Spotlight
UpdateLive NewsAI & Technology

AMD Q3: rev. $13.38B, +45% y/y

New Street Desk · · Data as of

New Street Spotlight card: AMD Q3: rev. $13.38B, +45% y/y. Quarter ended Sept. 26, 2026. Revenue of $13.38B was above AMD's $12.7B-$13.3B guide, vs. $13.1B FactSet est. Table of AMD Q3 2026 revenue by segment, year-over-year change computed: Data Center $8,546M, +97% y/y from $4,341M; Client $2,949M, +7% y/y from $2,750M; Gaming $773M, -40% y/y from $1,298M; Embedded $1,109M, +29% y/y from $857M; Total $13,377M, +45% y/y from $9,246M. Non-GAAP EPS $2.09 vs. $1.20 a year ago; GAAP EPS $1.46 vs. $0.75. Q3 non-GAAP gross margin 56% vs. AMD's guide of approximately 56%. New Street View: Data Center is 64% of revenue; whether it keeps outgrowing the rest of AMD is the open question. Sources: AMD Q3 and Q2 Form 8-Ks; FactSet via MarketWatch.

Quarter ended Sept. 26, 2026. Revenue of $13.38B was above AMD’s $12.7B-$13.3B guide, vs. $13.1B FactSet est.[1][2][3][4]

Non-GAAP EPS $2.09 vs. $1.20 a year ago; GAAP EPS $1.46 vs. $0.75.[1][2]

Q3 non-GAAP gross margin 56% vs. AMD’s guide of approximately 56%.[1][2][4]

New Street View: Data Center is 64% of revenue; whether it keeps outgrowing the rest of AMD is the open question.[1][2]

Sources

  1. AMD Investor Relations, AMD Reports Third Quarter 2026 Financial Results
  2. AMD (SEC EDGAR), Form 8-K, Exhibit 99.1: Q3 2026 financial results
  3. MarketWatch (FactSet data), The key estimates heading into AMD's earnings report
  4. AMD (SEC EDGAR), Form 8-K, Exhibit 99.1: Q2 2026 financial results (Q3 outlook)

How to cite: New Street Desk, "AMD Q3: rev. $13.38B, +45% y/y," New Street, Nov. 3, 2026, https://newstreet.xyz/spotlight/2026-11-03-1618-amd-q3-rev-13-38b-45/.