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AMD's Gaming Revenues Set to Decelerate: What's the Path Ahead?
ZACKS· 2026-03-31 16:11
Key Takeaways AMD Q4 gaming revenues rose 50% YoY to $843M on higher semi-custom sales and RX 9000 GPU demand.AMD gaming revenue fell 35% sequentially; semi-custom SoC revenue to drop double digits in 2026. AMD sees Q1 2026 revenue down 5% sequentially but up ~32% YoY, led by Data Center and Client growth. Advanced Micro Devices’ (AMD) Gaming revenues jumped 50% year over year to $843 million in the fourth quarter due to higher semi-custom sales. Gaming GPU revenues increased due to strong demand for the co ...