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

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+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…
revenuenegativerealized-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…