and Microsoft. Any weakness in their product cycles or market performance directly impacts AMD's results.

Source

SEC EDGARFeb 3, 2026

Annual report (Form 10-K)

AMD 10-K for FY2025

Filing excerpt

The success of our semi-custom SoC products in our Client and Gaming segment is dependent on securing customers for our semi-custom design pipeline and consumer market conditions, including the success of game console systems and next generation consoles for Sony and Microsoft.

sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Customer concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/27
Filed
Feb 3, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
2488
Accession number
0000002488-26-000018
Timeframe
Current year
Filing year
2026
Why it matters
Diversification strategy
Signal category
Market

Topics and mentions

Technologies

  • SoC

Vendors

  • Sony
  • Microsoft

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Feb 10, 2026
signal_type
sec-10k
signal_subtype
customerConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/4af44c83-6fd6-4cec-94cf-e1940a31c00b returns this record as JSON. POST /v1/companies/enrich returns every signal for amd.com.

{
  "signal_id": "4af44c83-6fd6-4cec-94cf-e1940a31c00b",
  "signal_type": "sec-10k",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-02-10T07:49:36.395+00:00",
  "company": {
    "name": "AMD",
    "domain": "amd.com"
  },
  "data": {
    "detail": "A significant portion of AMD's Client and Gaming segment revenue relies on the success of game consoles from two key customers, Sony and Microsoft. Any weakness in their product cycles or market performance directly impacts AMD's results.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Semi-custom SoC revenue is highly dependent on the success of game consoles from Sony and Microsoft.",
    "excerpts": "The success of our semi-custom SoC products in our Client and Gaming segment is dependent on securing customers for our semi-custom design pipeline and consumer market conditions, including the success of game console systems and next generation consoles for Sony and Microsoft.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm",
    "filing_date": "2026-02-03",
    "filing_year": 2026,
    "fiscal_year_end": "12/27",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "vendors_mentioned": [
      "Sony",
      "Microsoft"
    ],
    "technologies_mentioned": [
      "SoC"
    ]
  }
}

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