AMD 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-08-05

• Gross margin for the three months ended June 27, 2026 was 54% compared to gross margin of 40% for the prior year period, a 14% increase primarily driven by the absence of inventory and related charges associated with the U.S. government export control on AMD Instinct MI308 Data Center GPU products t…

• In October 2025 and February 2026, we entered into multi-year agreements with OpenAI OpCo, LLC (OpenAI) and Meta Platforms, Inc. (Meta), respectively, under which each customer intends to deploy up to 6 gigawatts of AMD data center GPUs, with the first gigawatt of each deployment powered by our AMD …

• Data Center operating income was $2.1 billion for the three months ended June 27, 2026, compared to operating loss of $155 million for the prior year period. Data Center operating income was $3.7 billion for the six months ended June 27, 2026, compared to operating income of $777 million for the pri…

• Client and Gaming net revenue of $3.8 billion for the three months ended June 27, 2026 increased by 6%, compared to net revenue of $3.6 billion for the prior year period. Client and Gaming net revenue of $7.4 billion for the six months ended June 27, 2026 increased by 13%, compared to net revenue of…

• Client net revenue of $3.1 billion for the three months ended June 27, 2026 increased by 23% compared to net revenue of $2.5 billion for the prior year period, primarily driven by a 34% increase in unit shipments of client processors, partially offset by a 6% decrease in average selling price of cli…

相对上期删除的文字 · 来源:10-Q · 2026-05-06

• Gross margin for the three months ended March 28, 2026 was 53% compared to gross margin of 50% for the prior year period, a 3% increase primarily driven by a favorable product mix, including higher Data Center segment revenue.

• In February 2026, we amended a master purchase agreement with Meta Platforms, Inc. (Meta) and Meta agreed to deploy up to 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by custom AMD Instinct MI450-based GPU and 6th Gen AMD EPYC™ CPUs. Concurrent with the agreement, we issued t…

• Data Center operating income was $1.6 billion for the three months ended March 28, 2026, compared to operating income of $932 million for the prior year period. The increase in operating income was primarily driven by higher revenue, partially offset by higher cost of sales and operating expenses.

• Client and Gaming net revenue of $3.6 billion for the three months ended March 28, 2026 increased by 23%, compared to net revenue of $2.9 billion for the prior year period.

• Client net revenue of $2.9 billion for the three months ended March 28, 2026 increased by 26% compared to net revenue of $2.3 billion for the prior year period, primarily driven by a 25% increase in unit shipments and a 1% increase in average selling price primarily of AMD Ryzen mobile processors.

相对上期新增的文字 · 来源:10-Q · 2026-08-05

• Reference is made to “Part II, Item 7A, Quantitative and Qualitative Disclosures About Market Risk,” in our Annual Report on Form 10-K for the fiscal year ended December 27, 2025.

• Long-term Investment Risk. We hold long-term investments in marketable equity securities of publicly traded companies and non-marketable equity and other securities of privately held companies. As of June 27, 2026 and December 27, 2025, the carrying value of marketable equity securities was $1.2 bil…

• There have not been any material changes in interest rate risk, default risk or foreign exchange risk since December 27, 2025.

相对上期新增的文字 · 来源:10-Q · 2026-08-05

• •If we are unable to attract, develop and retain key employees, our business could be materially affected.

• The implementation or increase of any tariffs, trade protection measures or restrictions, or retaliatory actions from foreign governments could result in lost sales and adversely impact our reputation and business. The U.S. government has instituted or proposed changes in trade policies that include…

• From time to time, we enter into commercial arrangements such as long-term capacity purchase agreements, guarantees, leases and other financing arrangements to support our customer or commercial partner infrastructure developments. These arrangements may increase our exposure to credit and to counte…

• If we are unable to attract, develop and retain key employees, our business could be materially adversely affected.

相对上期删除的文字 · 来源:10-Q · 2026-05-06

• •Our inability to continue to attract and retain key employees may hinder our business.

• The implementation or increase of any tariffs, trade protection measures or restrictions, or retaliatory actions from foreign governments could result in lost sales and adversely impact our reputation and business. The U.S. government has instituted or proposed changes in trade policies that include…

• From time to time, we enter into commercial arrangements such as long-term capacity purchase agreements, financial guarantees and leases to support customers’ or commercial partners’ infrastructure development. These arrangements may increase our exposure to counterparty risk, such as their inabilit…

• financial condition may be adversely affected. Additionally, we may commit to specified levels of cloud service capacity based on anticipated internal usage or our ability to allocate or assign such capacity. If we are unable to fully utilize or offload that capacity as expected, we could have exces…

• Our inability to continue to attract and retain key employees may hinder our business.

相对上期新增的文字 · 来源:10-Q · 2026-08-05

• Executive Vice President, Chief Financial Officer and Treasurer

• Forrest NorrodExecutive Vice President and General Manager, Data Center SolutionsAdoptMay 20, 2026

• Lisa SuChair, President and Chief Executive OfficerAdoptJune 8, 2026

相对上期删除的文字 · 来源:10-Q · 2026-05-06

• Senior Vice President, General Counsel and Corporate Secretary

• 1 The total number of shares to be sold cannot be determined as of the date of this Quarterly Report as the planned sale amount for the officer includes a designated percentage of net vested shares. The number listed reflects the maximum number of shares available to be sold pursuant to the officer’…