factored in to the quarter. >> xilinx grew 2% in the first quarter. we see them growing low twebts which is a great growth rate if you add that on top of amd, we'll grow 60% year over year into 2022. >> joining us for more on amd, senior semi analyst matt ramsey. good to have you interesting point about xilinx, prior revenue was 31 and has essentially doubled it is it that good of a fit >> i think it is we've been a big proponent of the amd/xilinx merger for a long time it brings amd into industrials, aerospace and defense, non-consumer markets as lisa mentioned in the spot you just did, because of some substrate supply investments that amd has made, they can open up new supply for xilinx to grow into the demand they have and asp should be good given the supply-demand gap out there. it's a great fit and we'll be looking for them to talk about integrating the two roadmaps together >> a series of lower highs and lower lows since 160 last thanksgiving now we get more chatter about a cautious view on pcs, across the industry on gaming how big of a threat

for it i hadn't heard a word about xilinx i can't remember when xilinx was this strong. i followed the company for 25 years. this thing is working, isn't it? >> well, i am so excited we closed xilinx in february so we had half a quarter of our first-quarter results. more importantly, strategically, xilinx is such a great fit with the amd portfolio. what we now have is a dive diversified set of businesses that are all about high performance computing and adaptive computing xilinx grew on a pro forma basis, 22% in the first quarter. we now see them growing sort of low 20s, which is great growth rate if you add that on top of the amd business, we'll grow 60% year over year into 2022 so we're excited about the combination, we're excited about what we can do in sort of the key markets that we think are going to be the secular growth drivers for us in not just '22 but over the next 25 35 years. >> in your upcoming analyst meeting, is it possible you'll be able to say the street should care more about aerospace, defense, industrial, health care, and of course auto than throw-aw

and xilinx, will that change the guidance for amd going forward there's supply chain, inflation, theown in china that we'll be looking for commentary i'd like to point out too that we'll have the ceo on cnbc tomorrow morning as well as an exclusive after these earnings results come out but the stock, though, down 37% on the year, the worst constituent of the smh, lower that the socks atf, one of the worst performers in the nasdaq 100 and earnings beat out of the past five years. >> yeah, after years of a multi-year run for the stock higher thank you. >>> lyft earnings also coming out after the bell that stock down 30% year to date ride-share demand took a hit during the omicron surge, we know that, but the company has seen demand shift and bounce back as we shift to the post-pandemic environment. joining us now is dan ives dan, what do we need to know about lyft, would you buy it into earnings? >> yeah, we'd be buying this as well as uber i think right here we're seeing a rebound in terms of this reopening on ride sharing. i think they could pass costs and rising prices to the consum