Form 8-K · Current report
Advanced Micro Devices 8-K, filed Nov 3, 2026
- Filed
- CIK
- 0000002488
- Accession no.
- 0000002488-26-000188
Summary
AMD reported third-quarter 2026 revenue of $13.4 billion, up 45% year over year, with Data Center segment revenue up 97% to $8.5 billion, and guided fourth-quarter revenue to about $17 billion, roughly 66% year-over-year growth. AMD also said it agreed to acquire World Labs and Taalas, and that Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running workloads on its first Helios rack-scale systems.
Key points
- Q3 2026 GAAP net income was $2.4 billion and diluted EPS $1.46; non-GAAP diluted EPS was $2.09, up 74% year over year.
- Data Center segment revenue was a record $8.5 billion, up 97% year over year, driven by EPYC processors and the launch of Instinct MI450 Series GPUs.
- Client and Gaming segment revenue was $3.7 billion, down 8% year over year, with Gaming down 40% on lower semi-custom and graphics revenue.
- Fourth-quarter 2026 revenue guidance is approximately $17 billion, plus or minus 3%, with non-GAAP gross margin expected at about 55%.
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 November 3, 2026, Advanced Micro Devices, Inc. ("AMD") announced its financial results for its third quarter of 2026 ended September 26, 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 third 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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