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Technik·Big Tech

What will AMD say during their next earnings call?

icon for What will AMD say during their next earnings call?
Technik·Big Tech

What will AMD say during their next earnings call?

Aug. 3

Spotify

SpaceX

AMD

Aug. 3

Spotify

SpaceX

AMD

NEU
4. Aug. 2026
Polymarket

$3,694 Vol.

Polymarket

AI / Artificial Intelligence 20+ times

$147 Vol.

96%

CPU 20+ times

$210 Vol.

96%

GPU 10+ times

$167 Vol.

96%

Data Center 10+ times

$284 Vol.

95%

Game / Gaming 5+ times

$154 Vol.

93%

Desktop

$122 Vol.

94%

Pipeline

$150 Vol.

18%

Helios

$420 Vol.

92%

China

$444 Vol.

73%

Microsoft / Azure

$121 Vol.

74%

Meta

$245 Vol.

67%

Supply Chain

$186 Vol.

79%

Frontier

$404 Vol.

31%

Oracle

$0 Vol.

19%

TSMC

$360 Vol.

29%

-No Qualifying Event-

$276 Vol.

3%

This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET. This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No". If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No". The resolution source will be audio of the event. For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdfAMD's upcoming Q2 2026 earnings call on August 4 follows a July 22 Advancing AI event that highlighted Instinct MI350 series accelerators and EPYC server CPU momentum. Traders are focused on data center revenue guidance, where AMD holds roughly 5-7% AI accelerator share against NVIDIA's 70-80% dominance, alongside sequential growth from Q1's $10.3 billion results. Key variables include hyperscaler adoption of AMD's MI300/MI350 GPUs, software ecosystem progress versus NVIDIA's CUDA, and any updated outlook on gross margins near 56% amid ongoing competition from custom ASICs. Recent TSMC supply signals and Meta partnership expansions support expectations for continued double-digit year-over-year expansion.

This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET.

This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".

If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".

The resolution source will be audio of the event.

For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdf
Volumen
$3,694
Enddatum
4. Aug. 2026
Markt eröffnet
Jul 31, 2026, 12:11 PM ET

Resolver

0x65070BE91...
This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET. This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No". If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No". The resolution source will be audio of the event. For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdf
This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET. This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No". If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No". The resolution source will be audio of the event. For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdfAMD's upcoming Q2 2026 earnings call on August 4 follows a July 22 Advancing AI event that highlighted Instinct MI350 series accelerators and EPYC server CPU momentum. Traders are focused on data center revenue guidance, where AMD holds roughly 5-7% AI accelerator share against NVIDIA's 70-80% dominance, alongside sequential growth from Q1's $10.3 billion results. Key variables include hyperscaler adoption of AMD's MI300/MI350 GPUs, software ecosystem progress versus NVIDIA's CUDA, and any updated outlook on gross margins near 56% amid ongoing competition from custom ASICs. Recent TSMC supply signals and Meta partnership expansions support expectations for continued double-digit year-over-year expansion.

This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET.

This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".

If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".

The resolution source will be audio of the event.

For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdf
Volumen
$3,694
Enddatum
4. Aug. 2026
Markt eröffnet
Jul 31, 2026, 12:11 PM ET

Resolver

0x65070BE91...
This market will resolve based on the next earnings announcement of AMD currently scheduled to take place on August 4, 2026 at 5:00 PM ET. This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No". If this event is definitely cancelled, or otherwise is not aired by August 5, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No". The resolution source will be audio of the event. For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Event+Mentions+Contract+DeFi.pdf

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Vorsicht bei externen Links.

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