Earnings call briefSecond-quarter 2026
Advanced Micro Devices now expects growth substantially above its 35% target
Chair and CEO Lisa Su said server revenue is now expected to grow more than 70% in 2027, off a much higher base.
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Advanced Micro Devices said on its second-quarter call that it now expects to significantly exceed its $20 annual EPS target within its strategic timeframe.
Chair and CEO Lisa Su said the server CPU market is expected to grow more than 50% annually to approximately $220 billion by 2030.
Quotes from the call
“We now expect revenue to grow substantially above our prior target of greater than 35%, and we expect to significantly exceed our $20 annual EPS target within our strategic timeframe.”
Key facts from the call
- Revenue growth outlook
- Substantially above prior target of greater than 35%
- Strategic timeframe EPS outlook
- Significantly exceed $20 annual EPS target
- Expected 2030 data center AI accelerator market
- Approximately $1.4 trillion, growing more than 45% annually
- Expected 2030 server CPU market
- Approximately $220 billion, growing more than 50% annually
Source: Advanced Micro Devices' second-quarter 2026 earnings call, August 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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