AMD is down 9% after reporting earnings. Here's why
The chipmaker's stock has surged over the past year amid the AI boom.
www.cnbc.comHere’s the latest AMD earnings news I can share.
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AMD reported its Q2 2025 results in August 2025, with revenue of about $7.69 billion and non-GAAP gross margin around 54% excluding charges related to export-control impacts. The company posted a net income of roughly $781 million and diluted EPS of $0.48 for that quarter.[1]
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In late 2025, AMD’s earnings coverage noted continued strength in data center/server demand, with quarterly revenue around $8.75 billion in one of the reports and guidance pointing to continued growth into the fourth quarter, though actual results and stock reaction varied by quarter.[2]
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For context in 2026, market trackers show AMD continuing to be analyzed with earnings dates and consensus estimates, with some forecasts calling for revenue around $9.6 billion in the upcoming quarter and EPS expectations in the low-to-mid single digits, though actual results depend on AI chip demand and China-related export controls.[3]
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Media coverage in early 2026 discussed AMD beating expectations on both revenue and earnings in some quarters, driven by server CPU (EPYC) and PC processor sales, while facing ongoing scrutiny of AI chip demand and foreign-exchange/export-control considerations.[4][9]
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AMD’s investor-facing materials and press releases remain the most reliable sources for exact figures, guidance, and segment performance; for the latest quarter-by-quarter numbers and management commentary, check the AMD investor relations site and major financial news outlets.[5]
Illustration: If you’re tracking trends, a simple way to visualize is a line chart of quarterly revenue vs. GAAP/non-GAAP gross margin over the last eight quarters, with shaded regions marking periods affected by export controls. This helps separate base business momentum from one-off regulatory impacts.
Would you like me to pull the most recent quarterly update and summarize the key figures (revenue, gross margin, net income, EPS, and guidance) with sources? I can also create a quick chart of revenue and gross margin over time.