--- title: "AMD Reports Q3 Earnings: Revenue Up 45%, Data Centers Account for 64% of Income, Gaming Business Plunges 40%" description: "AMD reported Q3 earnings: revenue rose 45% to $13.38 billion, while the data center segment, which provided 64% of income, nearly doubled. The gaming business dropped 40%, and shares rose 8% in extended trading." date: 2026-11-05T00:24:40.361Z lang: en url: https://xab.info/en/posts/amd-q3-earnings-revenue-data-centers-gaming tags: [amd, financial-results, data-center, ai-chips, nvidia, intel, stocks] author: "Alexander Buran" publisher: "XAB.info" --- # AMD Reports Q3 Earnings: Revenue Up 45%, Data Centers Account for 64% of Income, Gaming Business Plunges 40% ![Glowing AMD company logo on a black background indoors](https://xab.info/media/2026/11/05/amd-otchet-3-kv-vyruchka-45-tsentry-obrabotki-dannyh-igrovoy-segment/amd-otchet-3-kv-vyruchka-45-tsentry-obrabotki-dannyh-igrovoy-segment-1.webp) ## Key Points - AMD's Q3 revenue reached $13.38 billion (+45% YoY), beating the analysts' $13.09 billion forecast; adjusted EPS was $2.09. - The data center segment nearly doubled year-over-year, now accounting for 64% of revenue (up from 47% a year ago); Lisa Su expects server revenue to double by 2027. - The gaming segment dropped 40% to $773 million due to higher prices for gaming devices; the Ryzen client segment grew 7% to $2.949 billion. - The Q4 outlook targets $17 billion in revenue and a 55% gross margin; shares jumped 8% in extended trading. AMD has published its financial results for the third quarter, beating Wall Street expectations. Total revenue reached $13.38 billion against the analysts' consensus forecast of $13.09 billion, up 45% year-over-year from $9.25 billion. Adjusted earnings per share came in at $2.09 compared to the expected $1.95. In extended trading, the company's stock jumped 8%, and since the beginning of the year, its value has risen by approximately 125%, despite a brief three-day drop prior to the report's release amid industry concerns over excessive artificial intelligence spending. ### Data Centers Become the Main Driver The key factor in the earnings report was the data center chip segment, where sales nearly doubled year-over-year. Data centers now account for 64% of the company's total revenue, compared to 47% a year ago. CEO Lisa Su stated that server revenue will double year-over-year by 2027, and growth in data center AI solutions will accelerate faster than the company itself projected 90 days ago. She noted that this segment will become the primary driver of revenue and profit growth, with AMD aiming to substantially scale up supply volumes in 2027. ### Client Segment Grows, Gaming Declines In the client division, revenue from Ryzen PC and laptop processors grew 7% year-over-year to $2.949 billion. This growth was primarily driven by strong sales of mobile Ryzen processors for laptops and mini-PCs rather than desktop chips. A completely different picture emerged in the gaming segment, which includes graphics processors for video cards and semi-custom console chips: it shrank by 40%, generating only $773 million. AMD attributes the downturn to an overall decline in sales of gaming devices, which have become significantly more expensive over the past year. ### Competition with Nvidia and Contrast with Intel Striving to catch up with Nvidia in the AI graphics processor segment, AMD is experiencing a new surge driven by the development of AI agent applications: in October, demand for agentic AI helped push the company's shares to record highs. AMD produces data center GPUs and comprehensive Helios rack systems that directly compete with Nvidia's Grace Blackwell and Vera Rubin solutions; Helios systems are already being deployed in data centers by Meta*, Microsoft, Anthropic, OpenAI, and Oracle. A clear contrast with its main CPU market rival is visible: Intel also reported rising data center revenue in its financial earnings — up an immediate 789% — yet its shares dropped 29% as the company admitted it was unable to satisfy demand. ### Q4 Forecast and Strategic Deals AMD's own forecast for the fourth quarter projects $17 billion in revenue, higher than the average analyst estimate of $16.2 billion; expected gross margin is 55%, compared to the analyst consensus of 55.3%. Strategically, the company continues to strengthen its position in the AI ecosystem: AMD has committed to investing $1 billion in Meta* and $5 billion in Anthropic, and in late September announced the $8.2 billion acquisition of World Labs, a lab specializing in spatial AI and "world models." Taken together, these moves highlight the company's bet on server and AI sectors as the foundation for future growth. * Included in the list of public associations and religious organizations for which a court has made a finalized decision on liquidation or prohibition of activities. ## Fact-Check & Sources - [Игровой бизнес AMD рухнул на 40 %, но взлетевшие продажи серверных чипов перекрыли этот провал window-new](https://3dnews.ru/1150836/igrovoy-biznes-amd-ruhnul-na-40-no-vzletevshie-prodagi-servernih-chipov-perekril-etot-proval) - All figures (revenue $13.38 billion, EPS $2.09, 64% data centers, -40% gaming segment, $17 billion forecast) are taken from the primary report text. ## FAQ ### What was AMD's revenue for the third quarter? Revenue reached $13.38 billion, a 45% increase from the previous year ($9.25 billion) and above the analysts' consensus of $13.09 billion. ### Which segment became the main growth driver? The data center segment: sales nearly doubled year-over-year, and its share of revenue grew to 64% from 47% a year ago. ### What happened to AMD's gaming business? The gaming segment shrank by 40% to $773 million due to an overall decline in sales of higher-priced gaming devices. ### What is AMD's forecast for Q4? The company's own projection is $17 billion in revenue (above the analyst consensus of $16.2 billion) and a gross margin of 55%.