secwatch.observer — SEC 8-K summary
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Issuer:     ADVANCED MICRO DEVICES INC (AMD)
CIK:        0000002488
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0000002488-26-000072
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AMD Q1 2026 revenue $10.3B (+38% YoY), GAAP EPS $0.84, non-GAAP $1.37; Data Center revenue $5.8B (+57%)
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2488/000000248826000072/0000002488-26-000072-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2488/000000248826000072/amd-20260505.htm
  HTML page:      https://secwatch.observer/filing/0000002488-26-000072

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer