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Just reported
Q3 2026 results
From Advanced Micro Devices's results release of 2026年11月3日; its quarterly report has since been filed.
Revenue
Actual
$13.38B
+45% y/y
+16% q/qGuided
$13B
midpoint
Above guide+2.9%EPS, GAAP
Actual
$1.46
+95% y/y
+5.8% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$2.83B
+123% y/y
+42% q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue$16.49B – $17.51B+66% y/y First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Advanced Micro Devices is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.$4.19TA+
AVGOBroadcom Inc.$1.65TA+
MUMicron Technology, Inc.$918.5BA+
TXNTexas Instruments Inc.$283.2BA+
ARMARM Holdings plc$216.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Data Center: server processors, AI accelerators, graphics chips, and networking products58%
- Client and Gaming: PC processors and graphics, plus chips designed for game consoles33%
- Embedded: processors and programmable chips for specialized equipment9%
売上構成比はQ2 FY2026, quarter ended June 27, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
EPYC processors
Processors for servers used in cloud computing, business systems, and scientific computing.
Instinct accelerators and Helios
Instinct chips perform calculations used to train and run AI systems. Helios is a rack-sized data-center system combining processors, graphics chips, networking equipment, and software.
Ryzen processors and accelerated processing units (APUs)
Chips for desktop and notebook computers; some combine a processor and graphics functions on one chip. Ryzen PRO versions are designed for business computers.
さらに3件を表示
Radeon graphics and custom console chips
Radeon graphics chips are used in computers and workstations. AMD also designs custom chips for game consoles, including Sony PlayStation 5 and Microsoft Xbox Series S and X.
Programmable and embedded chips
Field-programmable gate arrays (FPGAs), adaptive chips, and embedded processors used in equipment that may need specialized control, connectivity, or computing.
Pensando networking products
Data processing units (DPUs) and network interface cards that handle data-center networking tasks and connect groups of computing chips.
誰が買っているか6
- Large cloud companies and private data centers buy server processors, AI accelerators, and networking products directly or through server makers and manufacturers.
- Server makers and original design manufacturers (ODMs), which design or build systems for branded companies and data centers, incorporate AMD chips into servers and other equipment.
- Personal computer makers buy processors and graphics products for desktop and notebook computers; distributors also resell AMD products.
さらに3件を表示
- Game-console makers and their manufacturing partners use AMD-designed chips in console systems.
- Equipment makers and distributors buy embedded processors and programmable chips for products in areas such as automotive, industrial systems, communications, aerospace, and healthcare.
- AI companies including OpenAI, Meta, and Anthropic have announced arrangements involving planned deployments of AMD data-center GPUs.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1AMD relies on outside manufacturers for chip production. It uses Taiwan Semiconductor Manufacturing Company for many products, and also names GLOBALFOUNDRIES, United Microelectronics Corporation, and Samsung for certain production.
- 2Outside companies in the Asia-Pacific region package and test AMD chips, including its assembly, test, mark, and packaging joint ventures and other partners.
- 3A small number of customers account for a substantial part of AMD's revenue and receivables, according to the company.
- 4AMD products depend in part on other companies making compatible computer components and software, including software that runs on AMD chips.
うまくいかなくなる可能性
- 1AMD competes in fast-changing chip markets where Intel, NVIDIA, and other companies introduce competing products; delays or products that do not meet customer needs could affect sales.
- 2AMD depends on outside companies for chip manufacturing, materials, packaging, and testing. Shortages, production delays, or lower manufacturing yields could limit the products it can supply.
- 3U.S. export restrictions can limit sales of certain chips to customers in some countries. The company reported that restrictions on MI308 data-center GPU shipments to China led to inventory and related charges in the prior-year quarter.
Advanced Micro Devices, Inc.について
AMD designs chips that process computer instructions, including central processing units (CPUs), and chips that handle graphics and other intensive calculations, including graphics processing units (GPUs). Its products are used in servers and artificial intelligence (AI) systems, personal computers, game consoles, and equipment for industries such as communications, automotive, and healthcare. AMD also provides software and networking chips that help customers use its processors and accelerators.
- 本社
- Santa Clara, California, United States
- 設立
- 1969
- 従業員数
- 31,000 (December 27, 2025, high)
- 上場市場
- NASDAQ Global Select Market
- 決算期
- The last Saturday in December; AMD uses a 52- or 53-week fiscal year.
Advanced Micro Devices, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。