Advanced Micro Devices (AMD) official guidance
Advanced Micro Devices (AMD) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteAMDADVANCED MICRO DEVICES INCFY2026 · ends 2026-12-26
1 metric1 newearnings release · 6d
2026-11-03 21:17:22 UTC13%new
For fiscal 2026, AMD uses a projected non-GAAP tax rate of 13%, which excludes the tax impact of pre-tax non-GAAP adjustments.
AMD · EX-99.1 · Q3 FY2026
2026-11-03 21:16:27 UTCOpen source
AMDADVANCED MICRO DEVICES INCQ4 FY2026 · ends 2026-12-26
2 metrics2 newearnings release · 6d
2026-11-03 21:17:22 UTC55%new
Non-GAAP gross margin is expected to be approximately 55%.
AMD · EX-99.1 · Q3 FY2026
2026-11-03 21:16:27 UTCOpen source
2026-11-03 21:17:22 UTC$17Bnew65.5% vs Q4 FY2025
For the fourth quarter of 2026, AMD expects revenue to be approximately $17 billion, plus or minus 3%. The mid-point of the revenue range represents year-over-year growth of approximately 66% and a sequential increase of approximately 27%.
AMD · EX-99.1 · Q3 FY2026
2026-11-03 21:16:27 UTCOpen source
AMDADVANCED MICRO DEVICES INCFY2030+ · ends 2030-12-21
2 metrics2 newearnings call · 2026-08-05 04:01:11 UTC
2026-08-05 04:01:11 UTCat least 45%new
We now expect the data center AI accelerator market to grow more than 45% annually to approximately $1.4 trillion by 2030.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:11 UTC$1.4Tnew
We now expect the data center AI accelerator market to grow more than 45% annually to approximately $1.4 trillion by 2030.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
AMDADVANCED MICRO DEVICES INCQ3 FY2026 · ends 2026-09-26
6 metrics4 new2 maintainedearnings call · 2026-08-05 04:01:11 UTC
2026-08-05 04:01:11 UTC1.7Bnew1.2% vs Q3 FY2025
the diluted share count is expected to be approximately 1.66 billion shares.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:11 UTC13%new
non-GAAP effective tax rate to be 13%,
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:11 UTC56%maintained
We expect third quarter non-GAAP gross margin to be approximately 56%,
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-04 20:16:46 UTC56%new
Non-GAAP gross margin is expected to be approximately 56%.
AMD · EX-99.1 · Q2 FY2026
2026-08-04 20:16:24 UTCOpen source
2026-08-05 04:01:11 UTC$3.6Bnew
non-GAAP operating expenses to be approximately $3.65 billion,
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:11 UTC$55Mnew
We expect third quarter non-GAAP gross margin to be approximately 56%, non-GAAP operating expenses to be approximately $3.65 billion, non-GAAP other income and expense to be again of approximately $55 million, non-GAAP effective tax rate to be 13%, and the diluted share count is expected to be approximately 1.66 billion shares.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:11 UTC$13Bmaintained40.6% vs Q3 FY2025
We expect revenue to be approximately $13 billion ±$300 million.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-04 20:16:46 UTC$13Bnew40.6% vs Q3 FY2025
For the third quarter of 2026, AMD expects revenue to be approximately $13 billion, plus or minus $300 million. The mid-point of the revenue range represents year-over-year growth of approximately 41% and a sequential increase of approximately 13%.
AMD · EX-99.1 · Q2 FY2026
2026-08-04 20:16:24 UTCOpen source
AMDADVANCED MICRO DEVICES INCFY2026 · ends 2026-12-26
1 metricearnings call · 2026-08-05 04:01:11 UTC
2026-08-05 04:01:11 UTCgrowth in 2026 on a year-over-year basis
Our view is, we see the growth in 2026 on a year-over-year basis, certainly there.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-05-06 04:01:38 UTCcontinue to grow on a year-over-year basisnew
So we believe that we will, you know, continue to grow on a year-over-year basis for the client business compared to last year.
AMD · transcript · Q1 FY2026
2026-05-06 04:00:00 UTCOpen source
AMDADVANCED MICRO DEVICES INCFY2027 · ends 2027-12-25
2 metrics2 newearnings call · 2026-08-05 04:01:11 UTC
2026-08-05 04:01:11 UTCat least 100%new100% vs FY2026
Taken together, we now expect data center segment revenue to more than double year-over-year in 2027.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-08-05 04:01:11 UTCat least 70%new70% vs FY2026
and more than 70% for the full year 2027 off a much higher base.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
AMDADVANCED MICRO DEVICES INCH4 FY2026 · ends 2026-12-26
1 metric1 newearnings call · 2026-08-05 04:01:11 UTC
2026-08-05 04:01:11 UTCat least 80%new80% vs Q4 FY2025
we now expect server revenue to grow more than 80% year-over-year in the second half of 2026
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
AMDADVANCED MICRO DEVICES INCFY2030+ · ends 2030-12-21
2 metricsearnings call · 2026-08-05 04:01:11 UTC
2026-08-05 04:01:11 UTC$220B
We expect the server CPU market to grow more than 50% annually to approximately $220 billion by 2030.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-05-06 04:01:38 UTCat least $120Bnew
Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030.
AMD · transcript · Q1 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-08-05 04:01:11 UTCat least 50%
We expect the server CPU market to grow more than 50% annually to approximately $220 billion by 2030.
AMD · transcript · Q2 FY2026
2026-08-05 04:00:00 UTCOpen source
2026-05-06 04:01:38 UTCat least 35%new
Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030.
AMD · transcript · Q1 FY2026
2026-05-06 04:00:00 UTCOpen source
AMDADVANCED MICRO DEVICES INCQ2 FY2026 · ends 2026-06-27
3 metrics2 new1 maintainedearnings call · 2026-05-06 04:01:38 UTC
2026-05-06 04:01:38 UTC1.7Bnew1.8% vs Q2 FY2025
Non-GAAP effective tax rate to be 13%, and the diluted share count is expected to be approximately 1.66 billion shares.
AMD · transcript · Q1 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-06 04:01:38 UTC13%new
Non-GAAP effective tax rate to be 13%, and the diluted share count is expected to be approximately 1.66 billion shares.
AMD · transcript · Q1 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-06 04:01:38 UTC56%maintained
In addition, we expect second quarter non-GAAP gross margin to be approximately 56%.
AMD · transcript · Q1 FY2026
2026-05-06 04:00:00 UTCOpen source
2026-05-05 20:16:28 UTC56%new
Non-GAAP gross margin is expected to be approximately 56%.
AMD · EX-99.1 · Q1 FY2026
2026-05-05 20:16:06 UTCOpen source