AMD · News · 20260805N
Guidance / Outlook
ADVANCED MICRO DEVICES INC · 2026-08-05 · Importance 100 · Surprise 100 · In source text
AMD guided third-quarter 2026 revenue to approximately $13 billion, above the midpoint of Wall Street consensus. The company expects third-quarter gross margin of about 56%, broadly flat with second-quarter non-GAAP gross margin. Management projected server CPU revenue growth above 80% year over year in the second half of 2026 and above 70% in 2027. Data Center revenue is expected to more than double in 2027 as Helios and next-generation Instinct products ramp.
Key facts
- AMD said server CPU revenue is projected to grow over 80% year-over-year in H2 2026 and over 70% for 2027. source
- Management projected Data Center sales to more than double in 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | AMD said server CPU revenue is projected to grow over 80% year-over-year in H2 2026 and over 70% for 2027. |
| revenue | positive | probable | — | AMD said server CPU revenue is projected to grow over 80% year-over-year in H2 2026 and over 70% for 2027. |
| revenue | positive | probable | — | Management projected Data Center sales to more than double in 2027. |