AMD posts record $13.38B quarter, forecasts $17B for Q4
AMD's data center revenue nearly doubled to $8.55 billion, and its fourth-quarter guidance of about $17 billion tops Intel's $15–16 billion range.
AMD reported record third-quarter 2026 revenue of $13.38 billion on November 3, 2026, up 45% from $9.25 billion a year earlier, according to aitimes.com. Adjusted earnings per share came in at $2.09, above the $1.95 market estimate.
The company forecast fourth-quarter 2026 revenue of about $17 billion, up 66% year over year. Intel's fourth-quarter revenue guidance is $15 billion to $16 billion, a range that could leave AMD ahead of Intel in quarterly revenue for the first time.
AMD's data center segment revenue reached $8.55 billion in the third quarter, up 97% year over year. The company recorded $1.07 billion in non-cash costs in the quarter tied to stock purchase warrants linked to large chip purchase deals with OpenAI and Meta.
The PC and gaming segment brought in $3.72 billion, down 8% year over year. AMD said memory price increases and component supply constraints weighed on PC demand, while game console chip sales declined.
Prior context
In October 2025, AMD reported third-quarter revenue of $9.25 billion. According to the article, CEO Lisa Su said server revenue will double year over year in 2027 and data center AI revenue will grow faster than previously expected, with data center making up more than 80% of total revenue in 2027.
Quick answers
What was AMD's third-quarter 2026 revenue?
AMD reported record third-quarter 2026 revenue of $13.38 billion, up 45% year over year.
What is AMD's fourth-quarter 2026 revenue guidance?
AMD forecast about $17 billion, up 66% year over year.
How did AMD's data center segment perform?
Data center revenue was $8.55 billion in the third quarter, up 97% year over year.