Overview
- The company is scheduled to report third-quarter results after the close on Tuesday, November 3, 2026, with a conference call at 5 p.m. ET and Wall Street expecting roughly $13.0–$13.1 billion in revenue and about $1.89–$1.97 in adjusted EPS.
- Analysts forecast Data Center revenue near $8.2 billion, making the segment the primary driver of growth as EPYC server CPUs and Instinct AI accelerators take up roughly 58% of company sales.
- Shares entered the print well below recent highs after a broad chip-sector selloff tied to Intel’s weak outlook, with AMD down about the mid-20s percent over the prior month on heavy volatility.
- MI450 GPUs and the Helios rack reference design are in production and testing but are still ramping, so most revenue from those products is expected in Q4 rather than in Q3, and reports of a possible up-to-$1 billion Meta investment for custom MI450 hardware remain unconfirmed.
- Investors will focus on Q4 revenue guidance, non-GAAP gross margin, and any concrete updates on EPYC/Instinct traction and partner deployments with Meta and Anthropic because those signals will shape near-term stock moves and the broader market view of the AI infrastructure cycle.