AMD · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

ADVANCED MICRO DEVICES INC · 2026-08-05 · Importance 64 · Surprise 56 · No source text

Net revenue increased 50% year over year to $11.5 billion in the second quarter of fiscal 2026, driven by Data Center, Client and Gaming, and Embedded growth. Data Center revenue rose 107% to $6.7 billion in the quarter and 81% to $12.5 billion for the six-month period, led by AMD EPYC processors and Instinct MI350 Series GPUs. Client and Gaming revenue increased 6% to $3.8 billion in the quarter and 13% to $7.4 billion for six months, while Embedded revenue increased 19% to $977 million in the quarter and 12% to $1.9 billion for six months. International sales represented 70% of quarterly revenue and 72% of six-month revenue, compared with 71% and 69%, respectively, in the prior-year periods.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+58.1%Net revenue for the six months ended June 27, 2026 was $21.8 billion compared to $15.1 billion for the prior year period.
revenuepositiverealized+33.4%Net revenue for the three months ended June 27, 2026 was $11.5 billion, a 50% increase compared to the prior year period.