earnings
confidence high
sentiment positive
materiality 0.85
AMD Q2 2026 revenue $11.5B (+50% YoY), EPS $1.38 GAAP, $1.66 non-GAAP; Data Center revenue $6.7B (+107%)
ADVANCED MICRO DEVICES INC
- Record revenue $11.5B, up 50% YoY; GAAP net income $2.3B, diluted EPS $1.38 (up 156% YoY).
- Non-GAAP operating income $3.1B, net income $2.8B, diluted EPS $1.66 (up 246% YoY).
- Data Center segment revenue $6.7B, up 107% YoY, driven by EPYC processors and Instinct GPUs.
- Client and Gaming revenue $3.8B (+6% YoY); Client up 23%, Gaming down 31% due to lower semi-custom.
- Management expects Data Center sales to accelerate in H2 2026, driving stronger revenue growth and earnings expansion.