Key Takeaways

• Revenue smashes expectations: $10.3B in Q1, up 38% year-over-year—with Data Center alone delivering $5.8B at 57% growth
• Stock goes vertical: Shares jumped 19% after hours as Q2 guidance of ~$11.2B blew past Wall Street’s highest estimates
• AI demand is accelerating, not slowing: Lisa Su says agentic AI and inferencing workloads are driving unprecedented demand for both CPUs and accelerators
• The MI450/Helios pipeline is massive: Customer forecasts already exceeding AMD’s initial expectations before these next-gen products have even shipped

Can we talk about what just happened? Because AMD didn’t just beat earnings expectations yesterday—they obliterated them. And Wall Street responded the only way it knows how: by sending the stock into the stratosphere.

I’m not exaggerating. Shares shot up nearly 19% in after-hours trading on May 7, pushing AMD’s market cap toward heights that would have sounded like fan fiction two years ago. The catalyst? A Q1 2026 earnings report that made even the most bullish analysts do a double take.

Let me hit you with the numbers because honestly, they’re the kind of digits that make you pause mid-scroll. Revenue landed at $10.3 billion*—up 38% from the same quarter last year. Net income hit **$1.4 billion** under GAAP, nearly doubling what they pulled in a year ago. On a non-GAAP basis, earnings per share came in at *$1.37, absolutely torching the consensus estimate.

The Data Center Took the Wheel

Here’s the headline within the headline, and it’s honestly the one that matters most. AMD’s Data Center business pulled in $5.8 billion in Q1—a staggering 57% year-over-year jump. For the first time, data center revenue isn’t just a growth story. It’s the main story. It’s now the single biggest revenue engine at AMD, and the gap is only widening.

Lisa Su didn’t hold back on the call. “We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth,” she said. What stood out to me was her emphasis on where the demand is coming from: inferencing and agentic AI. Not just training giant models anymore—this is about AI being deployed everywhere, constantly, and AMD’s silicon is increasingly the thing running it.

The MI450 Series and Helios platform got specific shoutouts too. Su said customer engagement around these upcoming products is strengthening, with forecasts from major customers exceeding what AMD initially expected. That’s the kind of forward visibility that makes investors feel warm and fuzzy.

Not Just an AI Story

It would be easy to call this “the AI quarter” and move on, but the rest of AMD’s business showed real muscle too. The Client segment—think Ryzen processors for laptops and desktops—brought in $2.9 billion, up 26% year-over-year. AMD keeps eating into market share here, and the consistency of those gains tells you it’s not a fluke. People actually want Ryzen chips now. That wasn’t always true, and the fact that it’s so normalized is kind of the point.

Gaming was the pleasant surprise of the quarter. Revenue hit $720 million, up 11%. Radeon GPUs are holding their own even as the semi-custom business (the part that makes chips for consoles) remains in its typical mid-cycle lull. I’ll be honest—I expected gaming to be flat or slightly down given where we are in the console generation, so seeing growth here is genuinely impressive.

The Embedded segment rounded things out at $873 million, up 6%. It’s the quiet workhorse of AMD’s portfolio—powering everything from automotive systems to industrial equipment—and it’s quietly growing while nobody’s really paying attention.

That Guidance Though

If the Q1 numbers were the appetizer, the Q2 guidance was the main course nobody saw coming. AMD said it expects revenue of approximately $11.2 billion for the current quarter. Let that sink in. That’s roughly 46% year-over-year growth at the midpoint, and about 9% higher sequentially. Non-GAAP gross margin is projected around 56%.

This is the part where you start to understand why the stock rocketed. Companies don’t guide to $11.2 billion quarters unless they can already see the orders lined up. Jean Hu, AMD’s CFO, called it “record quarterly free cash flow” and talked about the “leverage in our operating model as we invest for accelerated growth while expanding profitability.” Translation: they’re spending more but making even more in return. That’s the kind of math that makes finance people very happy.

What This Says About the Bigger Picture

Let’s be real for a second about what’s actually happening here. Two years ago, the dominant narrative was that one company had a monopoly on AI chips and everyone else was fighting for scraps. AMD’s Q1 doesn’t just challenge that narrative—it buries it. When the Data Center segment grows 57% in a single year and the CEO is talking about customer demand exceeding forecasts, you’re looking at a genuine competitive shift.

And here’s what gets me: this isn’t even the part of the story where AMD’s next-gen products have shipped yet. The MI450 Series and Helios are still in the customer engagement phase. The numbers we’re seeing right now are being driven by EPYC server CPUs and the current Instinct GPU lineup. The pipeline behind those products sounds enormous.

I keep thinking about what Su said about agentic AI specifically. That’s not a buzzword she’s throwing around—agentic AI means AI systems that act autonomously, making decisions and taking actions without human intervention. Those workloads are computationally hungry, and they run around the clock. If that’s where enterprise AI is heading—and every signal suggests it is—then the demand for high-performance data center silicon isn’t going to plateau anytime soon.

The Bottom Line

AMD just put up a quarter that silences the skeptics. Revenue surging 38%, data center becoming the dominant engine at 57% growth, client and gaming both showing strength, and guidance that points to an even bigger Q2. The stock’s reaction says it all—when Lisa Su talks about “increasing visibility” into the growth trajectory, investors are listening.

The company that was once the scrappy underdog is now setting the pace in the most important technology race of the decade. And if Q2 delivers anywhere near that $11.2 billion target, we’re going to be having a very different conversation about who’s winning the AI infrastructure war.

Image Credit: Ted Lasso / Apple TV+

There’s something undeniably magical about Ted Lasso. From the moment I first met that mustachioed optimist on my screen, I was hooked—hooked on his unrelenting positivity, his quirky charm, and the way he somehow makes the world feel a little less heavy. So, when Apple TV+ finally announced on March 14, 2025, that Ted Lasso would return for a fourth season, I couldn’t help but feel a surge of joy—and relief. It’s about time, honestly. In a cultural landscape often saturated with cynicism, Ted Lasso is the hero we need right now, a character who doesn’t just preach kindness but lives it, no matter the odds stacked against him. This renewal, reported by The Hollywood Reporter, isn’t just a win for fans like me—it’s a testament to the enduring power of a story that dares to look on the bright side.

Let’s rewind for a moment. When Ted Lasso debuted back in August 2020, it was a quiet surprise, born from a series of NBC Sports sketches that Jason Sudeikis had crafted years earlier. Who could’ve predicted that this fish-out-of-water tale of an American football coach tackling British soccer would become a global phenomenon? Certainly not me, though I quickly fell under its spell. The show arrived during the thick of the pandemic, a time when hope felt scarce, and yet here was Ted, sipping tea and handing out biscuits, reminding us that even in the darkest moments, there’s room for laughter and connection. Over three seasons, it racked up 13 Emmys, including back-to-back Outstanding Comedy Series wins, and built a fanbase that spans continents. I’ve rewatched episodes more times than I’d care to admit, each viewing a reminder of why this show matters.

Image Credit: Ted Lasso / Apple TV+

So, when Season 3 wrapped in May 2023, with Ted heading back to Kansas to be closer to his son, I felt a pang of uncertainty. Was that it? The finale tied up some threads—Roy Kent stepping up as AFC Richmond’s manager, Rebecca finding a spark of romance—but it left enough open doors to keep me wondering. The lack of an immediate renewal announcement didn’t help, though the Hollywood strikes that year likely played a role in the delay. I clung to hope, because losing Ted Lasso felt like losing a friend who always knew how to lift my spirits. Thankfully, Apple TV+ has heard our collective plea—or, as Ted might say, our belief—and Season 4 is now official.

What makes this renewal so exciting isn’t just the return of Jason Sudeikis as Ted, though that alone is cause for celebration. It’s the promise of seeing where his journey takes him next. According to Apple TV+’s press release, Sudeikis teased a fresh direction for Season 4, saying, “In season four, the folks at AFC Richmond learn to leap before they look, discovering that wherever they land, it’s exactly where they’re meant to be.” That line hit me hard—it’s quintessential Ted, a man who trusts in the process even when the playbook’s unclear. Reports from Deadline add that this time, Ted will be coaching a women’s team, a twist that feels both bold and fitting. After all, Ted’s always been about uplifting those around him, and I can’t wait to see how he inspires a new squad.

Image Credit: Ted Lasso / Apple TV+

The cast returning alongside Sudeikis only sweetens the deal. Hannah Waddingham as Rebecca Welton, Brett Goldstein as Roy Kent, and Jeremy Swift as Leslie Higgins are locked in, their options picked up last August, as noted by Cosmopolitan. Juno Temple’s Keeley Jones is also reportedly set to return, per Times Now, which makes me grin—her spark is irreplaceable. Phil Dunster’s Jamie Tartt, however, won’t be a regular due to scheduling conflicts, a bummer since his growth from cocky striker to team player was one of the show’s best arcs. Still, the core ensemble’s return feels like a homecoming, and I’m eager to see how their stories evolve.

What I love most about Ted Lasso—and why I’ve been rooting for this renewal—is how it mirrors the best parts of humanity. Ted isn’t perfect; he’s got his struggles, his doubts, his moments of heartbreak. But he chooses to see the good, to believe in people even when they don’t believe in themselves. In a world that’s often quick to judge, to divide, to despair, Ted’s optimism isn’t naive—it’s defiant. I think about scenes like his dart game with Rupert, where he turns a taunt into a lesson about underestimation, or his quiet chats with Rebecca, offering her biscuits and a listening ear. Those moments stick with me, not just because they’re heartwarming, but because they challenge me to be better, to look past the negatives and find the light.

Season 4’s renewal feels particularly timely. Here we are in 2025, and the past few years have tested us—pandemics, conflicts, uncertainty. Ted Lasso’s return isn’t just entertainment; it’s a lifeline. Matt Cherniss, Apple TV+’s head of programming, captured it perfectly in the press release, saying, “Ted Lasso has been nothing short of a juggernaut, inspiring a passionate fanbase all over the world, and delivering endless joy and laughter, all while spreading kindness, compassion and unwavering belief.” I couldn’t agree more. In a sea of gritty dramas and dystopian tales, Ted Lasso stands out as a reminder that stories about hope can still resonate, still matter.

The production details only fuel my anticipation. Jack Burditt, known for Modern Family and 30 Rock, joins as an executive producer, per Collider, bringing fresh comedic chops to a team that already includes Sudeikis, Brendan Hunt, Joe Kelly, and Brett Goldstein. The premiere episode reportedly kicks off in Kansas before Ted heads back to the UK, according to Times Now, a nod to Season 3’s ending that I’m itching to see explored. No release date’s been set—Apple’s never been one to rush its gems—but knowing it’s in development is enough to keep me buzzing.

Image Credit: Ted Lasso / Apple TV+

Reflecting on why this renewal means so much to me, I keep coming back to Ted himself. He’s not a superhero, not a genius, not even a soccer expert. He’s just a guy who believes—in his team, in second chances, in the power of a kind word. I’ve had days where the world feels overwhelming, where the negatives pile up like a losing streak. But then I think of Ted, standing in the AFC Richmond locker room, rallying his players with that goofy grin, and I feel a little lighter. Season 4’s promise of him coaching a women’s team only deepens that admiration—here’s a man who’ll bring that same spirit to a new challenge, proving once again that his brand of heroism isn’t bound by gender or geography.

As I write this, it’s March 14, 2025, and the world outside my window is a mix of gray skies and fleeting sunshine. It’s fitting, really—life’s rarely all one or the other. Ted Lasso gets that, and that’s why I’ve been cheering for its return. This renewal isn’t just about more episodes; it’s about reclaiming a space for joy, for belief, for the kind of storytelling that lifts us up when we need it most. So here’s to Season 4, to Ted and his biscuits, to AFC Richmond’s next chapter. I’ll be waiting, ready to believe all over again.

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Xbox’s Aaron Greenberg shared via X (Formerly Twitter) that Xbox Game Pass members can get the Avowed Premium Upgrade, a $90 value, for $22.

Early Access And More

Those who upgrade to the premium edition* will receive:

• Up to 5 days early access
• Premium Skin Packs: 2 sets of bonus skins for your companions
• Access to Avowed Digital Artbook & Original Soundtrack

*Requires base game or Xbox Game Pass membership (PC or Ultimate only), all sold separately.

Avowed officially releases on February 13, 2025. Early access opens on February 8th.

You can purchase the Avowed Premium Upgrade HERE or through the Microsoft Store via your Xbox Console

Avowed

4GQTV Review: 7/10

RAWG Rating: 3.3/5

Synopsis:

Welcome to the Living Lands, a mysterious island filled with adventure and danger. Set in the fictional world of Eora that was first introduced to players in the Pillars of Eternity franchise, Avowed is a first-person fantasy action RPG from the award-winning team at Obsidian Entertainment. You are the envoy of Aedyr, a distant land, sent to investigate rumors of a spreading plague throughout the Living Lands - an island full of mysteries and secrets, danger and adventure, and choices and consequences, and untamed wilderness. You discover a personal connection to the Living Lands and an ancient secret that threatens to destroy everything. Can you save this unknown frontier and your soul from the forces threatening to tear them asunder?

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