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AI brief of an SEC Form 8-K · Advanced Micro Devices (AMD)

AMD Q2 revenue rises 50% to record $11.5 billion; Q3 revenue outlook about $13 billion

Positive Impact 4 of 5 earnings Written later

AMD reported second-quarter 2026 results on August 4, 2026, with revenue of $11.5 billion, up 50% from a year earlier, and GAAP diluted earnings per share of $1.38, compared with $0.54 a year earlier. The company expects third-quarter 2026 revenue of about $13 billion, plus or minus $300 million, which the filing says implies year-over-year growth of about 41% at the midpoint.

Key points

  • Q2 2026 revenue $11.5 billion, up 50% year-over-year; GAAP net income $2.3 billion versus $872 million a year earlier
  • Non-GAAP diluted EPS $1.66 versus $0.48 in Q2 2025; Q2 2025 included $800 million in export-control related inventory charges
  • Data Center segment revenue $6.7 billion, up 107% year-over-year; Gaming revenue $779 million, down 31%
  • Q3 2026 outlook: revenue about $13 billion (plus or minus $300 million) and non-GAAP gross margin about 56%

The filing

CompanyAdvanced Micro Devices (AMD)
Form8-K, current report
Filed with the SECAug 4, 2026, 4:16 PM ET
Accession number0000002488-26-000121

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

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 August 04, 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.