$AMDAdvanced Micro Devices, Inc. · AI chips
Advanced Micro Devices (AMD) Next Earnings Date & AI Catalysts
CPUs and Instinct GPUs; the main merchant alternative to NVIDIA.
NEXT EARNINGS
Not yet on our calendar
We add dates once a source publishes them.
Profile
Industry (SEC SIC)
Semiconductors & Related Devices
Semiconductors & Related Devices
AI angle
AMD sells EPYC server CPUs and Instinct accelerators into AI data centers alongside PC and gaming chips. Its AI story hinges on how fast the Instinct GPU line ramps with large cloud and AI-lab customers.
Key metrics
Revenue (latest quarter) $13.38B
10-Q period ended 2026-09-26; +45% y/y · SEC filing
Gross margin 53.9%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.83B
Same quarter; 21% operating margin · SEC filing
Key risks (from filings)
- “Government actions and regulations such as export regulations, import tariffs, and trade protection measures may limit our ability to export our products to certain customers.” — 10-K risk factor (filed 2026-02-04) · source
- “If we fail to maintain the efficiency of our supply chain as we respond to changes in customer demand for our products, our business could be materially adversely affected.” — 10-K risk factor (filed 2026-02-04) · source
Upcoming catalysts for $AMD
Sun, Nov 15, 2026
Nov
15
HPC/AI hardware showcase; exhibit hall Nov 17–19. Watch for system and accelerator announcements.
Source: sc26.supercomputing.org
Wed, Dec 9, 2026
Dec
9
FOMC rate decision + projections
Rate path matters for high-multiple AI stocks; SEP meeting with 2:30 PM ET press conference.
Source: federalreserve.gov
Recent catalysts
Tue, Nov 3, 2026
Nov
3
Advanced Micro Devices, Inc. reports quarterly results
Data Center revenue $8.55B (+97% y/y) on EPYC and initial Instinct MI450 sales (company release).
Source: ir.amd.com
Upcoming earnings
Recap of $AMD's next earnings date — same expected / confirmed labeling as above.
No upcoming earnings date on our calendar yet.