Advanced Micro Devices, Inc. (AMD.US) Q2 2026 Earnings Conference Call
Live time: Aug 4, 2026 16:00
Advanced Micro Devices, Inc. (AMD.US) Q2 2026 Earnings Conference Call
Live time: 08/04/2026 16:00:00
美国超微公司 (AMD.US) 2026 年第二季度业绩电话会
Summary
00:42
Opening Remarks by Matt Ramsay
Matt Ramsay, Corporate VP for Financial Strategy and IR, welcomes participants to AMD's Q2 2026 earnings call and provides an overview of the legal disclaimers regarding the recording of the meeting and the use of non-GAAP financial measures.
03:25
CEO Lisa Su Q2 Business Overview
CEO Lisa Su shares AMD's outstanding Q2 performance with record revenue of $11.5 billion, a 50% YoY increase. Data center revenues doubled YoY to $6.7 billion, driven by EPYC processors and AI-related hardware. AMD is positioned strongly in the early phase of generational AI adoption across diverse workloads.
10:08
Data Center Insights from CEO Lisa Su
Lisa Su highlights the launch and adoption of the EPYC Venice series, built on 2nm technology, offering superior performance and efficiency. It is designed for AI workloads and HPC sectors. VENICE demand and collaborations with cloud providers are expected to expand AMD's market penetration over the next quarters.
19:17
CFO Jean Hu Financial Overview
CFO Jean Hu reports record revenue of $11.5 billion with 50% YoY growth, driven by data center sales (58% of total revenue). Gross margin reached 56%, reflecting improved product mix and transformational business contributions from the data center sector.
25:47
Data Center TAM Discussion — Analyst: Tom O'Malley (Barclays)
CEO Lisa Su emphasizes that growth trajectories for AMD's CPUs and GPUs in data centers remain robust and are expected to deliver exceptional returns, especially as AI workloads expand globally. Data center TAM is projected to significantly accelerate by 2027.
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