Advanced Micro Devices, Inc.
AMD
Jodie read · what matters now
Revenue increased 37.8% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to AMD, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 37.8% versus the comparable filing period.
- Operating margin improved 3.6 percentage points.
- Net income increased 95.1% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Gross margin for the three months ended March 28, 2026 was 53% compared to gross margin of 50% for the prior year period, a 3% increase primarily driven by a favorable product mix, including higher Data Center segment revenue.”
“The increase in gross margin was primarily due to a favorable product mix, including higher Data Center segment revenue.”
“The increase in operating income was primarily driven by higher revenue, partially offset by higher cost of sales and operating expenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind AMD
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 28 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
AMD is currently a Early Follower in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.