Form 8-K · Current report
Advanced Micro Devices 8-K, filed Aug 4, 2026
- Filed
- CIK
- 0000002488
- Accession no.
- 0000002488-26-000121
Summary
Advanced Micro Devices reported second-quarter 2026 revenue of $11.5 billion, up 50% year over year, with Data Center revenue more than doubling and non-GAAP diluted earnings per share of $1.66, and guided third-quarter revenue to approximately $13 billion. CEO Lisa Su said EPYC demand is accelerating, Instinct deployments are scaling, and Helios is beginning to ramp.
Key points
- AMD reported Q2 2026 revenue of $11.5 billion, up 50% year over year, GAAP net income of $2.3 billion, and GAAP diluted earnings per share of $1.38.
- Data Center segment revenue was $6.7 billion, up 107% year over year, representing 58% of company revenue.
- AMD expects Q3 2026 revenue of approximately $13 billion, plus or minus $300 million, and non-GAAP gross margin of approximately 56%.
- AMD announced a partnership with Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios racks, expanded its Microsoft Azure collaboration, and acquired MEXT.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
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. …
An excerpt of the text as filed with the SEC, cut for length.
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