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AMD to report Q3 results following disappointing showing from Intel

AMD delivered a record third quarter for 2026, highlighted by a 97% year-over-year increase in Data Center segment revenue. CEO Lisa Su attributed this growth to record sales of AMD EPYC processors and AMD Instinct GPUs. The company issued a $17 billion forecast and expects to outsell Intel for the first time. This performance follows a period of stock volatility where shares dropped 16% in a single month and fell nearly 30% below their all-time high ahead of the report.

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  • ✓ AMD Data Center segment revenue grew 97% year-over-year.
  • ✓ Growth was driven by record sales of AMD Instinct GPUs and AMD EPYC processors.
  • ✓ CEO Lisa Su stated the company delivered a record quarter.
  • ✓ AMD issued a $17 billion forecast.
🛡️ Source Corroboration: 17 independent reporting domains (90% confidence) ⏱ Read time: ~2 min

What changed

AMD released its Q3 2026 financial results showing record revenue and a $17 billion forecast.

Live updates

  1. AMD Reports Record Q3 Results With 97% Data Center Growth

    AMD delivered a record third quarter for 2026, highlighted by a 97% year-over-year increase in Data Center segment revenue. CEO Lisa Su attributed this growth to record sales of AMD EPYC processors and AMD Instinct GPUs. The company issued a $17 billion forecast and expects to outsell Intel for the first time. This performance follows a period of stock volatility where shares dropped 16% in a single month and fell nearly 30% below their all-time high ahead of the report.

    Why it matters

    AMD's results arrive after Intel provided disappointing guidance that spooked chip investors. The market is closely monitoring AMD's ability to gain ground on Nvidia in the AI hardware space. This report serves as a critical test of whether AI demand can offset lingering concerns regarding the PC market.

    What is confirmed

    • AMD Data Center segment revenue grew 97% year-over-year.
    • Growth was driven by record sales of AMD Instinct GPUs and AMD EPYC processors.
    • CEO Lisa Su stated the company delivered a record quarter.
    • AMD issued a $17 billion forecast.

    Still unconfirmed

    • Analysts expected $13.1 billion in revenue, representing a 42% increase.
    • The former Stability AI CEO warned that there are not enough CPUs in the world.

    What to watch next

    • Updates on AI partnership developments
    • Confirmation of AMD's market share gains relative to Nvidia
    • Future quarterly revenue performance against the $17 billion forecast
    Sources used for this update (20)
    1. pro.thestreet.com — Welcome to TheStreet Pro
    2. MarketWatch — AMD’s stock slides after Intel earnings reveal two big issues
    3. Yahoo Finance — AMD to report Q3 results following disappointing showing from Intel
    4. Barchart.com — What to Expect From AMD’s Q3 Earnings
    5. Seeking Alpha — Chip and AI stocks give up some gains ahead of AMD earnings (AMD:NASDAQ)
    6. TIKR.com — AMD Reports Tuesday as Ex-Stability AI CEO Warns “There Are Not Enough CPUs in the World”
    7. Zacks Investment Research — AMD Threatens False Breakout Ahead of Earnings
    8. TIKR.com — AMD Just Dropped 16% in a Month. Is It Time to Sell, or Load Up?
    9. Yahoo Finance — Why AMD Stock Is In Focus Before Q3 Earnings And AI Partnership Updates
    10. 24/7 Wall St. — AMD Slides 3% Ahead of Earnings as PC Worries Linger; Intel Drops 5%, NVIDIA Edges Higher
    11. The Motley Fool — AMD Reports Tuesday. Here's the Number That Will Show Whether It's Gaining on Nvidia
    12. Yahoo Finance — Intel’s Outlook Spooked Chip Investors – Can AMD Reassure Wall Street?
    confidence 90%
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