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← @amitisinvesting

$AMD

BULLISH2026-08-04
Price around the call
↑ 2026-08-04
By horizon✗ miss-5.8%
1d
✓ +1.7%
5d
…
21d
✗ -5.8%
Original post
amit · 2026-08-04

$AMD AMD Q2 2026 EARNINGS: - Revenue $11.5B, +50% YoY - Adjusted EPS $1.66, +246% YoY - Data Center Revenue $6.72B, +107% YoY - Adjusted EBITDA +$3.3B - Free Cash Flow +$1.6B - Capital Expenditures +$808M Lisa Su: “We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year. We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.”

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