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Guidance history, every release

AMD (AMD) · 8 releases, Oct 29, 2024 to Aug 4, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Oct 29, 2024 FY24 Q3	Feb 4, 2025 FY24 Q4	May 6, 2025 FY25 Q1	Aug 5, 2025 FY25 Q2	Nov 4, 2025 FY25 Q3	Feb 3, 2026 FY25 Q4	May 5, 2026 FY26 Q1	Aug 4, 2026 FY26 Q2
For FY2026
Revenue	—	—	—	—	—	—	—	New“~$13 Billion +/- $300 Million”
Revenue	—	—	—	—	—	—	New“~$11.2 Billion +/- $300 Million”	—
Revenue	—	—	—	—	—	New“~$9.8 Billion, +/- $300 Million”	—	—
Revenue from AMD Instinct MI308 sales to China	—	—	—	—	—	New“~$100 Million”	—	—
Gross Margin	—	—	—	—	—	—	—	New“~56%”
Gross Margin	—	—	—	—	—	—	New“~56%”	—
Gross Margin	—	—	—	—	—	New“~55%”	—	—
AMD-OpenAI GPU Deployment (initial rollout)	—	—	—	—	New“initial 1-GW rollout of AMD Instinct MI450 GPUs”	—	—	—
Basic shares (Estimate)	—	—	—	—	—	—	—	New“1,636”
Diluted Share Count	—	—	—	—	—	—	—	New“~1.66 Billion shares”
Diluted Share Count	—	—	—	—	—	—	New“~1.66 Billion shares”	—
Diluted Share Count	—	—	—	—	—	New“~1.65 Billion shares”	—	—
Diluted shares (Estimate)	—	—	—	—	—	—	—	New“1,661”
Dilutive impact from employee equity grants (Estimate)	—	—	—	—	—	—	—	New“25”
Effective Tax Rate	—	—	—	—	—	—	—	New“13% of pre-tax income”
Effective Tax Rate	—	—	—	—	—	—	New“13% of pre-tax income”	—
Effective Tax Rate	—	—	—	—	—	New“~13% of pre-tax income”	—	—
Interest Expense/Other Income (Expense), net	—	—	—	—	—	—	New“$60 Million”	—
Interest Expense/Other Income (Expense), net	—	—	—	—	—	New“~$35 Million”	—	—
Non-GAAP tax rate	—	—	—	—	—	—	New“13%”	—
OCI/Oracle Helios GPU Deployment	—	—	—	—	New“50,000 GPUs”	—	—	—
Operating Expenses	—	—	—	—	—	—	—	New“~$3.65 Billion”
Operating Expenses	—	—	—	—	—	—	New“~$3.3 Billion”	—
Operating Expenses	—	—	—	—	—	New“~$3.05 Billion”	—	—
Other Income (Expense) net of Interest Expense	—	—	—	—	—	—	—	New“~$55 Million”
Projected non-GAAP tax rate	—	—	—	—	—	—	—	New“13%”
For FY2025
Revenue	—	—	—	—	New“~$9.6 Billion, +/- $300 Million”	—	—	—
Revenue	—	—	—	New“~$8.7 Billion, +/- $300 Million”	—	—	—	—
Revenue	—	—	New“~$7.4 Billion, +/- $300 Million”	—	—	—	—	—
Revenue	—	New“~$7.1 Billion, +/- $300 Million”	—	—	—	—	—	—
Gross Margin	—	—	New“~43%, including $800M inventory charge; ~54%, excluding this one-time charge”	—	—	—	—	—
Diluted Share Count	—	—	—	—	New“~1.65 Billion shares”	—	—	—
Diluted Share Count	—	—	—	New“~1.63 Billion shares”	—	—	—	—
Diluted Share Count	—	—	New“~1.64 Billion shares”	—	—	—	—	—
Diluted Share Count	—	New“~1.64 Billion shares”	—	—	—	—	—	—
Effective Tax Rate	—	—	—	—	New“~13% of pre-tax income”	—	—	—
Effective Tax Rate	—	—	—	New“~13% of pre-tax income”	—	—	—	—
Effective Tax Rate	—	—	New“~13% of pre-tax income”	—	—	—	—	—
Effective Tax Rate	—	New“~13% of pre-tax income”	—	—	—	—	—	—
Interest Expense/Other Income (Expense), net	—	—	—	—	New“~$37 Million”	—	—	—
Interest Expense/Other Income (Expense), net	—	—	—	New“~$10 Million”	—	—	—	—
Interest Expense/Other Income (Expense), net	—	—	New“~$(5) Million”	—	—	—	—	—
Interest Expense/Other Income (Expense), net	—	New“~$24 Million”	—	—	—	—	—	—
Non-GAAP tax rate	—	—	New“13%”	Reiterated“13%”	Reiterated“13%”	—	—	—
Operating Expenses	—	—	—	—	New“~$2.8 Billion”	—	—	—
Operating Expenses	—	—	—	New“~$2.55 Billion”	—	—	—	—
Operating Expenses	—	—	New“~$2.3 Billion”	—	—	—	—	—
Operating Expenses	—	New“~$2.1 Billion”	—	—	—	—	—	—
Ryzen enterprise platforms	—	New“100+”	—	—	—	—	—	—
For FY2024
Revenue	New“~$7.5 Billion, +/- $300 Million”	—	—	—	—	—	—	—
Gross Margin	New“~54.0%”	—	—	—	—	—	—	—
Diluted Share Count	New“~1.64 Billion shares”	—	—	—	—	—	—	—
Effective Tax Rate	New“~13% of pre-tax income”	—	—	—	—	—	—	—
Interest Expense/Other Income (Expense), net	New“~$17 Million”	—	—	—	—	—	—	—
Operating Expenses	New“~$2.05 Billion”	—	—	—	—	—	—	—
Projected non-GAAP tax rate	New“13%”	—	—	—	—	—	—	—
Ryzen AI platforms expected to be available from leading OEMs	—	New“150+”	—	—	—	—	—	—
No period stated
AMD-OpenAI GPU Deployment (total)	—	—	—	—	New“6-GW of AMD GPUs”	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.