AMD · 10-Q · 2026Q2 · Full report
Client and Gaming Performance
ADVANCED MICRO DEVICES INC · 2026-08-05 · Importance 31 · Surprise 32 · From source text
Client and Gaming revenue increased 6% year over year to $3.8 billion in the second quarter and 13% to $7.4 billion for the first six months. Client revenue rose 23% to $3.1 billion in the quarter and 24% to $5.9 billion for six months, driven by unit shipment increases of 34% and 29%, respectively, primarily from Ryzen mobile processors. Client average selling prices declined 6% in the quarter and 3% for six months because of mix shifts including lower Ryzen desktop processor sales. Gaming revenue declined 31% to $779 million in the quarter and 15% to $1.5 billion for six months because of lower semi-custom revenue, partly offset by higher Radeon GPU sales.
Key facts
- Client net revenue of $5.9 billion for the six months ended June 27, 2026 increased by 24% compared to net revenue of $4.8 billion for the prior year period. source
- Gaming net revenue of $779 million for the three months ended June 27, 2026 decreased by 31% compared to net revenue of $1.1 billion for the prior year period. source
- Client unit shipments increased 34% in the three months and 29% in the six months compared to the prior year periods. source
- Client net revenue of $3.1 billion for the three months ended June 27, 2026 increased by 23% compared to net revenue of $2.5 billion for the prior year period. source
- Client and Gaming net revenue of $3.8 billion for the three months ended June 27, 2026 increased by 6%, compared to net revenue of $3.6 billion for the prior year period. source
- Average selling price of client processors decreased 6% in the three months and 3% in the six months compared to the prior year periods. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +9.5% | Client net revenue of $5.9 billion for the six months ended June 27, 2026 increased by 24% compared to net revenue of $4.8 billion for the… |
| revenue | negative | realized | -2.8% | Gaming net revenue of $779 million for the three months ended June 27, 2026 decreased by 31% compared to net revenue of $1.1 billion for… |