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AMD
AMD (AMD) investor relations material
AMD Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Record Q3 revenue of $13.377B, up 45% YoY; non-GAAP diluted EPS was $2.09, up 74%, with Data Center leading growth.
Data Center rose to 64% of revenue from 47% a year earlier; management expects it to exceed 80% of revenue in 2027.
Management expects 2027 revenue growth above 80%, server revenue to double, and Data Center AI to grow significantly more than 2x.
Financial highlights
GAAP operating income was $2.832B, up 123% YoY, and net income was $2.428B, up 95%; non-GAAP operating income was $3.923B, up 75%, and net income was $3.471B, up 77%.
GAAP diluted EPS was $1.46; non-GAAP diluted EPS was $2.09, up 74% YoY.
GAAP gross margin was 54%, up 2 percentage points YoY; non-GAAP gross margin was 56%, up 190 bps YoY.
Free cash flow was $554M, versus $1.530B a year earlier; operating cash flow from continuing operations was $1.2B.
Outlook and guidance
Q4 revenue guidance is $17B, plus or minus 3%, implying ~66% YoY and ~27% sequential growth; non-GAAP gross margin is expected at ~55%, with operating expenses of ~$3.75B.
Q4 segment outlook: Data Center revenue up ~50% sequentially, Client and Gaming down >20%, and Embedded growing by double digits.
For 2027, total revenue is expected to grow >80%; Data Center is expected to exceed 80% of revenue, server revenue to double, and Data Center AI to grow significantly more than 2x.
2027 OpEx growth is expected below half the revenue growth rate; management expects significant operating-margin expansion, with quarterly gross margin varying by Data Center AI and server mix.
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Latest events from AMD
- AI-driven transformation and rack-scale solutions fuel rapid growth and ecosystem leadership.AMD
Goldman Sachs Communacopia + Technology Conference 2026 - AI and data center growth, product ramps, and strong customer demand drive a bullish outlook.AMDCiti’s 2026 Global TMT Conference
- Personal AI is redefining computing, enabling local, secure, and scalable intelligence for everyone.AMDIFA Opening Keynote
- Rapid server CPU and AI growth fueled by new products, major customer deals, and software gains.AMDTechnology Leadership Forum 2026
- Q2 2026 revenue rose 50% to $11.5B, driven by 107% Data Center growth and strong AI demand.AMDQ2 2026
- AI compute markets and product innovation drive growth, with major deployments set for 2027.AMDAMD Advancing AI 2026 Investor Roundtable
- AMD unveiled Helios rackscale AI, 6th Gen EPYC CPUs, and ROCm AI, advancing AI compute leadership.AMDAMD Advancing AI 2026 Keynote
- Major AI and data center launches, ecosystem growth, and record-setting performance drive innovation.AMDAdvancing AI 2024
- Targets >35% revenue CAGR and >$20 EPS, driven by AI and data center leadership.AMDFinancial Analyst Day 2025
Next AMD earnings date
Q4 20262 Feb, 2027
AMD
Next AMD earnings date
Q4 20262 Feb, 2027
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Frequently asked questions
Designer and Manufacturer of GPUs and CPUs
Advanced Micro Devices, Inc. (AMD), founded in 1969, is a global semiconductor company. Over the years, AMD has established itself as a significant player in the technology industry by designing and producing a wide range of microprocessors, graphics processors, and related technologies.
These products are integral to various high-demand applications, making AMD a key supplier to sectors such as consumer electronics, gaming, enterprise computing, and high-performance computing. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
The Company's Products and Operations
AMD's central processing units (CPUs) are one of the company's flagship products. Its Ryzen series of processors, known for high performance and energy efficiency, have gained substantial popularity among consumers, particularly in the personal computing and gaming markets. In the graphics processing unit (GPU) segment, AMD’s Radeon line has become particularly popular in gaming and professional visualization.
Radeon GPUs are known for their powerful performance and advanced features, such as real-time ray tracing and machine learning capabilities.. AMD's GPUs are also utilized in data centers, where they power high-performance computing (HPC) and artificial intelligence (AI) workloads. Additionally, AMD produces chipsets that enable communication between different components within a computer system, enhancing overall system performance and efficiency.
The company’s EPYC server processors are particularly noteworthy in the data center market, providing robust solutions for cloud computing, virtualization, and data analytics.