AMD reported third-quarter 2026 revenue of $13.377 billion, up 45% from a year earlier, in its 3 November results. The headline figure rounds to $13.4 billion. For readers tracking AI infrastructure spending, the important distinction is that growth was concentrated in data centres rather than shared evenly across its businesses.
Data Center revenue reached a rounded $8.5 billion, up 97% year on year. Client and Gaming revenue was a rounded $3.7 billion, down 8%. AMD attributed the data-centre performance to demand for its EPYC processors and the launch of Instinct MI450 Series GPUs. That is the issuer’s explanation, not an independently established account of wider market demand.
Verified figures
| Measure | Reported figure | Basis / qualification |
|---|---|---|
| Q3 revenue | $13.377 billion | +45% year on year |
| Data Center revenue | $8.5 billion | +97% year on year; rounded |
| Client and Gaming revenue | $3.7 billion | -8% year on year; rounded |
| Diluted EPS | $1.46 / $2.09 | GAAP / non-GAAP, respectively |
| Q4 revenue outlook | $17 billion ±3% | Forward-looking guidance |
How to read the results
The company reported diluted earnings per share of $1.46 under U.S. generally accepted accounting principles, or GAAP. Its separate non-GAAP EPS was $2.09. Adjusted measures exclude specified items and should be read with the company’s reconciliation; the larger adjusted figure does not replace the reported accounting result.
For Q4, AMD guided to approximately $17 billion of revenue, plus or minus 3%. Applying that tolerance gives an indicated range of $16.49 billion to $17.51 billion: $17 billion multiplied by 0.97 and 1.03. This is a calculation from management guidance, not revenue already earned. All amounts here are U.S. dollars.
What to watch
Watch whether Q4 deliveries and recognised revenue match the guidance range, and whether client and gaming sales recover. The release alone does not establish a share-price reaction or an assured investment return.
Previous coverage: AMD’s Helios testing at Meta.
Official sources
AMD — official record. Sources observed: .
AMD — official record. Sources observed: .
AI-assisted reporting checked against the linked official primary records; no independent human review is claimed. The original CapKet AI illustration is conceptual and does not depict an actual issuer product, facility or event. Information only; not investment advice.