BREAKING: Advanced Micro Devices, $AMD, earnings are out: - EPS: $1.53, est: $1.32 - Revenue: $10.27 billion, est: $9.67 billion

$AMD Q4 EARNINGS HIGHLIGHTS

🔹 Revenue: $10.27B (Est. $9.65B) 🟢; +34% YoY, +11% QoQ
🔹 Adj. EPS: $1.53 (Est. $1.32) 🟢
🔹 Adj. oper margin: 28% (Est. 25.4%) 🟢
🔹 Data Center: $5.4B; +39% YoY
🔹 Client & Gaming: $3.9B; +37% YoY

Q1'26 Guide:
🔹 Rev: $9.5B–$10.1B (Est $9.4B) 🟢
🔹 Revenue includes ~$100.00M AMD Instinct MI308 sales to China
🔹 Adj. gross margin: ~55% (Est. 54.5%) 🟢

Commentary:
🔸 “We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.”