AMD · Earnings call · 2026Q3T · Full report

Client and Gaming Performance

ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 64 · Surprise 56

Third-quarter Client and Gaming revenue declined 8% year over year to $3.7 billion, and segment operating income fell to $573 million from $867 million. Client revenue increased 7% to $2.9 billion on Ryzen mobile demand, but declined 4% sequentially as higher memory costs weighed on PC unit demand. Gaming revenue decreased 40% year over year to $773 million, primarily because of lower semi-custom sales and graphics demand.

Key facts

• AMD expected Q3 2026 client and gaming segment revenue to decrease 8% year-over-year to $3.7 billion.
• AMD Q3 2026 client and gaming segment operating income was $573 million, or 15% of revenue, compared with $867 million, or 21%, a year earlier.
• Eight of the 10 largest banks worldwide and seven of the 10 largest healthcare and automotive companies used AMD Ryzen PRO PCs.
• AMD said Radeon AI Pro revenue grew significantly from Q2 to Q3 2026 as more developers selected AMD to run and fine-tune models locally.