CLAIM #5580 · Advanced Micro Devices Inc (AMD) · 2026Q1 earnings call · May 5, 2026

“Looking ahead, we expect demand for our Ryzen CPUs to remain solid in the second quarter.”

Lisa Su · CEO

How to check this claim

Look at: Client segment revenue (Ryzen CPU-driven), year-over-year growth, second quarter fiscal 2026

It came true if: Client segment revenue Q2 2026 > Client segment revenue Q2 2025 (positive year-over-year growth)

Where: AMD quarterly earnings release / 10-Q, Client segment revenue disclosure

Knowable after: 2026-07-31

In context

“r and commercial markets. In desktop, we strengthened our Ryzen lineup, including our latest X3D processors that deliver leadership performance across gaming, content creation and professional workloads. We also introduced the Ryzen AI 400 series and Ryzen AI Pro 400 series desktop CPUs, expanding our AI PC offerings across both consumer and commercial systems. In Mobile, we delivered strong growth driven by a richer product mix as Ryzen 400 mobile PC shipments ramped and commercial adoption increased. Commercial was a key highlight in the quarter with sell-through of Ryzen Pro PCs increasing more than 50% year-over-year as Dell, HP and Lenovo broadened their AMD offerings. We also closed new enterprise wins across large technology, financial services, health care and aerospace customers. Looking ahead, we expect demand for our Ryzen CPUs to remain solid in the second quarter. However, we are planning for second half PC shipments to be lower due to higher memory and component costs. Against this backdrop, we still expect our client revenue to grow year-over-year and outperform the market, driven by the strength of our Ryzen portfolio and expanding commercial adoption. In Gaming, revenue increased 11% year-over-year to $720 million. Semi-custom revenue declined year-over-year as expected at this stage of the console cycle, while engagements with customers on next-generation platforms remain strong. In graphics, revenue increased year-over-year led by demand for our latest generation Radeon 9000 series GPUs. We also strengthened our Radeon portfolio with updates to our FSR software that improved performance and digital quality across a broad set of gaming workloa”

Verify independently

SEC filings for AMD ↗ · Quote is verbatim from the 2026Q1 earnings call.