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.

57 matches for “Revenue”; 5 quoted, at least 25 words apart.

Lisa Sucompanyprepared

…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. Earnings grew…

Lisa Sucompanyprepared

…in our business. Data center is now the primary driver of our revenue and earnings growth, and as AI adoption scales, demand is increasing not…

Lisa Sucompanyprepared

…In server, we delivered our 4th consecutive quarter of record server CPU revenue. Revenue increased more than 50% year-over-year, with sales to both cloud and…

Lisa Sucompanyprepared

…across the largest global cloud providers. In enterprise, demand accelerated with record revenue and record sell-through in the quarter. We expanded our customer base with…

Lisa Sucompanyprepared

…to support this growth. As a result, we now expect server CPU revenue to grow by more than 70% year-over-year in the second quarter, with…

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