ADVANCED MICRO DEVICES INC (AMD)
Track the next or latest earnings date for ADVANCED MICRO DEVICES INC, review consensus estimates, and see cached AI analysis for recent quarterly results.
Recent earnings news
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Upcoming earnings date
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Fiscal quarter: 2026-03-31
EPS estimate: $1.03
Revenue estimate: N/A
Market cap: $331.66B
AI earnings summary
AMD provided Q1 2026 guidance of $9.8 billion revenue (plus or minus $300 million) versus consensus expectations of $9.38 billion. Management highlighted strong momentum with accelerating adoption of EPYC and Ryzen CPUs and rapid scaling of data center AI franchise, with MI450 chip ramp scheduled for second half of 2026.
Sentiment and reaction
Sentiment score: +70.00%
Post-earnings price reaction: -17.00%
EPS
Estimate: $1.11
Actual: $1.53
Surprise: +37.84%
Revenue
Estimate: $9.67B
Actual: $10.27B
Surprise: +6.20%
Financial highlights
• Operating income: $2.9 billion non-GAAP ($1.8 billion GAAP), with operating margin of 28% non-GAAP (17% GAAP) • Net income: $2.5 billion non-GAAP ($1.5 billion GAAP), up 42% year-over-year non-GAAP • Free cash flow: $2.1 billion for Q4 • Data Center segment: Record $5.4 billion revenue (+39% YoY), driven by EPYC processors and Instinct GPU ramp • Client and Gaming: $3.9 billion (+37% YoY), with Client at record $3.1 billion (+34% YoY) • Embedded segment: $950 million (+3% YoY) • Full year 2025: Record $34.6 billion revenue (+34% YoY), non-GAAP EPS $4.17 (+26% YoY) • Q4 benefited from ~$360 million inventory reserve reversal and $390 million China MI308 sales
Recent earnings history
Browse the calendar week| Date | Quarter | Report window | EPS est. | Revenue est. |
|---|---|---|---|---|
| May 05, 2026 | 2026-03-31 | Time not specified | $1.03 | N/A |
| Feb 03, 2026 | 2025-12-31 | Time not specified | $1.11 | N/A |