AMD beats big: $13.38B revenue up 44.6% YoY, data center up 97%
AccBalanced · x · 2026-11-04
StockMarketNerd's snapshot of another strong AMD quarter:
- Q3 total revenue of $13.38B, beating estimates by 2.2%; +15.9% Q/Q, +44.6% Y/Y (2-yr CAGR 40.1%)
- Data center revenue of $8.55B, +27.2% Q/Q and +97% Y/Y
- EPS of $1.94 beat by $0.15; EBIT beat by 6.9%; 55.9% GPM missed by 20 bps
- Q4 guide: revenue guidance beats by 5.3%, EBIT by 10.5%, $2.92 EPS beats by $0.27; 55% GPM guide missed by 40 bps
- $15.7B in cash; inventory up 57% Y/Y
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