AMD said net revenue for the 3-month period ended March 28, 2026 was $10.3 billion, up 38% from the prior-year period. The company cited higher Data Center segment revenue as the main driver, and Data Center revenue rose 57% to $5.8 billion.

10-QQuarterly reportFiled May 6, 2026Period of report Mar 28, 2026Summary published (UTC) Oct 3, 2026

Key points

AI summary

AMD said net revenue for the 3-month period ended March 28, 2026 was $10.3 billion, up 38% from the prior-year period. The company cited higher Data Center segment revenue as the main driver, and Data Center revenue rose 57% to $5.8 billion.
The company said gross margin for the quarter was 53%, up from 50% in the prior-year period. It cited a favorable product mix, including higher Data Center revenue. Operating income was $1.5 billion (prior-year period: $806 million), and net income was $1.4 billion (prior-year period: $709 million).
AMD said cash flow from operating activities of continuing operations was $3.0 billion for the 3-month period ended March 28, 2026. It also said it returned $221 million to shareholders through share repurchases under its Repurchase Program. Cash, cash equivalents and short-term investments were $12.3 billion, up from $10.6 billion as of December 27, 2025.
AMD said it amended its master purchase agreement with Meta Platforms, Inc. in February 2026, and Meta agreed to deploy up to 6 gigawatts of AMD GPUs. The company said it issued Meta a warrant to purchase up to 160 million shares at $0.01 per share. It also said that as of March 28, 2026, none of the warrant shares had vested or become exercisable.

Key figures

Quarter ended March 28, 2026

Revenue: $10.3B
Operating income: $1.5B
Net income: $1.4B
EPS: $0.84
Gross profit: $5.4B
Operating cash flow: $3.0B

From the XBRL financial data filed with the SEC · not processed by AI.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Quarterly Net Revenue Rises to $10.3 billion, Led by Data Center

AMD said net revenue for the 3-month period ended March 28, 2026 was $10.3 billion, up 38% from the prior-year period. The company cited higher Data Center segment revenue as the main driver, and Data Center revenue rose 57% to $5.8 billion.

Source · Based on the MD&A text of the filing

Gross margin of 53%, operating income of $1.5 billion

The company said gross margin for the quarter was 53%, up from 50% in the prior-year period. It cited a favorable product mix, including higher Data Center revenue. Operating income was $1.5 billion (prior-year period: $806 million), and net income was $1.4 billion (prior-year period: $709 million).

Source · Based on the MD&A text of the filing

Quarterly operating cash flow of $3.0 billion, share buybacks of $221 million

AMD said cash flow from operating activities of continuing operations was $3.0 billion for the 3-month period ended March 28, 2026. It also said it returned $221 million to shareholders through share repurchases under its Repurchase Program. Cash, cash equivalents and short-term investments were $12.3 billion, up from $10.6 billion as of December 27, 2025.

Source · Based on the MD&A text of the filing

Meta agreement and warrant terms

AMD said it amended its master purchase agreement with Meta Platforms, Inc. in February 2026, and Meta agreed to deploy up to 6 gigawatts of AMD GPUs. The company said it issued Meta a warrant to purchase up to 160 million shares at $0.01 per share. It also said that as of March 28, 2026, none of the warrant shares had vested or become exercisable.

Source · Based on the MD&A text of the filing

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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