Lisa Su

“The third quarter was the largest and most profitable in our history as we began ramping our next-generation data center products. Revenue increased 45% year-over-year to $13.4 billion, driven by record Epic and Instinct sales and strong embedded growth.”

“We delivered another outstanding quarter with record revenue and profitability as adoption of our leadership products continued to expand. Revenue increased 50% year-over-year to $11.5 billion, driven by significantly higher sales of Epic, Instinct, Ryzen, and embedded processors.”

“I will now turn the call over to Dr. Sue. Please go ahead. Thank you. Good morning, ladies and gentlemen, and welcome to AMD's 2026 annual stockholders meeting.”

“We delivered an outstanding start to the year, driven by accelerating demand for AI infrastructure across our portfolio. Growth was broad-based, with every segment increasing year-over-year, led by 57% data center revenue growth.”

“2025 was a defining year for AMD, with record revenue, net income, and free cash flow driven by broad-based demand for high-performance computing and AI products.”