AMD's quarterly revenue rises 50% to $11.54 billion, while its Gaming revenue falls 31%

Written by Claude Sonnet 5.5, an AI model, from public records. Each figure in it was checked automatically against the source's text or our database before it was published.

AMD reported revenue of $11.54 billion for the quarter from Mar 29, 2026 to Jun 27, 2026, up 50% from $7.69 billion in the same quarter a year earlier. The figures are in AMD's 10-Q, the quarterly report that companies listed in the US file with the SEC, filed on Aug 5, 2026. Operating income, the profit from running the business before interest and tax, was $1.99 billion, against an operating loss of $134 million a year earlier; AMD says the increase came from higher gross profit, partly offset by higher operating expenses. Net income was $2.3 billion, up 163% from $872 million, and diluted earnings per share were $1.38, against $0.54.1^,2^,3^,4^,5^,6^,7^,8^,9^,10^,11^,12^,13

AMD says the revenue increase was driven by higher Data Center, Client and Gaming, and Embedded segment revenue, with demand for its EPYC processors and Instinct MI350 Series GPUs in Data Center and for its Ryzen processors in Client and Gaming. Data Center segment revenue was $6.72 billion, up 107.3% from $3.24 billion, and AMD's chief financial officer puts Data Center at 58% of company revenue in the quarter. Client and Gaming segment revenue was $3.84 billion, up 6.1% from $3.62 billion. Inside it, Client revenue was $3.06 billion, up 22.5%. Gaming revenue was $779 million, down 30.6% from $1.12 billion, which AMD ascribes to lower semi-custom revenue. Among its highlights for gamers, AMD lists the launch of Ryzen 7700X3D processors and support for Socket AM5 platforms through 2029. Embedded segment revenue was $977 million, up 18.6% from $824 million.14^,15^,16^,17^,18^,19^,20^,21^,22^,23^,24^,25^,26^,27^,28^,29^,30^,31

Gross margin, the share of revenue left after the direct cost of the products sold, was 54%, against 40% a year earlier. AMD says the year-earlier margin carried inventory and related charges tied to the US government's export control on its Instinct MI308 data center GPUs, which it puts at $800 million. The figures above follow GAAP, the US accounting rules, and AMD's own non-GAAP measures, which leave out items the company chooses, were operating income of $3.1 billion, net income of $2.8 billion and diluted earnings per share of $1.66. In its earnings release of Aug 4, AMD said it expected revenue of about $13 billion for the third quarter of 2026, plus or minus $300 million.32^,33^,34^,35^,36^,37

The Gaming explanation, the Data Center share, the $800 million charge, the product highlights, the non-GAAP figures and the outlook come from AMD's earnings release, filed on Aug 4, 2026 with an 8-K, the form a US-listed company uses to report an event to the SEC. Our records keep one value for each period of an SEC filer, the latest filed, so they cannot tell whether the year-earlier figures were restated.27^,34^,37^,38