Advanced Micro Devices Inc. (AMD) Q1 2026 (USD): Adj. EPS 1.37 (exp. 1.28), Revenue 10.3bln (exp. 9.88bln), Q2 revenue view 11.2bln (exp. 10.5bln)

AMD's strong Q1 2026 results, beating expectations on both adjusted EPS and revenue, signals robust demand across its segments, particularly in Data Center and Client markets.

Newsquawk StaffPublished 5 May 2026, 20:35 UTCOn the live feed at 20:15 UTC — 6 more headlines followed before this page went public

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Advanced Micro Devices Inc. (AMD) Q1 2026 (USD): Adj. EPS 1.37 (exp. 1.28), Revenue 10.3bln (exp. 9.88bln), Q2 revenue view 11.2bln (exp. 10.5bln)

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Segment Summary

Data Center segment revenue was USD 5.8bln, up 57% year-over-year, driven by strong demand for AMD EPYC™ processors and the continued ramp of AMD Instinct™ GPU shipments.
Client and Gaming segment revenue was USD 3.6bln, up 23% year-over-year.
Client business revenue was USD 2.9bln, up 26% year-over-year, primarily driven by strong demand for leadership AMD Ryzen™ processors and continued market share gains.
Gaming business revenue was USD 720mln, up 11% year-over-year, driven by solid demand for AMD Radeon™ GPUs partially offset by lower semi-custom revenue.
Embedded segment revenue was USD 873mln, up 6% year-over-year, as demand strengthened across several end markets.

Q2 Outlook

Non-GAAP gross margin is expected to be approximately 56%.

Context

The positive outlook for Q2, with revenue expectations also surpassing estimates, may bolster confidence in AMD's growth trajectory and market positioning, which could influence sentiment in the semiconductor sector more broadly.

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