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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Advanced Micro Devices, Inc. (AMD) is 9/10.
AMD grew revenue 38% year-over-year to $10.3 billion with EPS of $1.37 up 43% as data center AI demand inflected higher driven by agentic AI use cases and strategic partnerships across hyperscalers. EPYC server CPU market share accelerated as the Turin architecture gained traction, while server CPU TAM expanded driven by AI inference workloads requiring more CPU compute alongside GPUs. Management guided Q2 to $11.2 billion reflecting continued acceleration.
Scored from Advanced Micro Devices, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.66B | +24.2% | $0.30 | -26.8% | 50.7% | 11.4% | 6.3% | $1.09B |
| FY2025 Q1 | $7.44B | +35.9% | $0.44 | +486.7% | 50.2% | 10.8% | 9.5% | $727M |
| FY2025 Q2 | $7.68B | +31.7% | $0.54 | +237.5% | 39.8% | -1.7% | 11.3% | $1.73B |
| FY2025 Q3 | $9.25B | +35.6% | $0.76 | +61.7% | 51.7% | 13.7% | 13.4% | $1.90B |
| FY2025 Q4 | $10.27B | +34.1% | $0.92 | +206.7% | 54.3% | 17.1% | 14.7% | $2.38B |
| FY2026 Q1 | $10.25B | +37.8% | $0.84 | +90.9% | 52.8% | 14.4% | 13.5% | $2.57B |
| FY2026 Q2 | $11.54B | +50.1% | $1.38 | +155.6% | 53.8% | 17.3% | 19.9% | $1.56B |