Latest Earnings Results: Q3 '26
Estimated EPS
$1.95
Reported EPS
$2.09
Surprise
+7.25%
Estimated Rev
$13.1B
Reported Rev
$13.38B
Surprise
+2.13%
• Reported GAAP EPS of $2.09 up 74.17% YoY • Reported revenue of $13.38B up 44.68% YoY • AMD expects fourth-quarter 2026 revenue of approximately $17B, plus or minus 3%, and non-GAAP gross margin of approximately 55%; the mid-point revenue range represents year-over-year growth of approximately 66%.
Bullish Takeaway
AMDs Data Center revenue reached a record on 97% year-over-year growth, listed customers are running workloads on Helios systems, and Embedded revenue increased 29% across named end markets.
Bearish Takeaway
AMD reported lower Client and Gaming revenue, including Gaming declines; free cash flow and its margin were below Q3'25, while disclosed risks include competition, industry cyclicality, export regulations, and customer loss.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $2.77 | -- | -- | N/A |
Q3 '26 | $1.95 | $2.09 | 7.25% | BEAT |
Q2 '26 | $1.62 | $1.66 | 2.71% | BEAT |
Q1 '26 | $1.29 | $1.37 | 6.24% | BEAT |
Q4 '25 | $1.32 | $1.53 | 16.03% | BEAT |