AMD · Earnings call · 2026Q3T · Full report
Embedded Segment Performance
ADVANCED MICRO DEVICES INC · 2026-11-03 · Importance 53 · Surprise 48 · No source text
Third-quarter Embedded revenue rose 29% year over year to $1.1 billion and increased 14% sequentially. Growth was led by aerospace and defense, automotive, communications, and industrial customers. Embedded operating income increased to $453 million, or 41% of revenue, from $283 million, or 33%, a year earlier.
Key facts
- AMD Q3 2026 embedded segment operating income was $453 million, or 41% of revenue, compared with $283 million, or 33%, a year earlier.
- AMD remained on track to close more than $18 billion of design wins in 2026, its third consecutive record year.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | realized | +8.0% | AMD Q3 2026 embedded segment operating income was $453 million, or 41% of revenue, compared with $283 million, or 33%, a year earlier. |