8-K · SEC filing
SEC EDGAR · 4 Aug 2026, 16:16 · America/New_York · Original language: English
SEC earnings disclosure excerpts. Accession 0000002488-26-000121; 8-K; filing published 2026-08-04T20:16:24.000Z.
Company-reported statements, not independently verified facts. Opinions and guidance remain attributed to the company and may be forward-looking. Selected beginning paragraphs only, not full documents; tables, later explanations and risk disclosures may be omitted. Preserve original event dates and reporting periods; collection time is not event time.
8-K | https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/amd-20260804.htm
Item 2.02 Results of Operations and Financial Condition.
On August 4, 2026, Advanced Micro Devices, Inc. ("AMD") announced its financial results for its second quarter of 2026 ended June 27, 2026 in a press release that is attached hereto as Exhibit 99.1. Attached hereto as Exhibit 99.2 is a presentation regarding AMD's second quarter of 2026.
The attached Exhibits 99.1 and 99.2, in addition to financial results presented on a U.S. Generally Accepted Accounting Principles (“GAAP”) basis, contains certain non-GAAP financial information and forward-looking financial guidance. Certain of these non-GAAP financial measures will be used in AMD’s earnings conference call. A reconciliation of these non-GAAP financial measures to their nearest GAAP equivalents is provided in the data tables at the end of the attached Exhibits 99.1 and 99.2. These non-GAAP financial measures should be viewed in addition to and not as a substitute for or superior to AMD’s reported results prepared in accordance with GAAP.
[Selected 3 of 4 prose paragraphs; 1 omitted. Tables excluded.]
EX-99.1 | https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/q22026991.htm
EX-99.1 2 q22026991.htm EX-99.1 Document
NEWS RELEASE
Contact
Carolyn Guss
AMD Communications
corporate.pressinquiry@amd.com
Liz Stine
AMD Investor Relations
investor.relations@amd.com
AMD Reports Second Quarter 2026 Financial Results
SANTA CLARA, Calif. ― August 4, 2026 ― AMD (NASDAQ:AMD) today announced financial results for the second quarter of 2026. 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.
“We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year,” said Dr. Lisa Su, AMD chair and CEO. “We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.”
“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. “We expect Data Center sales to accelerate in the second half of 2026, driving stronger overall revenue growth and continued earnings expansion.”
GAAP Quarterly Financial Results
(1) Q2’25 results included $800 million in inventory and related charges due to the U.S. Government's export control on AMD Instinct™ MI308 data center GPU products
Non-GAAP(*) Quarterly Financial Results
(2) Q2’25 results included $800 million in inventory and related charges due to the U.S. Government's export control on AMD Instinct™ MI308 data center GPU products
Segment Summary
•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.
[Selected 19 of 66 prose paragraphs; 47 omitted. Tables excluded.]
EX-99.2 | https://www.sec.gov/Archives/edgar/data/2488/000000248826000121/amdq22026earningsslidesf.htm
EX-99.2 3 amdq22026earningsslidesf.htm EX-99.2 amdq22026earningsslidesf
AMD Financial Results Second Quarter 2026 August 4, 2026
[Selected 2 of 28 prose paragraphs; 26 omitted. Tables excluded.]
Exhibit scope: EX-99.1 and EX-99.2 only; found 2 of these exhibits in the filing index.
Original language ↗10-Q · SEC filing
SEC EDGAR · 4 Aug 2026, 17:40 · America/New_York · Original language: English
SEC filing fiscal focus (extractor v1): Q2 FY2026; CIK 0000002488; accession 0000002488-26-000123; context c-1; context period end 2026-06-27. Explicit dei:DocumentFiscalYearFocus=2026; dei:DocumentFiscalPeriodFocus=Q2; dei:EntityCentralIndexKey=0000002488; dei:DocumentType=10-Q. This labels the filing, not every comparative or cumulative fact. Source: https://www.sec.gov/Archives/edgar/data/2488/000000248826000123/amd-20260627.htm; SHA-256 08ce0bba5864e704f713c1f9dd0d9f8af160417e34bb8bc4ca673a2811e06c79.
SEC structured financial facts. Accession 0000002488-26-000123; form 10-Q. Source: https://data.sec.gov/api/xbrl/companyfacts/CIK0000002488.json
Selected reported facts only, not the full filing or management commentary. Each period is explicit; comparative and cumulative periods may coexist. Do not add periods, treat cumulative values as quarterly, merge different revenue tags, infer growth or causes, or treat collection time as the event date.
us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; value 15123000000; unit USD; period 2024-12-29 through 2025-06-28; filed 2026-08-05.
us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; value 7685000000; unit USD; period 2025-03-30 through 2025-06-28; filed 2026-08-05.
us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; value 21789000000; unit USD; period 2025-12-28 through 2026-06-27; filed 2026-08-05.
us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; value 11536000000; unit USD; period 2026-03-29 through 2026-06-27; filed 2026-08-05.
us-gaap:NetIncomeLoss; value 1581000000; unit USD; period 2024-12-29 through 2025-06-28; filed 2026-08-05.
us-gaap:NetIncomeLoss; value 872000000; unit USD; period 2025-03-30 through 2025-06-28; filed 2026-08-05.
us-gaap:NetIncomeLoss; value 3680000000; unit USD; period 2025-12-28 through 2026-06-27; filed 2026-08-05.
us-gaap:NetIncomeLoss; value 2297000000; unit USD; period 2026-03-29 through 2026-06-27; filed 2026-08-05.
us-gaap:EarningsPerShareDiluted; value 0.97; unit USD/shares; period 2024-12-29 through 2025-06-28; filed 2026-08-05.
us-gaap:EarningsPerShareDiluted; value 0.54; unit USD/shares; period 2025-03-30 through 2025-06-28; filed 2026-08-05.
us-gaap:EarningsPerShareDiluted; value 2.22; unit USD/shares; period 2025-12-28 through 2026-06-27; filed 2026-08-05.
us-gaap:EarningsPerShareDiluted; value 1.38; unit USD/shares; period 2026-03-29 through 2026-06-27; filed 2026-08-05.
us-gaap:OperatingIncomeLoss; value 672000000; unit USD; period 2024-12-29 through 2025-06-28; filed 2026-08-05.
us-gaap:OperatingIncomeLoss; value -134000000; unit USD; period 2025-03-30 through 2025-06-28; filed 2026-08-05.
us-gaap:OperatingIncomeLoss; value 3466000000; unit USD; period 2025-12-28 through 2026-06-27; filed 2026-08-05.
us-gaap:OperatingIncomeLoss; value 1990000000; unit USD; period 2026-03-29 through 2026-06-27; filed 2026-08-05.
Omitted records: 0; invalid or conflicting records excluded: 0.
Original language ↗