Scouting report · AMD
Jean Hu
AMD CFO since January 2023; previously CFO of Marvell, QLogic and Conexant
Ranked #17 of 23
Scouting sheet
as of 24 Sep 2026- Age
- 62src
- In the role
- 4 yr
- Promises scored
- 23
- Hit rate
- 70%
- Dodges / 100 answers
- 25.0
- Airtime on calls
- 17%
What to weigh
Watch 5
- 2023 reported pay was $32.8m, mostly one-off hiring awards: $12m of make-whole RSUs and a $2m cash bonus for Marvell awards she forfeited, plus a $5m sign-on PRSUsrc
- The sign-on PRSU paid at 200% of target: 131,942 shares settled on 2026-03-01, with 51,920 withheld for taxsrc
- Analysts have noticed that her opex guide keeps running over (seven misses in her record below). On the Q1 2026 call she tied the overrun to revenue beats and AI investment; revenue met or beat in every one of those quarters, so it understates spend rather than squeezing profitsrc
- Would not give a path for Instinct GPU gross margin on either the Q1 or the Q2 2026 call, as the Helios ramp begins in Q3 2026src
- Sold about $14.2m of AMD stock in the 12 months to 2026-09-24, all under 10b5-1 plans, with no open-market buyssrc
Career
- 2025-09 – 2025-12Advanced Micro Devicessrc
Interim Chief Accounting Officer (in addition to CFO)
Covered from Philip Carter's departure on 2025-09-05 until Emily Ellis started on 2025-12-15 (8K-2025-12-15) - 2023-01 – nowAdvanced Micro Devicessrc
Executive Vice President, Chief Financial Officer & Treasurer
Leads the global finance organization, investor relations, global corporate services and facilities - 2016-08 – 2023-01Marvell Technologysrc
Chief Financial Officer
Resigned effective 2023-01-20 'to pursue another professional opportunity' (MRVL-8K-2023) - 2015-08 – 2016-08QLogic Corporationsrc
Acting Chief Executive Officer (while SVP & CFO)
Second acting-CEO stint; QLogic agreed in June 2016 to be acquired by Cavium (WS-qlogic-cavium) - 2013-05 – 2014-02
- 2011-04 – 2016-08
- 2008-12 – 2011-04Conexant Systemssrc
Chief Financial Officer & SVP Business Development; Treasurer from 2009-06
The AMD and Marvell 8-Ks compress her Conexant roles to 'CFO, Treasurer and SVP Business Development from 2004 to 2011'; the QLogic filing gives the dated breakdown used here - 2006-02 – 2008-12
- 2004-02 – 2006-02
Not located: Before February 2004 she held financial planning, strategy and corporate development roles at Conexant and its predecessor Rockwell International; no filing read gives the dates or titles
Achievements
- CFO of four listed chip companies in turn: Conexant (from 2008), QLogic (2011), Marvell (2016) and AMD (2023)src
- Twice acting CEO of QLogic while its CFO, the second time through the 2016 agreement to sell the company to Caviumsrc
- Ran Marvell's finance, accounting, treasury, tax and investor relations for six and a half years before AMD hired hersrc
- Also covered AMD's Chief Accounting Officer post for about three months in late 2025 after the CAO left to be a CFO elsewheresrc
- FY2025 EIP bonus paid at 121% of target ($1,179,750) on revenue, adjusted non-GAAP net income, adjusted FCF and strategic milestonessrc
Education
Background
- Family AMD's 8-Ks of January 2023 and August 2025 state she has no family relationships with any AMD director or executive officer; none of the filings read reports a related-party transaction involving hersrc
- Boards Director of Fortinet since October 2019 and chair of its audit committee as of January 2023; still receiving Fortinet director RSU grants in August 2026src
- Other Gave Marvell notice on 2023-01-09 and AMD announced her appointment two days later, effective 2023-01-23; her predecessor Devinder Kumar stayed as EVP through April 2023 for the transitionsrc
- Other No individual employment agreement; covered by AMD's Executive Severance and Change of Control Plan for EVPs and SVPs (double-trigger, no tax gross-ups on termination)src
The promise ledger
23 scored · 0 open| Result | What was promised | Where it is scored | How |
|---|---|---|---|
| M Met | Q3 2024 (guided 2024-07-30) (revenue) | AMD row 1 | written outlook |
| M Met | Q3 2024 (guided 2024-07-30) (gross_margin) | AMD row 1 | written outlook |
| M Met | Q4 2024 (2024-10-29) (revenue) | AMD row 2 | written outlook |
| M Met | Q4 2024 (2024-10-29) (gross_margin) | AMD row 2 | written outlook |
| B Beat | Q1 2025 (2025-02-04) (revenue) | AMD row 3 | written outlook |
| M Met | Q1 2025 (2025-02-04) (gross_margin) | AMD row 3 | written outlook |
| M Met | Q2 2025 (2025-05-06) (revenue) | AMD row 4 | written outlook |
| M Met | Q2 2025 (2025-05-06) (gross_margin) | AMD row 4 | written outlook |
| B Beat | Q3 2025 (2025-08-05) (revenue) | AMD row 5 | written outlook |
| M Met | Q3 2025 (2025-08-05) (gross_margin) | AMD row 5 | written outlook |
| B Beat | Q4 2025 (2025-11-04) (revenue) | AMD row 6 | written outlook |
| B Beat | Q4 2025 (2025-11-04) (gross_margin) | AMD row 6 | written outlook |
| B Beat | Q1 2026 (2026-02-03) (revenue) | AMD row 7 | written outlook |
| M Met | Q1 2026 (2026-02-03) (gross_margin) | AMD row 7 | written outlook |
| B Beat | Q2 2026 (2026-05-05) (revenue) | AMD row 8 | written outlook |
| M Met | Q2 2026 (2026-05-05) (gross_margin) | AMD row 8 | written outlook |
| X Missed | Q4 2024 (2024-10-29) (opex) | AMD row 2 | said it |
| X Missed | Q1 2025 (2025-02-04) (opex) | AMD row 3 | said it |
| X Missed | Q2 2025 (2025-05-06) (opex) | AMD row 4 | said it |
| X Missed | Q3 2025 (2025-08-05) (opex) | AMD row 5 | said it |
| X Missed | Q4 2025 (2025-11-04) (opex) | AMD row 6 | said it |
| X Missed | Q1 2026 (2026-02-03) (opex) | AMD row 7 | said it |
| X Missed | Q2 2026 (2026-05-05) (opex) | AMD row 8 | said it |
Questions dodged
25.0 per 100 answersQ1 2026 · Instinct gross-margin path · C.J. Muse (Cantor). "How are you thinking about that either today or in the coming 1, 2, 3 years?" Hu: "at this stage, we really focus on driving the topline revenue growth on our Instinct family of product".
CALL-Q1-26, turns 39–40.from AMD · dossier-2026-09-24.md
Q2 2026 · Instinct gross margin entering and exiting 2027 · C.J. Muse. "how should we think about beginning 2027 and then exiting?" Hu answered the company-level mix — "it's really determined by both the pace of server CPU business ramp and the data center AI ramp".
CALL-Q2-26, turns 47–48. Tom O'Malley asked the same about 2027 gross margin earlier in the call and got "puts and takes".from AMD · dossier-2026-09-24.md
Q1 2026 · Data Center AI sequential growth ex-China · Stacy Rasgon. Hu: "The China, for our business, in Q1, it's not material." Rasgon: "But you didn't answer my question."
CALL-Q1-26, turns 44–45.from AMD · dossier-2026-09-24.md
Calls reviewed
FY2026-Q1.roic.json— 7 answers, 18% of the wordsFY2026-Q2.roic.json— 5 answers, 16% of the words
Sources
20- Filing Advanced Micro Devices DEF 14A (2026 annual meeting; accession 0001193125-26-129057) · 2026-03-27
- Filing Advanced Micro Devices 8-K Items 5.02/7.01, Kumar retirement and Hu appointment with offer letter (0000002488-23-000003) · 2023-01-11
- Filing Advanced Micro Devices 8-K Item 5.02, CAO Carter resigns; Hu interim CAO (0000002488-25-000147) · 2025-08-25
- Filing Advanced Micro Devices 8-K Item 5.02, Emily Ellis appointed CAO; Hu ceases as interim CAO (0000002488-25-000182) · 2025-12-15
- Filing Advanced Micro Devices 8-K Item 5.02, FY2025 EIP bonuses (0000002488-26-000029) · 2026-02-17
- Filing Advanced Micro Devices 8-K Item 5.07, 2026 annual meeting vote results (0001193125-26-226746) · 2026-05-15
- Filing Advanced Micro Devices 8-K Item 5.02, 2026 base salaries and LTI target values (0000002488-26-000115) · 2026-07-01
- Filing EDGAR XBRL companyconcept us-gaap/NetIncomeLoss, CIK 2488 (FY2025 10-K, accn 0000002488-26-000018) · 2026-02-04
- Filing Marvell Technology Group 8-K Item 5.02, Jean Hu appointed CFO effective 2016-08-22 (0001193125-16-688737) · 2016-08-23
- Filing Marvell Technology 8-K Item 5.02, Hu resignation effective 2023-01-20 (0001193125-23-006474) · 2023-01-11
- Filing QLogic Corporation 10-K/A for fiscal 2016, Part III executive officers (0001564590-16-021022) · 2016-07-01
- Filing Form 4, Jean X. Hu (reporting CIK 1452385), AMD sales of 2025-11-24 (0000002488-25-000173) · 2025-11-26
- Filing Form 4, Jean X. Hu, AMD RSU vesting of 2026-02-15 and sales of 2026-02-17 (0000002488-26-000039) · 2026-02-18
- Filing Form 4, Jean X. Hu, AMD sign-on PRSU settlement of 2026-03-01 (0000002488-26-000050) · 2026-03-03
- Filing Form 4, Jean X. Hu, AMD 2023 PRSU settlement and 2026 annual grants of 2026-08-15 (0000002488-26-000151) · 2026-08-18
- Filing Form 4, Jean X. Hu, AMD sales of 2026-08-25 (0001452385-26-000008) · 2026-08-27
- Filing Form 4, Jean X. Hu as Fortinet director, RSU grant of 2026-08-12 (0001452385-26-000006) · 2026-08-13
- Call transcript AMD Q1 2026 earnings call (2026-05-05), ROIC.ai
- Call transcript AMD Q2 2026 earnings call (2026-08-04), ROIC.ai
- Web search result WebSearch: QLogic Form 425 (June 2016), Cavium to acquire QLogic; Jean Hu Acting CEO and SVP & CFO · 2026-09-24