AMD releases transcript of Q2 2026 earnings webcast

Reuters2026/08/07 17:16

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AMD published the transcript of its Q2 2026 earnings webcast attended by CEO Lisa Su and CFO Jean Hu.
Management reported revenue up 50% to USD 11.5 billion; data center revenue up 107% to USD 6.7 billion, now 58% of total.
Q3 outlook: revenue about USD 13 billion ± USD 300 million; non-GAAP gross margin about 56%; non-GAAP OpEx about USD 3.65 billion.
Helios rack-scale AI platform in production; initial shipments expected late Q3, ramping in Q4 into 2027; demand tracking ahead of forecasts.
2027 view: server CPU revenue growth over 70%, data center segment revenue to more than double, driven by Helios and MI450 deployments.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. AMD - Advanced Micro Devices Inc. published the original content used to generate this news brief on August 07, 2026, and is solely responsible for the information contained therein.

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AMD releases transcript of Q2 2026 earnings webcast

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