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C.G.D. Walker retweeted
$AMD
AMD Q2 2026 EARNINGS:
- Revenue $11.5B, +50% YoY
- Adjusted EPS $1.66, +246% YoY
- Data Center Revenue $6.72B, +107% YoY
- Adjusted EBITDA +$3.3B
- Free Cash Flow +$1.6B
- Capital Expenditures +$808M
Lisa Su:
“We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year. We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.”
INTEL $INTC Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $16.1B (Est. $14.50B) 🟢; +25% YoY
🔹 Adj. EPS: $0.42 (Est. $0.22) 🟢
🔹 Adj Gross Margin: 41.8% (Est. 39%) 🟢; +1,210bps YoY
🔹Raises FY26 Capex $20B (prior $18B)
Q3 Guide:
🔹 Revenue: $15.8B-$16.8B (Est. $15.2B) 🟢
🔹 Non-GAAP EPS: $0.38 (Est. $0.28) 🟢
🔹 GAAP EPS: $0.31
🔹 GAAP Gross Margin: 41.0%
🔹 Non-GAAP Gross Margin: 42.0%
Segment Net Revenue:
🔹 CCPG: $8.9B; +13% YoY
🔹 DCAI: $6.3B; +59% YoY
🔹 Total Intel Products: $15.1B; +28% YoY
🔹 Intel Foundry: $5.8B; +31% YoY
🔹 All Other: $0.7B; -33% YoY
Other Q2 Metrics:
🔹 Non-GAAP Operating Margin: 17.2% (Est. 10.7%) 🟢; +21.1 ppts YoY
🔹 Operating Cash Flow: $7.0B (Est. $5.23B) 🟢
🔹 Non-GAAP Net Income: $2.2B (Est. $1.15B) 🟢
🔹 GAAP EPS: -$2.16; includes a non-cash mark-to-market charge on Escrowed Shares tied to the U.S. government agreement
Comments:
🔸 “Our Q2 results represent our strongest revenue growth in more than fifteen years, enabled by greater speed, accountability, and customer focus.”
🔸 “We delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution, including volume upside driven by higher factory yields and improved cycle times.”
