AMD · Advanced Micro Devices· Filed February 3, 2026high

AMD — Q4 Earnings Release with Forward Guidance

Original: 8-K: Results of Operations / Earnings · Regulation FD Disclosure (Forward Guidance / Comments) · Financial Statements and Exhibits

Summary

AMD filed an 8-K covering Item 2.02 (earnings results) and Item 7.01 (Reg FD), signaling a quarterly earnings release accompanied by forward outlook commentary — likely covering Data Center GPU (MI300/MI350) traction, Client/Gaming trends, and next-quarter revenue guidance. PMs should watch AI accelerator revenue run-rate and gross margin trajectory, as these set the read-across for HBM demand at SK Hynix/Samsung and TSMC's CoWoS allocation. Full filing body not analyzed; description inferred from form + item codes.

Historical Impact

6 past 8-K events at Advanced Micro Devices

Median +5d

+6.98%

Range

-10.70% to +26.19%

Positive outcomes

5/6

Filed	P₀	P₊₅	+5d
May 15, 2026	$424	$467	+10.20%
May 5, 2026	$355	$448	+26.19%

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