AMD Q1 2026 revenue rose 38% to $10.25B as Data Center grew 57%
AMD reported first-quarter 2026 revenue of $10.25 billion, up 38% from a year earlier, with GAAP diluted EPS of $0.84 and non-GAAP EPS of $1.37. Data Center revenue reached $5.78 billion, up 57%, and became the main driver of growth, while Client rose 26% to $2.89 billion. Second-quarter revenue was guided to about $11.2 billion, plus or minus $300 million, with non-GAAP gross margin near 56%.
- Revenue $10.25B, up 38% y/y; GAAP EPS $0.84, non-GAAP EPS $1.37
- Data Center $5.78B, up 57% y/y
- Client $2.89B (+26%), Gaming $720M (+11%), Embedded $873M (+6%)
- Q2 2026 guide: revenue about $11.2B +/- $300M; non-GAAP gross margin about 56%
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Moves this explains
AMD+20.65%May 4 · AMD rose 20.7% after its Q1 2026 report: revenue of $10.25B, up 38%, with Data Center up 57%. The release came at 20:15 UTC, after the US close, and falls within this UTC-day bar. Micron (+16.9%) and Intel (+18.3%) rose with it.INTC+18.28%May 4 · Intel rose 18.28% to $113.45 in a semiconductor rally: AMD +20.65%, MU +16.92%, AVGO +4.09%, while the S&P 500 gained 1.20% and QQQ 2.16%. AMD's Q1 2026 results, released that day, produced the largest move in the group.Source
AMD Investor RelationsMay 5, 2026, 4:15 PM ET