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CLAIM #5599 · Advanced Micro Devices Inc (AMD) · 2026Q1 earnings call · May 5, 2026 · due Dec 31, 2026

As we go forward for Q2 and into the second half, we are guiding for a significant amount of growth.

Lisa Su · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Data Center segment (server CPU) revenue growth, year-over-year

It came true if: Q2 and second-half (Q3+Q4) revenue growth > 0%, consistent with 'significant growth' guidance

Where: AMD quarterly earnings release/10-Q, Data Center segment revenue

In context

mentioned second half of the year. It sort of implies that server CPU could grow like 70%, maybe a little more this year. And so I guess my question is, how much of that growth either in June or for the year, is like units versus pricing? Is the -- are these price increases sort of mostly captured in June? Or is that also helping in the back half of the year? Lisa Su: Yes. Tim, the way I would say it is, maybe let me bring you back to Q1 for a moment. So if you look at our significant growth in the server business, it was actually -- although we were up on a year-over-year basis for both ASPs and units, it was actually much more unit driven. So we are shipping more CPUs across not just the high-end Turin family, but we're actually shipping a lot of Genoa sort of the Zen 4 family as well. As we go forward for Q2 and into the second half, we are guiding for a significant amount of growth. I think there's a little bit of ASP in there, but the way we're thinking about pricing, to be fair, is we are in a range where the supply chain is tight. And so there are some inflationary pressures. Costs have gone up a bit, and we are sharing some of that with our customers. But we are also being very thoughtful in -- look, this is -- we're playing out for the long term, and that means that we are -- our goal is to ship more units and a lot more units. And so from that standpoint, you should imagine that the majority of the growth is unit driven, and the ASPs are just really to help cover some of the inflationary pressures. Jean Hu: And just to add to what Lisa said, our ASP is increasing because of the mix where actually each new generation, the core counts, those are increasing, that

Verify independently

SEC filings for AMD · Claim quote is verbatim from the 2026Q1 earnings call.