AMD · 10-K · 2025A · Full report

Operating Expense Trends

ADVANCED MICRO DEVICES INC · 2026-02-04 · Importance 89 · Surprise 82

Research and development expense increased 25% year-over-year to $8.091 billion in 2025, a $1.635 billion increase driven primarily by higher employee-related costs and increased headcount to support AMD's AI strategy. Marketing, general and administrative expenses increased 52% to $4.144 billion in 2025, a $1.409 billion increase driven primarily by expanded go-to-market activities supporting revenue growth. Amortization of acquisition-related intangibles included in operating expenses totaled $1.223 billion in 2025. The company indicated R&D headcount growth and elevated go-to-market investments as primary drivers of operating expense expansion.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomenegativerealized-4.7%Research and development expenses for 2025 were $8.091 billion, an increase of $1.635 billion or 25% from $6.456 billion in 2024.
operating_incomepositiverealized+0.4%Amortization of acquisition-related intangibles totaled $2.254 billion in 2025 (sum of $1.031 billion cost of sales line and $1.223…