earnings
confidence high
sentiment positive
materiality 0.80
AMD Q1 2026 revenue $10.3B (+38% YoY), GAAP EPS $0.84, non-GAAP $1.37; Data Center revenue $5.8B (+57%)
ADVANCED MICRO DEVICES INC
2026-Q1 EPS reported
$0.84
revenue$10,253,000,000
- Revenue $10.3B (+38% YoY); GAAP net income $1.4B ($0.84 EPS); non-GAAP net income $2.3B ($1.37 EPS).
- Data Center segment revenue $5.8B (+57% YoY) driven by EPYC processors and Instinct GPU ramp.
- Client & Gaming revenue $3.6B (+23% YoY) led by Ryzen share gains; Embedded $873M (+6% YoY).
- Record quarterly free cash flow; GAAP gross margin 53%, non-GAAP 55%.
- Meta to deploy up to 6 GW of Instinct GPUs, with first 1 GW powered by custom MI450-based GPU.