AMD Revenues Up 50 Percent to $11.5 Billion

Microprocessor maker AMD reported that it earned a net income of $2.3 billion on revenues of $11.5 billion in the quarter ending June 27, 2026. Those figures represent gains of 66 percent and 50 percent, respectively, year-over-year (YOY).

“We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year,” AMD chair and CEO Dr. Lisa Su said. “We enter the second half with strong momentum as EPYC [datacenter processor] demand accelerates, Instinct [datacenter GPU] deployments scale, and Helios [integrated datacenter CPUs and GPUs] begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.”

In case it’s not obvious from that quote, AMD’s Data Center push is paying off, and that’s now its biggest business by far. The company’s Data Center business unit delivered $6.7 billion in revenues in the quarter, a gain of 107 percent YOY. Client and Gaming landed $3.8 billion in revenues, up 6 percent YOY. And Embedded added another $977 million in revenues, up 19 percent YOY.

Within the Client and Gaming business that’s responsible for AMD’s PC chips, Client revenues were up 23 percent YOY to $3.1 billion, while Gaming dropped 31 percent to $779 million.

Despite the solid earnings report, AMD shares fell 9 percent in after-hours trading Tuesday because the firm fell short of sales estimate expectations for the current quarter. AMD said it expects revenues of about $13 billion in the quarter, but many analysts were expecting much better results. Regardless, Dr. Lui said she expected Data Center revenues to more than double in 2027.