Short answer
Advanced Micro Devices (AMD) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 27, 2026. Quarterly revenue was $11.5B (up 50.1% year over year) with net income of $2.3B.
Q2 2026 key financials · XBRL
- Revenue
- $11.5B
- +50.1% YoY · +12.5% QoQ
- Net income
- $2.3B
- +163.4% YoY · +66.1% QoQ
- Operating margin
- 17.3%
- Gross margin
- 53.8%
- EPS (diluted)
- $1.38
- +160.4% YoY · +64.3% QoQ
Source: XBRL data from the Advanced Micro Devices (AMD) Q2 2026 10-Q on SEC EDGAR. USD.
Advanced Micro Devices Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $11.536B, up 50% YoY from $7.685B
- Gross margin 54% vs 40% YoY; operating income $1.990B vs $134M operating loss
- Best segment Data Center revenue $6.718B, up 107%; worst product line Gaming revenue $779M, down 31%
- Cash and investments $13.1B vs $10.6B; operating cash flow $5.321B; stock repurchases $221M
- Demand strength in EPYC, Instinct MI350 and Ryzen; no updated quantitative guidance disclosed
Risk Factors
- Newly triggered competitive risk: Nvidia’s September 2025 partnership and investment in Intel may increase pricing pressure and restrict AMD opportunities
- Most materially updated operational risk: Helios rack-scale platforms are expected to begin shipping in the second half of fiscal 2026, increasing product-transition complexity
- Regulatory risk: Evolving data-center laws and regulations could delay customer adoption of AMD AI products
- Near-term market risk: Industry-wide memory shortage and rising prices could constrain AI data-center buildouts and reduce demand
- Financial risk: Foreign-currency movements could increase expenses and reduce international sales as most products are priced in U.S. dollars
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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