AMD · News · 20261104N
Guidance / Outlook
ADVANCED MICRO DEVICES INC · 2026-11-04 · Importance 90 · Surprise 84 · No source text
AMD forecast fourth-quarter 2026 revenue of approximately $17 billion, plus or minus 3%, implying roughly 27% sequential growth from the third quarter. CEO Lisa Su said AMD expected company revenue to grow more than 80% in 2027. Su also said the data center CPU business was expected to approximately double in 2027, while the data center AI business was expected to grow significantly more than double.
Key facts
- AMD forecasts fourth-quarter revenue of approximately $17 billion, plus or minus 3%, implying roughly 27% sequential growth. source
- AMD CEO Lisa Su said the company expects revenue growth of greater than 80% in 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +26.5% | AMD forecasts fourth-quarter revenue of approximately $17 billion, plus or minus 3%, implying roughly 27% sequential growth. |
| revenue | positive | committed | — | AMD CEO Lisa Su said the company expects revenue growth of greater than 80% in 2027. |