AMD announced its Q2 2026 financial results.

AMD announced its second-quarter 2026 financial results. Revenue for Q2 2026 reached $11.5 billion, with a gross margin of 54%, operating income of $2.0 billion, net income of $2.3 billion, and diluted earnings per share (EPS) of $1.38. On a non-GAAP basis, gross margin was 56%, operating income was $3.1 billion, net income was $2.8 billion, and diluted EPS was $1.66. Dr. Lisa Su, AMD’s Chair and CEO, stated: “AMD delivered outstanding second-quarter results, achieving record revenue and profitability. Data center revenue more than doubled year-over-year. With accelerating demand for EPYC processors, expanding Instinct GPU deployments, and growing Helios production capacity, we enter the second half of the year with strong momentum. More broadly, AI is driving a significant expansion in computing demand across markets. Leveraging our leading product portfolio and growing customer adoption, we are exceptionally well-positioned to capture this expanding market opportunity and deliver substantial revenue and profit growth over the coming years.” Jean Hu, AMD’s Executive Vice President and Chief Financial Officer, stated: “Driven by continued robust growth in our data center business, total company revenue increased 50% year-over-year to a record $11.5 billion in Q2. Data center revenue accounted for 58% of total company revenue this quarter. We expect data center sales to accelerate further in the second half of 2026, driving higher overall revenue growth and sustained expansion in profitability.” Quarterly Business Unit Highlights: • Data Center: Revenue totaled $6.7 billion, up 107% year-over-year, driven primarily by strong demand for AMD EPYC™ processors and AMD Instinct™ GPUs. • Client and Gaming: Revenue totaled $3.8 billion, up 6% year-over-year. Client revenue was $3.1 billion, up 23% year-over-year, driven by strong demand for AMD Ryzen™ processors. Gaming revenue was $779 million, down 31% year-over-year, primarily due to lower semi-custom revenue. • Embedded: Revenue totaled $977 million, up 19% year-over-year, driven by increased demand across multiple end markets. Recent Highlights: • AMD unveiled a series of high-performance computing and AI solutions and announced several strategic partnerships to accelerate AI scale-out: – Launched AMD Helios rack-scale AI solutions—the industry’s highest-performing AI server racks. AMD Helios leads the industry in inference tokens per dollar. Leading AI labs and cloud service providers—including Anthropic, Cirrascale, HUMAIN, Meta, Microsoft, OpenAI, Oracle, Tensorwave, and Vultr—are actively deploying this solution.

38% growth is not simply growth: dissecting Hims’ Q2 performance by geography, M&A impact, and profitability.

1. U.S. revenue: $621.8 million, up 16% year-over-year; 2. International revenue: $131.4 million, versus $7.55 million in the prior-year period—a 1,641% increase. Management noted that this surge was driven by the completion of the Eucalyptus acquisition in June; 3. Subscribers: 2.891 million, up 19% year-over-year; average monthly revenue per subscriber (ARPU) was $92, up 21% year-over-year; 4. Gross margin declined from 76% to 64%; adjusted EBITDA fell from $82.2 million to $60.3 million. Thus, the reported '38% growth' reflects a confluence of geographic expansion, changes in consolidation scope (e.g., acquisitions), subscriber count, ARPU, product mix, and cost structure. Based on disclosed figures, total revenue increased by $208.4 million year-over-year, of which international revenue contributed $123.8 million—approximately 59% of the incremental growth. This is an analytical calculation—not the company’s disclosed 'organic growth rate'—and it would be inappropriate to attribute the entire 59% solely to the acquisition. To assess underlying operational quality, the company must provide a reconciliation bridge detailing contributions from acquisition, foreign exchange, pricing, volume, retention, and product mix. Next quarter, I will focus on five key items: comparable growth in the U.S. business, comparable growth in international operations, acquisition contribution, stability of gross margin, and improvement in cash conversion.

Avient Corp (AVNT) Q2 2026 Earnings Call Highlights: Record Margins and Raised Guidance

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Avient Corp reported strong Q2 2026 earnings with record adjusted EBITDA margins of 18.3% and raised full-year guidance despite macroeconomic uncertainties. The company achieved significant organic sales growth in Asia while repaying $50 million in debt.

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Avient Corp Q2 2026 Earnings Call Highlights: Record Margins and Raised Guidance

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