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AMD forecasts quarterly revenue above estimates on record data-center sales

AMD forecasts quarterly revenue above estimates as data-center revenue reaches a record. The outlook puts its next report at the center of whether recent growth can extend beyond the latest quarter.

AMD’s headquarters, Santa Clara — file photoFile photo · AMD’s headquarters, Santa Clara · Jun 2020 · Coolcaesar · CC BY-SA 4.0 · Source & license

The story

AMD issued a quarterly revenue forecast above analyst estimates, alongside a record for data-center revenue. The company’s forecast was reported on November 3, 2026, and the data-center result is the key operating detail attached to the outlook.

The update follows AMD’s fiscal 2025 revenue of $34.6 billion, up 34.3% year over year, with gross margin of 49.5% and net margin of 12.5%. The new forecast shifts attention from the completed annual figures to the pace of the next quarter.

The data-center business is the direct link between the record revenue and AMD’s broader results: stronger demand there would feed the company’s quarterly sales, while the revenue forecast provides the near-term measure against which execution will be judged.

The size of the forecast beat and the record data-center revenue were not detailed in the report available here, so the extent of the outperformance and its effect on profitability remain open.

AMD’s next quarterly results and updated guidance will provide the next dated test of the forecast and data-center momentum.

Our read · Tue, Nov 3

AMD forecast quarterly revenue above estimates as data-center revenue reached a record.

Why. The near-term read depends on whether the record data-center performance translates into sustained quarterly growth rather than a single-period peak. AMD’s FY2025 revenue was $34.6B, up 34.3% year over year, but the older annual figures do not establish how much of the new forecast is incremental or how margins will respond.

Both cases

The case it holdsRecord data-center revenue and a quarterly forecast above estimates extend a growth profile that produced $34.6B of FY2025 revenue, up 34.3% year over year.
The case it breaksThe bear case is limited by the lack of a forecast figure, but AMD’s 12.5% FY2025 net margin leaves execution and mix important if data-center growth does not carry through to profit.

What could change this view: The setup fails if the next quarterly results show that data-center momentum or the above-estimate revenue outlook did not persist.

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Who reported it · 1

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About this report

Reported by Investing.com as AMD forecasts quarterly revenue above estimates as data-center revenue hits record, . Who answers for this

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