Advanced Micro Devices (AMD) is scheduled to announce its first-quarter 2026 results on *May 5, 2026*. The company anticipates revenues of approximately *$9.8 billion* (+/- $300 million), reflecting a year-over-year growth of around *32%*, although down *5% sequentially*. This guidance includes roughly *$100 million* from MI308 sales to China.
The Zacks Consensus Estimate for AMD’s first-quarter revenues stands at *$9.84 billion*, indicating a *32.3%* year-over-year increase, with earnings expected at *$1.30* per share, representing a *35.4%* year-over-year growth. AMD has consistently exceeded the Zacks estimates over the past four quarters, achieving an average surprise of *5.96%*.
AMD’s revenue growth is driven by strong demand in its Data Center, Client, and Gaming segments, particularly for its EPYC processors and Instinct accelerators. The company expects the total addressable market for data centers to reach *$1 trillion by 2030*, with a projected compound annual growth rate of over *40%* from approximately *$200 billion* in 2025.
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