HighGravityDataCurrent guidance
13 items
AMD
Guidance from AMD’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 4, 2026
Data checked
Aug 4, 2026
What changed in the Aug 4, 2026 release
Each item compared with the same item in the previous release (May 5, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Revenue | for Q3 FY2026 | — | “~$13 Billion +/- $300 Million” | Filing ↗ |
| New | Gross Margin | for Q3 FY2026 | — | “~56%” | Filing ↗ |
| New | Basic shares (Estimate) | for Q3 FY2026 | — | “1,636” | Filing ↗ |
| New | Diluted Share Count | for Q3 FY2026 | — | “~1.66 Billion shares” | Filing ↗ |
| New | Diluted shares (Estimate) | for Q3 FY2026 | — | “1,661” | Filing ↗ |
| New | Dilutive impact from employee equity grants (Estimate) | for Q3 FY2026 | — | “25” | Filing ↗ |
| New | Effective Tax Rate | for Q3 FY2026 | — | “13% of pre-tax income” | Filing ↗ |
| New | Operating Expenses | for Q3 FY2026 | — | “~$3.65 Billion” | Filing ↗ |
| New | Other Income (Expense) net of Interest Expense | for Q3 FY2026 | — | “~$55 Million” | Filing ↗ |
| New | Projected non-GAAP tax rate | for FY2026 | — | “13%” | Filing ↗ |
Show 1 item not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | OCI/Oracle Helios GPU Deployment | for Q3 FY2026 | “50,000 GPUs” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Revenue | “~$13 Billion +/- $300 Million” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Gross Margin | “~56%” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| AMD-OpenAI GPU Deployment (initial rollout) | “initial 1-GW rollout of AMD Instinct MI450 GPUs” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Basic shares (Estimate) | “1,636” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Diluted Share Count | “~1.66 Billion shares” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Diluted shares (Estimate) | “1,661” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Dilutive impact from employee equity grants (Estimate) | “25” | for Q3 FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
| Effective Tax Rate | “13% of pre-tax income” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Non-GAAP tax rate | “13%” | for FY2026 | Company-defined | May 5, 2026 | 1 | Filing ↗ |
| OCI/Oracle Helios GPU Deployment | “50,000 GPUs” | for Q3 FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Operating Expenses | “~$3.65 Billion” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Other Income (Expense) net of Interest Expense | “~$55 Million” | for Q3 FY2026 | GAAP-tied | Aug 4, 2026 | 1 | Filing ↗ |
| Projected non-GAAP tax rate | “13%” | for FY2026 | Company-defined | Aug 4, 2026 | 1 | Filing ↗ |
How one item moved
Non-GAAP tax rate, for FY2025 — every statement across the year, each linked to its filing.
How your Semiconductors sector group guides
12 companies in Semiconductors. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Micron Technology | Sep 30, 2026 | 7 changes |
| Broadcom | Sep 2, 2026 | 6 changes |
| Marvell Technology | Aug 27, 2026 | 11 changes |
| Nvidia | Aug 26, 2026 | 6 changes |
| Analog Devices | Aug 19, 2026 | 8 changes |
| Microchip Technology | Aug 6, 2026 | 31 changes |
| AMD | Aug 4, 2026 | 10 changes |
| Onsemi | Aug 3, 2026 | 15 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|
| Revenue | 3 statements | 4 statements | 1 statement | — |
| Revenue from AMD Instinct MI308 sales to China | 1 statement | — | — | — |
| Gross Margin | 3 statements | 1 statement | 1 statement | — |
| AMD-OpenAI GPU Deployment (initial rollout) | 1 statement | — | — | 1 statement |
| Basic shares (Estimate) | 1 statement | — | — | — |
The full record for AMD and its Semiconductors peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 4, 2026 | FY2026 Q2 | 0000002488-26-000121 | 10 | Open filing ↗ |
| May 5, 2026 | FY2026 Q1 | 0000002488-26-000072 | 7 | Open filing ↗ |
| Feb 3, 2026 | FY2025 Q4 | 0000002488-26-000014 | 7 | Open filing ↗ |
| Nov 4, 2025 | FY2025 Q3 | 0000002488-25-000163 | 9 | Open filing ↗ |
| Aug 5, 2025 | FY2025 Q2 | 0000002488-25-000106 | 6 | Open filing ↗ |
| May 6, 2025 | FY2025 Q1 | 0000002488-25-000045 | 7 | Open filing ↗ |
| Feb 4, 2025 | FY2024 Q4 | 0000002488-25-000009 | 7 | Open filing ↗ |
| Oct 29, 2024 | FY2024 Q3 | 0000002488-24-000161 | 7 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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