"AMD's computing and graphics segment, responsible for both the EPYC server and console chips, generated $1.44 billion, a 21% year-over-year decline. AMD chalked this up to lower sales into the console market, while increased EPYC Rome sales reduced the impact.
In either case, the market's bullish prospects for AMD's EPYC Rome processors might be blunted by the lower revenue generation in this key segment. The unit posted a $26 million operating loss, compared to operating income of $45 million in the fourth quarter of 2019. AMD cited lower ASPs due to heightened cloud spending, and we know that Intel has been increasingly competitive as it slashed pricing on its competing Cascade Lake Refresh processors. Intel's server unit (DCG) also recently posted a 42.7% year-over-year sales increase due to coronavirus-spurred demand."