AMD · 8-K · 20260804PR000121
Guidance and Outlook
ADVANCED MICRO DEVICES INC · 2026-08-04 · Importance 95 · Surprise 92 · Contradicted
AMD expects third-quarter 2026 revenue of approximately $13 billion, with a range of plus or minus $300 million. The midpoint implies approximately 41% year-over-year growth and a 13% sequential increase. AMD expects third-quarter non-GAAP gross margin of approximately 56%. Management also expects Data Center sales to accelerate in the second half of 2026, supporting stronger overall revenue growth and continued earnings expansion.
Key facts
- For the third quarter of 2026, AMD expects revenue to be approximately $13 billion, plus or minus $300 million. source
- AMD stated the mid-point of the Q3'26 revenue range represents year-over-year growth of approximately 41% and a sequential increase of approximately 13%. source
- AMD expects non-GAAP gross margin for Q3'26 to be approximately 56%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +31.9% | For the third quarter of 2026, AMD expects revenue to be approximately $13 billion, plus or minus $300 million. |
| margin | unclear | committed | — | AMD expects non-GAAP gross margin for Q3'26 to be approximately 56%. |