AMD Releases Q3 2026 Financial Results, Expects Revenue Growth of Over 80% in 2027
AMD announced its Q3 2026 financial results and expects revenue growth of more than 80% in 2027, above analysts' expectations of 77%. Data center chips are the main source of this forecast; CEO Lisa Su said they will account for 80% of next year's sales. That business grew 97% in the third quarter to a record $8.55 billion, driving total quarterly revenue up 45% to $13.38 billion. AMD expects fourth-quarter revenue of about $17 billion (plus or minus 3%), and Meta is testing the first batch of Helios systems under a five-year procurement agreement signed in February worth up to $60 billion.
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AMD guides for revenue growth of over 80% in 2027, with data center chips to account for 80%, offering a look at how AI chip demand flows through to its financials.
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AMD reported its 3Q-2026 earnings and it now expects revenue to grow more than 80% in 2027, ahead of the 77% analysts had modeled.
Data-center chips drive that forecast, and CEO Lisa Su told analysts they’ll account for 80% of next year’s sales.
That segment already carried the third quarter, with revenue jumping 97% to a record $8.55B on demand for Instinct GPUs and EPYC server processors.
Quarterly revenue rose 45% to $13.38B, while PC and console chip sales fell 8% to $3.72B.
AMD guided fourth-quarter revenue to about $17B, plus or minus 3%, as production scales for Helios, a rack pairing MI455X accelerators with “Venice” CPUs.
Meta is testing the first Helios systems under a February deal to buy up to $60B of AMD AI chips over five years.
Shares rose over 8% after hours, even as adjusted gross margin is guided down to about 55% from 56%.