Embedded (Xilinx portfolio)
Revenue up 19% y/y to $977M in Q2 2026, after a down 2025 year.
The numbers
What it is
FPGAs, adaptive SoCs and embedded processors from the Xilinx acquisition, sold into industrial, automotive, communications, aerospace and test equipment markets. Design wins take years to turn into revenue. Analyst Day targets call for over 10% revenue CAGR across Embedded and Client and Gaming.
Why it matters to the stock. Embedded is the steadier, lower-growth part of AMD. Industrial and automotive demand sets the trend, and it is a small share of total revenue.
News
AMD Q2 2026 revenue rises 50% to $11.5B; Data Center more than doubles
AMD reported Q2 2026 revenue of $11.54 billion, up 50% year over year, with Data Center revenue of $6.72 billion, up 107%.
AMD guides Q1 2026 revenue to $9.8B, below expectations, and only about $100M of China MI308 sales
AMD guided first-quarter 2026 revenue to about $9.8 billion plus or minus $300 million, with non-GAAP gross margin near 55%.