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Advanced Micro Devices Inc (AMD) operating KPIs

AMDNasdaqSemiconductors & Related DevicesFiscal year ends December 26
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026Score 15/30229% above fair value
$504.80−61.62 (-10.88%)

Close on Oct 30, 2026Market cap $824.07BP/E 129.8Yield –

KPIs

Operating metrics that drive Advanced Micro Devices's business · fiscal year ends Last Saturday of December

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Q3 '26
2026-09-26
Q2 '26
2026-06-27
Q1 '26
2026-03-28
Q4 '25
2025-12-27
Q3 '25
2025-09-27
Q2 '25
2025-06-28
Q1 '25
2025-03-29
Q4 '24
2024-12-28
Q3 '24
2024-09-28
Q2 '24
2024-06-29
Q1 '24
2024-03-30
Q4 '23
2023-12-30
Next-quarter revenue guidance (midpoint)($M)7
13,00011,2009,8009,6008,7007,4007,1007,5006,7005,7005,4006,100
Guided revenue plus/minus range (±$M)($M)
300300300300300300300300300300300300
Guided revenue year-over-year growth (midpoint)(%)
41.0%46.0%32.0%25.0%28.0%30.0%22.0%16.0%6.0%9.0%
Guided revenue sequential QoQ growth (midpoint)(%)
13.0%9.0%-5.0%4.0%13.0%-7.0%10.0%15.0%4.0%5.0%
Next-quarter Non-GAAP gross margin guidance(%)
56.0%56.0%55.0%54.5%54.0%43.0%54.0%54.0%53.5%53.0%52.0%51.5%
Next-quarter Non-GAAP operating expenses guidance($M)
3,6503,3003,0502,8002,5502,3002,1002,0501,9001,8001,7301,740
Next-quarter Non-GAAP effective tax rate guidance(%)
13.0%13.0%13.0%13.0%13.0%13.0%13.0%13.0%13.0%13.0%13.0%13.0%
Next-quarter diluted share count guidance(M)
1,6611,6511,6471,6321,6351,6351,6371,6381,6411,6311,627
Unconditional purchase obligations (wafer, CoWoS, HBM & IP supply commitments)($M)6
30,27625,66212,16612,1259,4388,2484,9684,2873,8783,9924,594
Due within 1 year / remainder of fiscal year($M)
17,38618,3428,4983,7785,4825,6054,5012,5103,0563,2783,858
Due in fiscal year 2($M)
5,4742,7211,0993,9601,1528842741,325371348351
Due in fiscal year 3($M)
2,8511,9341,2161,24291065146268268182186
Due in fiscal year 4($M)
2,5281,9301,1971,2318616474645444451
Due in fiscal year 5($M)
1,4717271561,0327294264544444649
Due after 5 years($M)
56680882304355695959499
Uncommenced data center & real estate operating lease commitments($M)3
4,5004,4001,300
Operating lease right-of-use (ROU) assets (commenced)($M)
623647635632633
Total operating lease liabilities (commenced)($M)
784600641
ROU assets obtained in exchange for new operating lease liabilities($M)
7422825152
Remaining performance obligations (RPO — contracted backlog)($M)2
22226431527921874858676113137
RPO expected to be recognized as revenue within 12 months($M)
144167201139125566785
Share of total revenue recognized over time (custom/semi-custom & services)(%)
4.0%4.0%9.0%12.0%9.0%5.0%8.0%16.0%
Total accrued liabilities (including customer rebates, marketing & compensation)($M)4
5,5465,7855,2505,1124,4793,8764,2604,1203,6293,4443,082
Customer-related & program liabilities (rebates, price protection & prepayments)($M)
1,3591,7321,1941,0801,1751,2821,3491,4051,402936544
Accrued marketing programs & cooperative advertising($M)
1,5791,6481,4541,3111,2211,0001,0631,001828761827
Accrued employee compensation and benefits($M)
1,4621,2801,6451,4259488721,1741,048755826884
Other accrued expenses and current liabilities($M)
1,1461,1259571,2961,135722674666644921827
Strategic AI partnership: OpenAI multi-year Instinct GPU deployment commitment
6.00
Consolidated net revenue($M)4
11,53610,25310,2709,2467,6857,4387,6586,8195,8355,4736,168
Data Center segment revenue (EPYC Server CPUs, Instinct AI GPUs, Pensando DPUs & Helios AI Racks)($M)3
6,7185,7755,3804,3413,2403,6743,8593,5492,8342,3371,652
Data Center operating income (loss)($M)
2,1031,5991,7521,074-1559321,1571,041743541520
Data Center segment operating expenses & cost of sales($M)
4,6154,1763,6283,2673,3952,7422,7022,5082,0911,796
Data Center allocated goodwill($M)
4,0343,9083,6903,6473,6473,4033,4033,4032,942
Client and Gaming segment revenue (Combined segment from Q1 '25)($M)5
3,8413,6053,9404,0483,6212,9412,8762,3432,1402,290
Standalone Client revenue (Ryzen Desktop, Mobile & AI PC Processors)($M)3
3,0622,8853,0972,7502,4992,2942,3131,8811,4921,368437
Client processor unit shipments YoY change (%)(%)
34.0%25.0%31.0%4.0%17.0%23.0%34.0%25.0%34.0%58.0%-12.0%
Client processor Average Selling Price (ASP) YoY change (%)(%)
-6.0%1.0%15.0%38.0%42.0%43.0%13.0%3.0%12.0%16.0%-16.0%
Historical standalone Client operating income (loss) (FY21–FY24)($M)
-1,4281,041743541-647
Standalone Gaming revenue (Radeon Graphics & Semi-Custom Console SoCs)($M)1
7797208431,2981,1226475634626489223,022
Historical standalone Gaming operating income (FY21–FY24)($M)
-16127689861,072
Client and Gaming segment operating income($M)
582575725867767496496288166237
Client and Gaming segment operating expenses & cost of sales($M)
3,2593,0303,2153,1812,8542,4452,3802,0551,9742,053
Client and Gaming allocated goodwill($M)
364364364364364
Embedded segment revenue (Xilinx FPGAs, Versal Adaptive SoCs, Zynq & Kria Physical AI)($M)3
9778739508578248239239278618461,057
Embedded segment operating income($M)
386338357283275328362372345342461
Embedded segment operating expenses & cost of sales($M)
591535593574549495561555516504
Embedded allocated goodwill($M)
21,07221,07221,07221,07221,07221,07221,07221,07221,064
All Other category unallocated expenses (acquisition intangibles amortization, SBC & restructuring)($M)1
1,0811,0361,0829541,0219501,1449779851,084
All Other category operating loss($M)
-950-1,084
Total inventories (net)($M)3
8,4688,0457,9207,3136,6776,4165,7345,3744,9914,6524,351
Raw materials($M)
946752909676639560351412338292279
Work in process (wafers in foundry & CoWoS/OSAT advanced packaging)($M)
5,2654,7484,7684,4014,1674,4984,2893,9993,7273,3763,260
Finished goods($M)
2,2572,5452,2432,2361,8711,3581,094963926984812
Property and equipment, net($M)2
3,4392,7232,3122,2052,1281,9211,8021,6691,6661,6241,589
Property and equipment, gross($M)3
6,3435,4754,9284,7284,5624,1903,9753,7413,6543,5083,376
Equipment (lab, test, AI cluster & engineering equipment)($M)
4,1273,7953,4533,1833,0652,8642,7982,6692,6032,4562,346
Construction in progress (CIP)($M)
1,148646508590575445324228217223209
Leasehold improvements($M)
1,0681,034967955922881853844834829821
Accumulated depreciation($M)
2,9042,7522,6162,5232,4342,2692,1732,0721,9881,8841,787
Acquisition-related intangible assets, net (Xilinx, Pensando, Silo AI & ZT Systems)($M)8
15,63516,15416,70517,25017,81218,20118,93019,35219,91820,52121,363
Acquisition-related intangible assets, gross($M)
26,86226,83726,83726,82526,82526,64626,80827,52127,50227,50227,722
Accumulated amortization of acquisition-related intangibles($M)
11,22710,68310,1329,5759,0138,4457,8788,1697,5846,9816,359
Developed technology, net($M)2
9,5429,77810,03910,28710,54710,62910,87911,13011,34511,57511,807
Developed technology, gross($M)
13,62413,59913,59913,58713,58713,40813,40813,40913,39013,39013,390
Developed technology, accumulated amortization($M)
4,0823,8213,5603,3003,0402,7792,5292,2792,0451,8151,583
Customer relationships & backlog, net($M)2
5,5235,7876,0576,3346,6166,9047,2007,5137,8458,1978,569
Customer relationships & backlog, gross($M)
12,32412,32412,32412,32412,32412,32412,32412,32412,32412,32412,324
Customer relationships & backlog, accumulated amortization($M)
6,8016,5376,2675,9905,7085,4205,1244,8114,4794,1273,755
Trademarks, trade names & other, net($M)2
570589609629649668689709728749767
Trademarks, trade names & other, gross($M)
914914914914914914914914914914914
Trademarks, trade names & other, accumulated amortization($M)
344325305285265246225205186165147
Amortization of acquisition-related intangibles (total expense)($M)2
544551603562568567590585603622600
Amortization of acquisition-related intangibles in Cost of Sales($M)
260261260260260251252233231230215
Amortization of acquisition-related intangibles in Operating Expenses($M)
284290297302308316332352372392420
Estimated future intangible amortization: Remainder of current fiscal year($M)5
1,0621,6022,1532,1492,1492,1112,2252,1542,1452,1452,371
Estimated future intangible amortization: Fiscal year 2($M)
2,0422,0362,0362,0312,0311,9932,1112,0402,0342,0342,145
Estimated future intangible amortization: Fiscal year 3($M)
1,9291,9231,9231,9191,9191,8851,9931,9221,9221,9222,034
Estimated future intangible amortization: Fiscal year 4($M)
1,6971,6911,6911,6911,6911,6591,8851,8461,8461,8461,922
Estimated future intangible amortization: Fiscal year 5($M)
1,4571,4541,4541,65910,82510,8251,846
Estimated future intangible amortization: Thereafter($M)
7,4487,4487,4488,9048,9038,8948,89510,82510,82510,82510,825
Total goodwill carrying value($M)
25,47025,34425,12625,08325,08324,83924,83924,83924,26224,26224,262
Product warranty reserve balance($M)
30818885
TF AMD Microelectronics (Suzhou & Penang) ATMP OSAT Joint Ventures carrying value($M)2
17614913711310699
Equity income (loss) in ATMP OSAT investee($M)
611087127776
Related-party ATMP assembly & test purchases from TF AMD JVs($M)
594718500483529497500407389450
ZT Systems divested manufacturing business: Discontinued operations net income (loss)($M)2
-811-109711040000
ZT Systems manufacturing business divestiture consideration($M)
2,4002,4002,4003,000
Discontinued operations operating cash flow($M)
29637100
Long-lived assets (PP&E & Operating Lease ROU Assets): United States($M)5
1,7171,3121,143
Singapore($M)
157140144
Canada (Markham graphics & AI campus)($M)
14210484
India (Bengaluru & Hyderabad engineering campuses)($M)
10086
Other countries($M)
29624644
China (historical disclosure through FY21)($M)
3842
Meta Platforms (META — 6 GW Instinct GPU partner) quarterly cash CapEx($M)3
33,94230,11618,99721,38318,82916,53812,94114,4258,2588,1736,4007,592
Microsoft (MSFT — Azure EPYC & Instinct MI300X/Helios partner) quarterly cash CapEx($M)
35,80230,87629,87619,39417,07916,74515,80414,92313,87310,9529,735
Alphabet (GOOGL — Google Cloud EPYC partner) quarterly cash CapEx($M)
44,92435,67427,85123,95322,44617,19714,27613,06113,18612,01211,019
Amazon (AMZN — AWS EPYC & cloud infrastructure partner) quarterly cash CapEx($M)
54,20844,20339,52235,09532,18325,01927,83422,62017,62014,92514,588
GAAP gross profit($M)3
6,2035,4165,5774,7803,0593,7363,8823,4192,8642,5602,911
Non-GAAP gross profit($M)
6,4885,6855,4254,1264,1263,9924,1403,6573,1012,8613,133
Non-GAAP gross margin (%)(%)
56.0%55.0%55.0%54.0%54.0%54.0%54.0%54.0%53.0%52.0%51.0%
GAAP cost of sales($M)
5,3334,8374,6934,4664,6263,7023,7763,4002,9712,9133,257
Non-GAAP operating expenses($M)3
3,3943,1453,0012,7542,4292,2132,1251,9561,8471,7411,727
Non-GAAP operating expenses as % of revenue(%)
29.0%31.0%29.0%30.0%32.0%30.0%28.0%29.0%32.0%32.0%28.0%
GAAP research and development (R&D) expenses($M)
2,5282,3972,3302,1391,8941,7281,7121,6361,5831,5251,511
GAAP marketing, general and administrative (MG&A) expenses($M)
1,4011,2531,1981,069991886781707640607610
GAAP operating income (loss)($M)2
1,9901,4761,7521,270-13480687172426936342
Non-GAAP operating income($M)
3,0942,5402,8542,2388971,7792,0261,7151,2641,1331,412
Non-GAAP operating margin (%)(%)
27.0%25.0%28.0%24.0%12.0%24.0%26.0%25.0%22.0%21.0%23.0%
GAAP net income (loss)($M)7
2,2971,3831,5111,243872709482771265123667
Non-GAAP net income($M)
2,7602,2652,5191,9657811,5661,7771,5041,1261,0131,249
GAAP diluted earnings (loss) per share ($)($)
1.380.840.750.540.440.470.160.07
Non-GAAP diluted earnings per share ($)($)
1.661.371.531.200.480.961.090.920.690.620.77
Diluted weighted-average shares outstanding(M)
1,6591,6501,6411,6301,6261,6361,6371,639
GAAP income (loss) before income taxes($M)
2,5511,6042,1001,315-7482592273729964380
GAAP income tax provision (benefit)($M)
252238455153-834123419-2741-52-297
GAAP interest expense($M)
3737363738201923252527
Total stock-based compensation (SBC) expense($M)7
503487486419369364339351346371374
SBC in Research & Development (R&D)($M)
382333290282270267262279281
SBC in Marketing, General & Administrative (MG&A)($M)
967973776479798687
SBC in Cost of Sales($M)
876555566
Unrecognized SBC compensation cost: Restricted Stock Units (RSUs)($M)
3,5002,6002,300
Unrecognized SBC compensation cost: Performance Stock Units (PSUs)($M)
232154162
Unrecognized SBC compensation cost: Employee Stock Purchase Plan (ESPP)($M)
524336
Unrecognized SBC compensation cost: Stock Options($M)
514138
GAAP operating cash flow($M)3
2,3662,9552,6002,1592,0119391,299628593521381
Capital expenditures (purchases of property and equipment)($M)
808389222258282212208132154142139
Free cash flow($M)
1,5582,5662,0821,5301,180727
Free cash flow margin (% of revenue)(%)
14.0%25.0%20.0%17.0%15.0%10.0%
Cash and cash equivalents($M)7
5,0865,5855,5394,8084,4426,0493,7873,8974,1134,1903,933
Short-term investments / marketable securities($M)
8,0256,7625,0132,4351,4251,2611,3456471,2271,8451,840
Accounts receivable, net($M)
7,2816,0356,3156,2015,1155,4436,1927,2415,7495,0384,323
Unbilled accounts receivable (contract assets)($M)
9371,7001,6001,100
Accounts payable($M)
5,3592,9972,9293,4833,0802,2062,4662,5301,6991,4182,055
Total assets($M)
84,46479,64276,92676,89174,82071,55069,22669,63667,88667,89567,885
Long-term debt, net of current portion($M)
2,3512,3502,3482,3473,2183,2171,7211,7201,7191,7181,717
Total stockholders' equity($M)
67,22464,46262,99960,79059,66557,88157,56856,98556,53856,19855,892
Remaining share repurchase authorization($M)3
9,2009,2009,4009,4009,5003,9004,7004,9005,2005,6005,600
Cumulative Board share repurchase authorization($M)
14,00014,00014,00014,00014,00012,00012,00012,00012,00012,000
Cash paid for common stock repurchases ($M)($M)
02210894787492562503524233
Common shares repurchased (volume)(M)
01.101.70

11 metrics have no data in the last 12 quarters — .

Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).

Methodology and excluded metrics
  • Fiscal calendar: AMD operates on a 52- or 53-week fiscal year ending on the last Saturday of December (Q1 ≈ Jan–Mar, Q2 ≈ Apr–Jun, Q3 ≈ Jul–Sep, Q4 ≈ Oct–Dec). Latest reported SEC period: Q2 '26 (ended June 27, 2026, filed August 5, 2026) and Full-Year FY2025 (ended December 27, 2025).
  • Forward column (Q3 '26): Column Q3 '26 holds AMD's Q3 2026 Financial Outlook issued on August 4, 2026 ($13,000M ± $300M revenue, +41% YoY, +13% QoQ, ~56% Non-GAAP gross margin, ~$3,650M Non-GAAP OpEx, 13% Non-GAAP tax rate, and ~1,661M diluted shares) plus Q3 2026 cash CapEx ($33,942M) already reported by Meta Platforms.
  • Standalone Client vs. Gaming Disaggregation: Starting in Q1 '25, AMD combined its Client and Gaming segments into a single reportable segment ('Client and Gaming'). By extracting the disaggregated segment footnote table from XBRL (`rev.Client` and `rev.Gaming`), Group 2 preserves the unbroken standalone quarterly and annual revenue series for both Client ($3,062M in Q2 '26, $10,640M in FY25) and Gaming ($779M in Q2 '26, $3,910M in FY25), alongside MD&A Client processor unit shipment YoY % (+34% in Q2 '26) and ASP YoY % (-6% in Q2 '26).
  • Supply Chain Purchase Obligations ($30.3B) & Uncommenced Data Center Leases ($4.5B): Unconditional purchase obligations for leading-edge wafer foundry (TSMC), CoWoS packaging, and HBM memory more than doubled from $12,166M at Q4 '25 to $25,662M at Q1 '26 and $30,276M at Q2 '26, while uncommenced data center and real estate operating leases jumped from $1,300M at Q4 '25 to $4,400M at Q1 '26 and $4,500M at Q2 '26.
  • Monthly Taiwan Semiconductor Supply Chain Tracker (MOPS): Monthly columns (Jan 2018 – Sep 2026, 105 consecutive months) track NT$M operating revenue and YoY % of exclusive leading-edge wafer/CoWoS foundry TSMC (2330.TW), OSAT partners ASE (3711.TW) and KYEC (2449.TW), ABF substrate supplier Unimicron (3037.TW), desktop chipset designer ASMedia (5269.TW), and AI server rack ODMs Wiwynn (6669.TW), Quanta (2382.TW), and Wistron (3231.TW).
  • Bound & qualitative disclosures excluded from numeric cells per Step 4 rules and recorded here: Customer common stock warrants issued to OpenAI (Oct 2025) and Meta Platforms (Feb 2026) for 'up to 160 million shares' each at $0.01/share (0 shares vested as of Q2 '26), Meta's multi-year agreement for 'up to 6 gigawatts' of Instinct GPUs, Anthropic's agreement for 'up to 2 GW' of Instinct MI450 GPUs in Helios racks, and Data Center CPU/GPU qualitative commentary.
  • Subsidiary & parent-only evaluation: AMD reports under U.S. GAAP with no parent-only financial statements (Schedule I is not required), so consolidated − parent subtraction does not apply. Subsidiary-level disclosures for Xilinx (Embedded segment & acquisition intangibles), ZT Systems ($3,190M manufacturing divestiture & discontinued operations), and TF AMD Microelectronics (15%-owned Suzhou & Penang ATMP OSAT JVs) are shown directly.
  • Strict Step 4 compliance: Every cell displays a figure directly published by AMD or an authoritative external source, plus the two permitted period splits (Q4 = FY − 9M and quarterly cash flow = YTD − prior YTD, shown in italics with formula).

Data updated 2026-10-24.

Every KPI on its own page

Full history, chart, sources and a citation for each metric

1. Forward Guidance, Supply Purchase Obligations ($30.3B), Uncommenced Data Center Leases & RPO

2. Operating Segments (Data Center, Standalone Client vs. Gaming, Embedded) & Processor Unit/ASP Dynamics

3. Fabrication Stage Inventory (WIP 75%), PP&E, Acquisition Intangibles, ZT Systems & OSAT JVs

4. Geographic Revenue, Long-Lived Assets by Country & Customer Concentration

5. Monthly Taiwan Foundry/OSAT/ODM Supply Chain Tracker (MOPS) & Hyperscaler AI Customer CapEx

6. Global Workforce (45,842 Workers), Diversity, Patent Portfolio (18,900) & Form SD 3TG Smelters

7. Environmental Footprint: Energy (299 GWh), Scope 1/2/3 GHG, Water & Wafer Foundry Waste (85,839 MT)

8. Consolidated GAAP vs. Non-GAAP Profitability, Stock-Based Compensation, Cash Flow, Balance Sheet & Buybacks