secwatch.observer — SEC 8-K summary
======================================

Issuer:     ADVANCED MICRO DEVICES INC (AMD)
CIK:        0000002488
Form:       8-K
Filed at:   2026-08-04T20:16:24+00:00
Accession:  0000002488-26-000121
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AMD Q2 2026 revenue $11.5B (+50% YoY), EPS $1.38 GAAP, $1.66 non-GAAP; Data Center revenue $6.7B (+107%)
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/0000002488-26-000121-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/amd-20260804.htm
  HTML page:      https://secwatch.observer/filing/0000002488-26-000121

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