AMD (AMD): FY26 Q1 earnings call, May 5, 2026

Tue, May 5Earnings callSpeaker-labelled transcriptAMD

No Kalshi or Polymarket word markets were listed for AMD’s May 5, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

10 matches for “China”; 4 quoted, at least 25 words apart.

Lisa Sucompanyqa

…remarks. The data center AI was actually down modestly because of the China transition. We had more China revenue sequentially, more China revenue in Q4,…

Stacy Rasgonanalystqa

…I know you said it was down sequentially in Q1 because of China. You had like $390 million of China revenue in there in Q4.…

Jean Hucompanyqa

…center AI was down modest base up sequentially, primarily due to lower China revenue in the quarter. I think on your second question regarding Q2,…

Jean Hucompanyqa

The China for our business-

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