AMD — 2026Q3 財報
公布於 2026-08-04
每股盈餘 $1.66，預期 $1.61 — 優於預期
次一交易日 -7.0%（收盤 2026-08-04 → 2026-08-05）
來源
8-K 文件 ↗綜述
A record quarter driven almost entirely by data center: revenue rose 50% to $11.5 billion with non-GAAP EPS of $1.66, as Data Center revenue doubled (up 107% to $6.7 billion, now 58% of the company) on EPYC and Instinct demand. The marquee announcement was a partnership with Anthropic to deploy up to 2 gigawatts of MI450 GPUs in Helios racks beginning in the first half of 2027, alongside a multiyear collaboration on Instinct and ROCm development using Claude. Management signaled acceleration ahead — Jean Hu guided Q3 to approximately $13 billion (about 41% growth), and Lisa Su expects data center segment revenue to more than double again in 2027 as Helios and the MI400 Series ramp.
法說會
法說會網路直播 ↗評述
引文為原始文件中的英文原文，未經翻譯；其下一行是 TradingPilot 對它的解讀。
來自財報
AMD's August 4, 2026 release reported a record quarter: revenue of $11.5 billion (up 50% year-over-year), non-GAAP EPS of $1.66, and Data Center revenue of $6.7 billion (up 107%, 58% of company revenue), with Q3 guidance of roughly $13 billion implying about 41% year-over-year growth as Helios rack-scale systems and the MI400 Series ramp — anchored by a headline partnership to deploy up to 2 gigawatts of MI450 GPUs with Anthropic.
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“Second quarter revenue was $11.5 billion, gross margin was 54%, operating income was $2.0 billion, net income was $2.3 billion and diluted earnings per share was $1.38. On a non-GAAP(*) basis, gross margin was 56%, operating income was $3.1 billion, net income was $2.8 billion and diluted earnings per share was $1.66.”
Record headline results: revenue of $11.5 billion with GAAP diluted EPS of $1.38; on a non-GAAP basis, gross margin was 56% and diluted EPS was $1.66.
來源 ↗ -
““Revenue increased 50% year-over-year to a record $11.5 billion, driven by continued strength in our Data Center business, which represented 58% of company revenue in the quarter,” said Jean Hu, AMD executive vice president, chief financial officer and treasurer.”
CFO Jean Hu framed the quarter as 50% year-over-year growth to a record $11.5 billion, with the Data Center business now 58% of company revenue and expected to accelerate in the second half.
來源 ↗ -
“Data Center segment revenue was $6.7 billion, up 107% year-over-year, driven by strong demand for AMD EPYC™ processors and AMD Instinct™ GPUs.”
Data Center segment revenue was $6.7 billion, up 107% year-over-year, on demand for EPYC processors and Instinct GPUs.
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“For the third quarter of 2026, AMD expects revenue to be approximately $13 billion, plus or minus $300 million. The mid-point of the revenue range represents year-over-year growth of approximately 41% and a sequential increase of approximately 13%.”
Q3 2026 guidance: revenue of approximately $13 billion, plus or minus $300 million — about 41% year-over-year growth and a roughly 13% sequential increase at the mid-point.
來源 ↗ -
“Announced a strategic partnership with Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios racks and a multiyear collaboration to optimize AMD Instinct GPUs and ROCm software development using Claude.”
The quarter's marquee strategic announcement: a partnership with Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios racks, plus a multiyear collaboration on Instinct GPU and ROCm development using Claude.
來源 ↗
來自法說會
Lisa Su put the quarter's engine in data center — revenue up 107% to a record — announced Anthropic deploying up to 2 gigawatts of MI450 GPUs in Helios beginning 2027, and expects data center segment revenue to more than double in 2027; Jean Hu guided Q3 to approximately $13 billion.
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“Turning to our segments, data center revenue grew 107% year-over-year to a record 6.7 billion, driven by strong demand for EPYC processors and Instinct accelerators.”
CEO Lisa Su said data center revenue grew 107% year over year to a record, on EPYC and Instinct demand.
來源 ↗ -
“Anthropic will deploy up to 2 gigawatts of MI450 series GPUs in Helios, with deployment of the first gigawatt beginning in the first half of 2027.”
Su announced Anthropic will deploy up to 2 gigawatts of MI450 GPUs in Helios, starting in the first half of 2027.
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“Taken together, we now expect data center segment revenue to more than double year-over-year in 2027.”
Su expects data center segment revenue to more than double year over year in 2027.
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“Now turning to our third quarter 2026 outlook. We expect revenue to be approximately $13 billion, plus or minus 300 million.”
CFO Jean Hu guided third-quarter revenue to approximately $13 billion.
來源 ↗
截至 2026-08-10