AMD Posts Record $10.3B Q1 Revenue But Warns Gaming Will Drop More Than 20% in H2 as Memory Costs Bite

[David_Schroth]

AMD had a lot to like in its Q1 2026 earnings report, and one uncomfortable thing to say out loud: the memory crunch is coming for gaming revenue, and it is coming hard. The company posted record first-quarter revenue of $10.3 billion, beating analyst estimates of $9.84 billion. Non-GAAP earnings per share landed at $1.37, […]

See full article...