AMD (AMD): FY26 Q1 earnings call, May 5, 2026
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
33 matches for “Data center”; 5 quoted, at least 25 words apart.
…portfolio. Growth was broad-based, with every segment increasing year-over-year, led by 57% data center revenue growth. First quarter revenue increased 38% year-over-year to $10.3 billion.…
…inflection in our growth trajectory and a structural shift in our business. Data center is now the primary driver of our revenue and earnings growth,…
…2027 as we ramp our next-generation EPYC processors. Now turning to our data center AI business. Revenue grew by a significant double-digit percentage year-over-year as…
…in our ability to deliver tens of billions of dollars in annual data center AI revenue in 2027 and to exceed our long-term growth target…
…expanding our TAM. Our semi-custom engagements also expanded in the quarter as data center, communications and other embedded customers leverage our broad IP portfolio and…
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