AMD, speaking on its recent earnings call, pointed to progress that could support a next-generation Xbox launch in 2027. The comments provide updated context on Microsoft’s future Xbox hardware plans, even as the company has not confirmed a launch timeline.
AMD’s latest earnings call
During its latest earnings call, AMD executives discussed performance across data center, AI, client computing, and gaming segments. As part of the discussion, the company referenced long-term platform partnerships, including its work with Microsoft on Xbox-related semi-custom silicon.
What AMD discussed:
- Progress on semi-custom system-on-chip (SoC) development
- Continued collaboration with Microsoft on next-generation Xbox hardware
- Gaming segment trends within AMD’s broader business
- Financial performance, margins, and near-term guidance
- Long-term outlook for custom silicon platforms
Key executive commentary
Lisa Su, Chair and CEO of AMD, said development of Microsoft’s next-generation Xbox is progressing well and is based on an AMD semi-custom SoC. She said the work is aligned to support a potential 2027 launch window, while noting that the timing ultimately depends on Microsoft’s plans.
Jean Hu, EVP and Chief Financial Officer of AMD, discussed revenue trends and margins, explaining that the current console cycle is entering a later phase. She said AMD’s semi-custom business remains supported by long-term partnerships, including Xbox, even as near-term contributions moderate.
Matt Ramsay, SVP of Computing and Graphics at AMD, spoke about AMD’s gaming and graphics roadmap, including semi-custom platforms used in consoles. He referenced Xbox as part of AMD’s long-term gaming strategy, highlighting continued collaboration with Microsoft on current and future hardware designs.
Broader Xbox platform context
Microsoft has previously confirmed a strategic multi-year partnership with AMD to co-engineer silicon across a portfolio of Xbox devices, covering consoles, handheld-style hardware, and next-generation Xbox Cloud Gaming servers. Microsoft has also indicated that its next-generation Xbox hardware will focus on a premium experience while supporting multiple form factors, moving closer to a hybrid console and PC approach.
Outlook
AMD said it remains focused on executing its roadmap across computing, AI, and gaming platforms. While Microsoft has not announced a release date for its next-generation Xbox, AMD’s comments suggest preparations are underway to support a potential 2027 timeframe.
Earlier internal documents disclosed during the FTC v. Microsoft case had pointed to a possible 2028 launch and referenced a custom AMD CPU paired with a co-designed AMD GPU, though Microsoft has since said those materials no longer reflect current plans.