AMD press release (AMD): Q4 Non-GAAP EPS of $1.53 beats by $0.21.
Revenue of $10.3B (+33.8% Y/Y) beats by $630M.
For the first quarter of 2026, AMD expects revenue to be approximately $9.8 billion, plus or minus $300 million vs. $9.37B consensus, including approximately $100 million of AMD Instinct MI308 sales to China. The mid-point of the revenue range represents year-over-year growth of approximately 32% and a sequential decline of approximately 5%. Non-GAAP gross margin is expected to be approximately 55%.
