ADVANCED MICRO DEVICES INC
AMDNasdaqGSSemiconductors • Technology
Comprehensive AI Analysis
Strategic AI Analysis for AMD
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Summary
Source-linked company research for AMD
Factor Scorecard
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Latest results at a glance
Insights from the latest company results and reports · filed 4 Aug 2026
Record Revenue and Earnings
Q2 2026 revenue reached a record $11.5 billion, up 50% year-over-year. Non-GAAP diluted EPS was a record $1.66, up 82% year-over-year on a comparable basis, while GAAP diluted EPS was $1.38.
Data Center Segment Growth
The segment's performance was driven by strong demand for AMD EPYC processors and the continued ramp of AMD Instinct GPUs.
Margin Expansion
GAAP gross margin expanded to 54% in Q2 2026 from 40% in Q2 2025, while comparable non-GAAP gross margin reached 56%, up more than 200 basis points year-over-year. Non-GAAP operating income hit a record $3.1 billion.
Client and Gaming Performance
The segment saw strong sales of AMD Ryzen processors and the release of Ryzen AI Halo systems.
Embedded Segment Strength
Embedded segment revenue grew 19% year-over-year to $977 million, with operating income rising 40% to $386 million. Demand strengthened across multiple end markets, supported by the introduction of AMD Ryzen AI Embedded X100 Series processors and Kria AI solutions.
Strategic Partnerships and Products
AMD announced a strategic agreement with Anthropic to deploy up to 2 GW of AMD Instinct GPUs in AMD Helios racks. The company also launched a broad data center portfolio including the AMD Helios rackscale solution, AMD Instinct MI450 Series GPUs, and 6th Gen EPYC CPUs.
Price Chart
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Overview
Quarterly income statement data isn't available for this company.
No Data
No annual financial data available.
Financial Fundamentals
Growth, quality, valuation, cash generation, and balance-sheet strength.
Growth
TTM revenue plus current, long-term, forward, and accelerating top-line trends.
Earnings
Trailing EPS, current EPS growth, long-term compounding, surprise, and forward expectations.
Profitability
TTM margin and return metrics that reflect pricing power and business quality.
Cash Flow
TTM free cash flow, growth, margin, and operating-cash conversion quality.
Valuation
Metrics ranked by issuer type, financial state, and input quality.
Forward P/E
Forward P/E is the primary lens because positive expected earnings make the next operating period directly assessable.
Financial Health
Latest-quarter liquidity and leverage checks plus TTM interest coverage.
Shareholder Signals
Capital returns and dilution checks sourced from statements and insider filings.
Peer Comparison
| Ticker | Price | Mkt Cap | EV/EBITDA | Fwd P/E | Rev Growth | Gross Margin | FCF Yield |
|---|---|---|---|---|---|---|---|
AMDADVANCED MICRO DEVICES INC | $465.58 | $760.0B | 108.2x | 61.5x | +39.5% | 53.2% | 1.1% |
Company Profile
About the Company
Advanced Micro Devices, Inc. operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products. It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers. The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands. It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers. The company was incorporated in 1969 and is headquartered in Santa Clara, California.
Next Earnings Date
Nov 3, 2026
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