§ Companies / AMD / Earnings

AMD earnings

Advanced Micro Devices — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report August 04, 2026 consensus EPS 1.60

§ Recent prints / EPS vs consensus

Reported	EPS	Consensus	Surprise
May 05, 2026	1.37	1.29	+6.2%
Feb 03, 2026	1.53	1.32	+15.9%
Nov 04, 2025	1.20	1.17	+2.6%
Aug 05, 2025	0.48	0.48	+0.3%

§ Research / every print, covered

Advanced Micro Devices Surpasses Estimates, Signals Strong AI Demand

AI Infrastructure Desk · RegardingSemi Engine · May 05, 2026

Advanced Micro Devices AMD reported Q1 FY2026 earnings that exceeded street estimates, with revenue of $10.25 billion and EPS of $1.37, representing a 38% year-over-year revenue increase and a 43% year-over-year EPS growth. The company's guidance for Q2 FY2026 indicates continued momentum, driven by strong demand in the Data Center segment and the expanding market opportunity in AI.

read the full report →

§ Latest call — key points

Sees Q2 non-GAAP gross margin about 56 percent.
Sees Q2 non-GAAP operating expenses about $3.3 billion.
Sees Q2 non-GAAP other income and expense about $60 million.

the fully annotated calls →

§ Earnings calls on file / full text, model-annotated

2026 Q2 — May 5, 2026 2026 Q1 — Feb 3, 2026 2025 Q4 — Nov 4, 2025 2025 Q3 — Aug 5, 2025 2025 Q2 — May 6, 2025 2025 Q1 — Feb 4, 2025 2024 Q4 — Oct 29, 2024 2024 Q3 — Jul 30, 2024

§ Go deeper on AMD

Everything on AMD → Who owns it (13F) → Insider tape → All research →