AMD Forecasts $9.88 B Q1 Revenue, Data Center Sales Up 52%
AMD•AMD is forecast to report Q1 EPS of $1.28 on revenue of $9.88 billion, led by a 52% jump in data center sales to $5.6 billion and the launch of its Helios rack-scale system. Client revenue is seen at $2.73 billion (+19%) while gaming revenue trails at $668 million.
1. Q1 Earnings Expectations
AMD is set to report Q1 EPS of $1.28 on revenue of $9.88 billion, up from $0.96 EPS and $7.43 billion in the year-ago quarter, reflecting broad demand for its processor and graphics offerings.
2. Data Center Growth and Helios Launch
Data center revenue is projected at $5.6 billion, a 52% year-over-year increase, driven by enterprise uptake of its CPUs and GPUs and the pending rollout of the Helios rack-scale system combining both product lines.
3. Client and Gaming Segments
Client computing is expected to generate $2.73 billion (+19%), supported by commercial and consumer PC sales, while gaming revenue is forecast at $668 million, pressured by higher memory costs and tight component supplies.
4. PC Market Headwinds
Rising memory prices and forecasts of an 11.3% drop in global PC shipments in 2026 pose risks to AMD’s entry-level PC business, potentially weighing on client revenue growth in coming quarters.
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