AMD · Earnings call · 2026Q2T · Full report

Embedded Segment Performance

ADVANCED MICRO DEVICES INC · 2026-08-04 · Importance 36 · Surprise 40 · In source text

Embedded revenue increased 19% year-over-year and 12% sequentially to $977 million, the segment's strongest growth in more than three years. Demand improved across networking, aerospace and defense, test, measurement and emulation, and communications customers. Embedded segment operating income increased to $386 million, or 40% of revenue, from $275 million, or 33%, a year earlier because of higher revenue and favorable product mix. AMD is tracking toward more than $18 billion of new design wins in 2026, led by networking, data center, communications, test, and aerospace and defense customers.

Key facts

• AMD is tracking towards more than $18 billion of new design wins this year.
• Embedded segment revenue increased 19% year-over-year to $977 million.
• Embedded segment revenue was up 12% sequentially.
• Embedded segment operating income was $386 million or 40% of revenue, compared to $275 million or 33% a year ago.

Impact estimates