AMD Q1 2026 revenue rises 38% to $10.3 billion; Q2 outlook set at $11.2 billion
AMD reported first quarter 2026 revenue of $10.3 billion, up 38% from a year earlier, with GAAP diluted earnings per share of $0.84 versus $0.44 and non-GAAP diluted earnings per share of $1.37 versus $0.96. The company expects second quarter 2026 revenue of about $11.2 billion, plus or minus $300 million, which it says is about 46% year-over-year growth at the midpoint, and a non-GAAP gross margin of about 56%.
Key points
- Q1 2026 revenue was $10.3 billion, up 38% year over year and flat from the fourth quarter of 2025.
- GAAP diluted EPS was $0.84 versus $0.44 a year earlier; non-GAAP diluted EPS was $1.37 versus $0.96.
- Data Center segment revenue was $5.8 billion, up 57% year over year.
- Q2 2026 revenue outlook is about $11.2 billion, plus or minus $300 million, with non-GAAP gross margin of about 56%.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 05, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.