• AMD held its Q3 2026 earnings call with CEO Lisa Su, CFO Jean Hu and investor relations chief Matt Ramsay.
• Management forecast revenue growth above 80% in 2027, with Data Center expected to contribute more than 80% of total revenue.
• Server revenue is expected to double; Data Center AI revenue should significantly more than double, though demand continues to exceed supply.
• Fourth-quarter revenue guidance is $17 billion, plus or minus 3%, reflecting approximately 50% sequential Data Center growth.
• Third-quarter revenue rose 45% to $13.4 billion, exceeding guidance; non-GAAP earnings per share increased 74% to $2.09.

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