AMD · 8-K · 20261103PR000188
Guidance / Outlook
ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 100 · Surprise 100 · No source text
AMD expects Q4 2026 revenue of approximately $17 billion, plus or minus 3%. The midpoint implies year-over-year revenue growth of approximately 66% and a sequential increase of approximately 27%. Non-GAAP gross margin is expected to be approximately 55%, compared with 56% in Q3 2026.
Key facts
- AMD's Q4 2026 revenue outlook midpoint implies approximately 66% year-over-year growth and a 27% sequential increase. source
- AMD's fourth-quarter 2026 revenue outlook is approximately $17 billion, plus or minus 3%. source
- AMD expects Q4 2026 non-GAAP gross margin to be approximately 55%. source
- AMD said it expects growth to accelerate further in Q4 2026 as it scales Helios and “Venice” production. source
- AMD said Q4 2026 revenue and earnings growth would accelerate, driven by strong demand across its Data Center portfolio. source
- AMD's CEO said the company expects to sustain very strong revenue growth and expanding profitability over the coming years. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +26.7% | AMD's fourth-quarter 2026 revenue outlook is approximately $17 billion, plus or minus 3%. |
| margin | negative | committed | -0.8% | AMD expects Q4 2026 non-GAAP gross margin to be approximately 55%. |