[{"data":1,"prerenderedAt":221},["ShallowReactive",2],{"triple-beat-AMD":3,"og-beat-monitoring-AMD":220},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":179,"highlightQuarter":143,"highlightDescription":185,"sources":186,"latestStock":217},"AMD","Advanced Micro Devices","AMDはEPYCサーバーCPUとInstinct系データセンターGPU（MI300→MI350→MI450/MI400）でAIインフラ需要を取り込む半導体大手。直近7四半期で売上は$6.8B→$10.3Bへ拡大し、Data Center部門は四半期$3.5B→$5.8Bへ伸長。2025年は対中輸出規制（MI308）で一時的にGPU売上と粗利が毀損したが、2026年にかけてMI350ランプとMeta最大6GW採用等で構造転換が加速。株価は2024年10月の$166から2026年5月には$518へ約3.1倍、時価総額は約$845B。会社の売上ガイドは一貫してコンセンサスを上回るが、上振れ幅は+5〜7%とMicron級ではなく、株価反応はガイド幅の大小に敏感で、ビートしても下落した四半期もある。","EPS ($, 非GAAP)","次Q売上ガイド (midpoint, $B)","株価反応 ($)",[11,33,55,76,98,120,142,163],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":23,"stock":29},"Q3 2024","2024/10/29","Data Center売上$3.55B（+122%）で過去最高も、次Q（$7.5B）ガイドが市場の期待を下回り株価-10.6%。EPSはコンセンサス一致",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$6.82 B","$6.71 B",1.6,17.6,{"actual":21,"consensus":21,"beatPct":22},"$0.92",0,{"revenue":24,"eps":28},{"company":25,"consensus":26,"beatPct":27},"$7.50 B","$7.54 B",-0.5,null,{"reportClose":30,"nextClose":31,"changePct":32},"$166.25","$148.60",-10.6,{"quarter":34,"reportDate":35,"event":36,"revenue":37,"eps":42,"guidance":46,"stock":51},"Q4 2024","2025/2/4","売上・EPSは予想超過もData Center$3.86Bが市場の$4.14B予想に届かず失望、株価-6.3%。次Qガイド$7.1Bは概ねコンセンサス並み",{"actual":38,"consensus":39,"beatPct":40,"yoyPct":41},"$7.66 B","$7.53 B",1.7,24.2,{"actual":43,"consensus":44,"beatPct":45},"$1.09","$1.08",0.9,{"revenue":47,"eps":28},{"company":48,"consensus":49,"beatPct":50},"$7.10 B","$7.00 B",1.4,{"reportClose":52,"nextClose":53,"changePct":54},"$119.50","$112.01",-6.3,{"quarter":56,"reportDate":57,"event":58,"revenue":59,"eps":64,"guidance":68,"stock":72},"Q1 2025","2025/5/6","Data Center$3.67B（+57%）が予想超過。次Q$7.4Bガイドはコンセンサス上回り株価+1.8%。ただしMI308対中規制で$800M引当・Q2に$700M売上喪失を予告",{"actual":60,"consensus":61,"beatPct":62,"yoyPct":63},"$7.44 B","$7.13 B",4.3,36,{"actual":65,"consensus":66,"beatPct":67},"$0.96","$0.94",2.1,{"revenue":69,"eps":28},{"company":70,"consensus":71,"beatPct":67},"$7.40 B","$7.25 B",{"reportClose":73,"nextClose":74,"changePct":75},"$98.62","$100.36",1.8,{"quarter":77,"reportDate":78,"event":79,"revenue":80,"eps":85,"guidance":89,"stock":94},"Q2 2025","2025/8/5","MI308対中規制で$800M引当により非GAAP粗利40%・EPS$0.48に圧迫（除けば粗利約54%）。Data Center$3.2B（+14%）に減速。次Q$8.7Bガイドはコンセンサス超もEPS失望で株価-6.4%",{"actual":81,"consensus":82,"beatPct":83,"yoyPct":84},"$7.69 B","$7.42 B",3.6,32,{"actual":86,"consensus":87,"beatPct":88},"$0.48","$0.49",-2,{"revenue":90,"eps":28},{"company":91,"consensus":92,"beatPct":93},"$8.70 B","$8.30 B",4.8,{"reportClose":95,"nextClose":96,"changePct":97},"$174.31","$163.12",-6.4,{"quarter":99,"reportDate":100,"event":101,"revenue":102,"eps":107,"guidance":111,"stock":116},"Q3 2025","2025/11/4","売上$9.25B過去最高（+36%）で予想を5.8%超過、MI350ランプ本格化。Data Center$4.34B（+22%）。次Q$9.6Bガイドはコンセンサス$9.15B超で株価+2.5%",{"actual":103,"consensus":104,"beatPct":105,"yoyPct":106},"$9.25 B","$8.74 B",5.8,35.8,{"actual":108,"consensus":109,"beatPct":110},"$1.20","$1.17",2.6,{"revenue":112,"eps":28},{"company":113,"consensus":114,"beatPct":115},"$9.60 B","$9.15 B",4.9,{"reportClose":117,"nextClose":118,"changePct":119},"$250.05","$256.33",2.5,{"quarter":121,"reportDate":122,"event":123,"revenue":124,"eps":129,"guidance":133,"stock":138},"Q4 2025","2026/2/3","売上$10.27B（+34%）・EPS$1.53で大幅ビート（EPS+15.9%）、Data Center$5.38B（+39%）。だが次Q$9.8Bガイドが一部の強気期待（$10B超）に届かず株価-17.3%の急落",{"actual":125,"consensus":126,"beatPct":127,"yoyPct":128},"$10.27 B","$9.67 B",6.2,34.1,{"actual":130,"consensus":131,"beatPct":132},"$1.53","$1.32",15.9,{"revenue":134,"eps":28},{"company":135,"consensus":136,"beatPct":137},"$9.80 B","$9.38 B",4.5,{"reportClose":139,"nextClose":140,"changePct":141},"$242.11","$200.19",-17.3,{"quarter":143,"reportDate":144,"event":145,"revenue":146,"eps":151,"guidance":154,"stock":159},"Q1 2026","2026/5/5","売上$10.25B（+38%）・Data Center$5.8B（+57%）で前回ガイド$9.8Bを大幅上回る。次Q$11.2BガイドがStreet約$10.5Bを大きく超えるビート&レイズ、Meta最大6GW Instinct採用発表で株価+18.6%",{"actual":147,"consensus":148,"beatPct":149,"yoyPct":150},"$10.25 B","$9.89 B",3.7,37.9,{"actual":152,"consensus":153,"beatPct":127},"$1.37","$1.29",{"revenue":155,"eps":28},{"company":156,"consensus":157,"beatPct":158},"$11.20 B","$10.50 B",6.7,{"reportClose":160,"nextClose":161,"changePct":162},"$355.26","$421.39",18.6,{"quarter":164,"reportDate":165,"isForecast":166,"event":167,"revenue":168,"eps":171,"guidance":173,"stock":178},"Q2 2026","2026/8/4",true,"2026/8/4 AMC 発表予定。2026/6/22時点のアナリスト予想は当期売上 $11.28 B / 非GAAP EPS $1.61、次Q (3Q 2026) 売上 $12.38 B / EPS $1.81（Koyfin 集約コンセンサス）。",{"actual":169,"consensus":170,"beatPct":28,"yoyPct":28},"n/a","$11.28 B",{"actual":169,"consensus":172,"beatPct":28},"$1.61",{"revenue":174,"eps":176},{"company":169,"consensus":175,"beatPct":28},"$12.38 B",{"company":169,"consensus":177,"beatPct":28},"$1.81",{"reportClose":169,"nextClose":169,"changePct":28},[180,181,182,183,184],"Q2 2026（2026/8/4 発表予定）はアナリスト予想のみ先行入力。当期 売上$11.28 B / EPS$1.61、次Q (3Q 2026) 売上$12.38 B / EPS$1.81 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","会計年度=暦年。各四半期は『Qx 20yy』で表記し、reportDateは決算発表日（米国市場引け後）。EPSは非GAAP希薄化後。","実績・ガイダンスはAMD公式IR/SEC EDGAR(8-K)の一次情報。コンセンサスはCNBC(LSEG)/Zacks/StockStory/Nasdaq集計。株価終値はNasdaq公式ヒストリカル（StockAnalysis.comで照合）。","guidanceのepsは全四半期n/a（AMDは売上ガイドが中心でEPSの会社ガイドを出さない方針）。通年売上ガイドも原則非開示のため通年ガイド欄は設けていない。","ガイダンス上振れ率 = （会社の次Q売上ガイドmidpoint − 発表当時の次Q売上コンセンサス）÷ コンセンサス × 100。コンセンサスは概算値のため±数%の誤差を含む。Q4 2025のEPSビート率はMI308引当戻し等の特殊要因を含む。","Q1 2026（2026/5/5発表）はガイダンスのビート&レイズが株価を素直に押し上げた象徴的な四半期。売上$10.25B（コンセンサス比+3.7%、YoY+38%）、Data Center$5.8B（+57%）で前回会社ガイド$9.8Bを約$450M上回り、次Q売上ガイドを$11.2B（Street約$10.5B比+6.7%、YoY約+46%）へ引き上げた。Meta最大6GWのInstinct採用（初回1GWはMI450ベース）も追い風となり、株価は発表翌日$355→$421へ+18.6%。直前Q4 2025は売上・EPSとも大幅ビートながら次Qガイド$9.8Bが一部の強気期待に届かず-17.3%急落した経緯があり、AMD株は『実績の絶対水準』より『ガイド幅が市場の高い織り込みを超えるか』に反応する構図が鮮明。構造転換は数字で裏打ちされているが、ガイドの上振れ幅は+5〜7%とMicron/Dellの『大幅レイズ連発』ほどではなく、株価上昇の相当部分はData Center売上の絶対水準倍増とMI450ロードマップへの再評価が主因。",[187,190,193,196,199,202,205,208,211,214],{"label":188,"url":189},"AMD Q1 2026 8-K 決算スライド (SEC EDGAR)","https://www.sec.gov/Archives/edgar/data/0000002488/000000248826000072/amdq126earningsslidesfin.htm",{"label":191,"url":192},"AMD Q4 2025 8-K 決算スライド (SEC EDGAR)","https://www.sec.gov/Archives/edgar/data/0000002488/000000248826000014/amdq425earningsslidesfin.htm",{"label":194,"url":195},"AMD Q3 2025 8-K 決算スライド (SEC EDGAR)","https://www.sec.gov/Archives/edgar/data/0000002488/000000248825000163/amdq325earningsslidesfin.htm",{"label":197,"url":198},"AMD Q2 2025 8-K プレスリリース (SEC EDGAR)","https://www.sec.gov/Archives/edgar/data/0000002488/000000248825000106/q22025991.htm",{"label":200,"url":201},"AMD Q1 2025 8-K 決算スライド (SEC EDGAR)","https://www.sec.gov/Archives/edgar/data/0000002488/000000248825000045/amdq125earningsslides.htm",{"label":203,"url":204},"AMD Reports Q3 2024 Financial Results (AMD IR)","https://ir.amd.com/news-events/press-releases/detail/1224/amd-reports-third-quarter-2024-financial-results",{"label":206,"url":207},"CNBC: AMD Q1 2026 earnings report (5/5/26)","https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html",{"label":209,"url":210},"CNBC: AMD stock sinks 17% after earnings (Q4 2025)","https://www.cnbc.com/2026/02/04/amd-stock-earnings-forecast-chips.html",{"label":212,"url":213},"Nasdaq AMD ヒストリカル株価","https://www.nasdaq.com/market-activity/stocks/amd/historical",{"label":215,"url":216},"StockAnalysis.com AMD 概要(株価・時価総額)","https://stockanalysis.com/stocks/amd/",{"date":218,"close":219},"2026-06-18","$537.37","https://log.eurekapu.com/og/pages/general/beat-monitoring-AMD.png?title=AMD%20Advanced%20Micro%20Devices%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=7ee7d8098099eb28",1782528864747]