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What explanation did AMD give for the 31% drop in Gaming revenue?

AMD said the 31% drop in Gaming revenue was mainly due to "lower semi-custom revenue." The company noted its semi-custom Gaming business covers the chips it makes for PlayStation 5, Xbox Series X|S, Steam Deck and other gaming devices. Answered

Lower Xbox and PlayStation sales see AMD's Gaming revenue drop by 31%
How much did AMD's Gaming segment revenue fall in Q2 2026 and what portion of Client and Gaming revenue did it represent?

AMD's Gaming segment revenue fell 31% year-over-year in Q2 2026 to $779 million. That represented about $779 million of the Client and Gaming segment's $3.8 billion in revenue, roughly 20.5 percent. Answered

Lower Xbox and PlayStation sales see AMD's Gaming revenue drop by 31%
Which products did AMD cite as driving the Data Center revenue surge in Q2 2026?

AMD cited strong demand for its AMD EPYC processors and AMD Instinct GPUs as driving the Data Center revenue surge in Q2 2026. This surge was tied to AI demand. Answered

Lower Xbox and PlayStation sales see AMD's Gaming revenue drop by 31%
How do Sony and Microsoft console reports align with AMD’s stated decline in semi-custom revenue?

They line up: Sony reported PlayStation 5 sales fell 36% year-over-year to 1.6 million for the quarter ending June 30, 2026, and Microsoft reported Xbox hardware revenue fell 29% year-over-year, attributing the drop to a lower volume of consoles sold. These declines in console sales correspond with AMD citing "lower semi-custom revenue" as the main reason for its 31% drop in Gaming segment revenue. Answered

Lower Xbox and PlayStation sales see AMD's Gaming revenue drop by 31%