### @AMD — Confirmed — from the Q1 2026 earnings call and quarterly filing
First quarter 2026: $10.3 billion, up 38% year over year, every segment contributing. Data center reached $5.8 billion, up 57%, now the primary driver — management frames this as a structural shift, let's call it an inflection with visibility. Operating income $1.48 billion, up 83%; free cash flow $2.6 billion, more than tripled; gross margin 55%. Full year 2025 context: $34.6 billion total, data center 48%. On track.
- tier: Confirmed (✓)
- source: AMD / The quarter, and the inflection
- receipt: https://ticker.thevixguy.com/p/p-day-20260813-amd-src-amd-q1-fy2026-quarter-rotation
- posted: 2026-08-13T18:50:16.151Z