AMD earnings
Analysis, not adviceNext print
2026-08-04
cons 1.61 EPS / 11.31B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: Instinct quarterly revenue ≥$5.5B with sequential acceleration AND MI450/Helios H2 2026 revenue language confirmed AND consolidated GM holds ≥50% — all three together would r
Bull condition triggered: ROCm named as default stack by a second hyperscaler or major ML platform (beyond Meta) — this directly reduces the execution-probability discount on the software-gap bear con
＋2 more criteria on the deskfree trial · no cardFrom the desk's pre-read
AMD reports Q2 2026 earnings on 2026-08-04; consensus stands at $1.61 EPS · $11.31B revenue (FMP).
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.