Advanced Micro Devices $AMDB reported Strong Q3 2026 Earnings
Revenue: $13.38 B vs. $13.09 B expected, up 44.7% YoY ✅
Adj. EPS: $2.09 vs. $1.94 expected, up 74.2% YoY ✅
Data Center segment sales nearly doubled (+97% YoY) to $8.55 billion, expanding segment operating margins from 25% to 34%.
The Embedded segment grew 29% YoY to $1.11 billion with 41% operating margin, driven by broad-based demand across aerospace/defense, industrial, and automotive applications.
Management confirmed AMD is on pace to secure over $18 billion in design wins for 2026, a third consecutive annual record.
Management issued an extremely bullish forward outlook, projecting company-wide revenue growth of >80% in 2027, with Data Center expected to generate >80% of total company revenue.
Demand currently exceeds capacity across leading-edge nodes, showing that AMD's multi-year revenue growth is supply-constrained rather than demand-constrained.
#EarningsSeason
Revenue: $13.38 B vs. $13.09 B expected, up 44.7% YoY ✅
Adj. EPS: $2.09 vs. $1.94 expected, up 74.2% YoY ✅
Data Center segment sales nearly doubled (+97% YoY) to $8.55 billion, expanding segment operating margins from 25% to 34%.
The Embedded segment grew 29% YoY to $1.11 billion with 41% operating margin, driven by broad-based demand across aerospace/defense, industrial, and automotive applications.
Management confirmed AMD is on pace to secure over $18 billion in design wins for 2026, a third consecutive annual record.
Management issued an extremely bullish forward outlook, projecting company-wide revenue growth of >80% in 2027, with Data Center expected to generate >80% of total company revenue.
Demand currently exceeds capacity across leading-edge nodes, showing that AMD's multi-year revenue growth is supply-constrained rather than demand-constrained.
#EarningsSeason
