AMD · Earnings call · 2026Q3T · Full report
Revenue Performance and Mix
ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 64 · Surprise 56 · No source text
Third-quarter 2026 revenue rose 45% year over year to a record $13.4 billion and increased 16% sequentially. Data center revenue grew 97% year over year to $8.5 billion, while Client and Gaming revenue fell 8% to $3.7 billion and Embedded revenue grew 29% to $1.1 billion. Data center contributed 64% of revenue, up from 47% a year earlier and 58% in the prior quarter.
Key facts
- AMD Q3 2026 operating income grew 75% year-over-year to a record $3.9 billion, and operating margin was 29%, expanding more than 5 percentage points year-over-year.
- AMD Q3 2026 revenue increased 45% year-over-year to $13.4 billion, and EPS increased 74% to $2.09.
- AMD’s data center segment accounted for 64% of Q3 2026 total revenue, up from 47% one year earlier.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +36.0% | AMD Q3 2026 revenue increased 45% year-over-year to $13.4 billion, and EPS increased 74% to $2.09. |
| operating_income | positive | realized | +14.5% | AMD Q3 2026 operating income grew 75% year-over-year to a record $3.9 billion, and operating margin was 29%, expanding more than 5… |
| margin | positive | realized | — | AMD Q3 2026 operating income grew 75% year-over-year to a record $3.9 billion, and operating margin was 29%, expanding more than 5… |