AMD Advanced Micro Devices (AMD) Q2 FY26 earnings call
AMD delivered record Q2 FY26 results, driven by strong demand for EPYC and Instinct products, with Data Center revenue more than doubling and now representing 58% of total revenue. The company is capitalizing on the expanding AI market opportunity, expecting significant growth in both server CPUs and data center AI accelerators through 2027. While the gaming segment faced headwinds, AMD anticipates outperforming the softer PC market in the second half, maintaining a positive outlook on its long-term financial model.
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AMD operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| EPYC-powered cloud instances | 1,600+EPYC-powered cloud instances increased nearly 50% year-over-year to more than 1,600 with instances optimized for virtually every enterprise workload and expanded availability across the largest global cloud providers.Source: earnings call transcript | 1,600+Fifth-gen EPYC Turin now powers nearly 1/3 of the more than 1,600 EPYC public cloud instance types available globally as providers broaden their offerings with new database storage and AI workloads.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.