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.

26 matches for “GPU”; 5 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…record $2.6 billion, driven by significantly higher sales of EPYC CPUs, Instinct GPUs, and Ryzen processors. These results mark a clear inflection in our growth…

Lisa Sucompanyprepared

…$5.8 billion, led by strong demand for our EPYC CPUs and Instinct GPUs. In server, we delivered our 4th consecutive quarter of record server CPU…

Lisa Sucompanyprepared

…and parallel execution, in addition to serving as the head nodes for GPUs and accelerators. As a result, we are seeing both stronger near-term demand…

Lisa Sucompanyprepared

…partnership with Meta to deploy up to 6 gigawatts of AMD Instinct GPUs spanning several product generations. Our agreement includes a custom GPU accelerator based…

Lisa Sucompanyprepared

…as we advance through key milestones. We have begun sampling MI450 series GPUs to lead customers and remain on track to ramp Helios production shipments…

Agents: this page as TSV at /api/v1/appearances/amd:2026-05-05:earnings_call · words: /api/v1/brief?appearance=amd:2026-05-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP