FWD Reddit Mentions | ChartExchange

I have recently made this comment on the daily discussions thread :
[https://www.reddit.com/r/AMD\_Stock/comments/1vjfq4r/comment/p2ochyo/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/AMD_Stock/comments/1vjfq4r/comment/p2ochyo/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
Which basically says :
>I have just completed my extensive review of the 2026Q2 ER, and there is alot I can say that have already been said by others, but let me tell you this
>**ANY 2027 REVINUE ESTIMATE THAT IS LESS THAN $100B IS ABSOULTLY CLUELESS.**
>Just go and read the transcripts to understand what management said about the growth numbers in 2027.
**Here is Why I think that ANY 2027 REVINUE ESTIMATE THAT IS LESS THAN $100B IS ABSOULTLY CLUELESS.**
# Analysts estimates for AMD 2026 & 2027 Revenue:
|**Fiscal Period Ending**|**Revenue Estimate**|**YoY Growth**|**FWD Price/Sales**|**Low**|**High**|**# of Analysts**|
|:-|:-|:-|:-|:-|:-|:-|
|**Dec 2026**|50.81B|46.68%|15.53|48.34B|52.66B|42|
|**Dec 2027**|87.46B|72.14%|9.02|61.26B|116.10B|47|

2026Q2 revenue segments
**Data center: $6,718B Up 107% (you can subtract the $800m charge and adjust the number if you want)**

**Client: 3,841 Up 6%**

**Embedded: $977 Up 19%**

**Now for the Remaining 2 quarters of 2026:**
**For Embedded:**
in Q1 Lisa said the design wins are incredible and Embedded is expected to ramp up well above 20% annually by 2H2026 or something of those sorts, we are starting to see that coming up nicely.
**For client:**
1- AMD Ryzen™ AI Halo releases in Q3 to launch client segment higher
2- Next year DDR5 ram prices are expected to start coming down so the scalpers will start dumping (the No.1 cause of client Ram price increases are scalpers no supply) , If you don't agree you can ignore this and just slap a 10% growth on Client due to CPUS and AI Halo.
So, the client segment is having 2 headwinds pushing it in 2027 (Ram coming down sharply, AMD Ryzen™ AI Halo ramping)

**For Data center:**
For Q3 & Q4 of 2026 We shall have a few $$ from the Q4 Helios ramp: A 0.5 GW for oracle (50,000 MI450s), A fair estimate of half of those 50K GPUs by EOY2026
For 2027 we have Helios ramp and the Anthropic 2 GW+ 2 GW for both OpenAI and META + Microsoft deployment however large that may be.
Also For 2027 management clearly indicated a very well above 100% data center revenue in 2027 compared to 2026.
\--------------------------------------------------------
**For 2027**
So you have a clear & significant growth in all segments, You can with ease estimate a base case for Q3 & Q4 2026, You could therefore add a 100% multiplier For Data center revenue as a Base/Bear case for 2027. as its been given by management.
A $100B becomes an extremely conservative base case here,
$75B-$99B means you're basically bearish on the AMD.
Anything less than 75 means you're basically bearish on the AI Buildout and the whole economy and Expect the Tiwan invasion and the fall of the west as a base case here.

(( low analysts estimates are at $61.26B )) that's basically 2026Q4 multiplied by 4 with no sequential growth whatsoever with no ramps. (( Burry and Ed Z.'s Scenarios ))
So when an ""Analyst "" project less than 100B they're being bearish.
But when so many of them do it that the average estimates becomes bearish enough to be 87.46B then yeah , Alot of those 47 analysts are actually **clueless to what is happening and what management is already giving them as a given data driven from visible obligations.**
as a final cherry on cake, here's a what I believe to be a base case projection of TSMC's projected 2027 capacity allocation, Make of that as you want, and leave a nice comment ...
[LOOK IT UP !!](https://preview.redd.it/h1ws03anknih1.jpg?width=852&format=pjpg&auto=webp&s=ea31f6cfcb3c7c2c4067622130b14705313a6c52)
References :
[https://ir.amd.com/financial-information/financial-results](https://ir.amd.com/financial-information/financial-results)
Q2 2026
Quarter Ended Jun 27, 2026
[Earnings Release](https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results)
[HTML](https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results)
[Earnings ](https://edge.media-server.com/mmc/p/nucz8m7v/)
[Webcast](https://edge.media-server.com/mmc/p/nucz8m7v/)
[Audio](https://edge.media-server.com/mmc/p/nucz8m7v/)
[Transcript](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/webcast_transcript/AMD2Q26EarningsCallTranscript.pdf)
[Slide PresentationPDF](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/presentation/AMD+Q2+2026+Earnings+Slides+FINAL.pdf)
[Financial Tables:](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/financial_tables_pdf/Q2+2026+GAAP+and+Non-GAAP+Earnings+Tables.pdf)
[ PDF](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/financial_tables_pdf/Q2+2026+GAAP+and+Non-GAAP+Earnings+Tables.pdf)
[ XLSX](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9237/financial_tables_xlsx/Q2+2026+GAAP+and+Non-GAAP+Earnings+Tables.xlsx)
Q1 2026
Quarter Ended Mar 28, 2026
[Earnings Release](https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results)
[HTML](https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results)
[Earnings Webcas](https://edge.media-server.com/mmc/p/ib3y8hjv)[t](https://edge.media-server.com/mmc/p/ib3y8hjv)
[Audio](https://edge.media-server.com/mmc/p/ib3y8hjv)[Transcript](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/webcast_transcript/AMD_1Q_2026_Earnings.pdf)
[Slide Presentation](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/presentation/AMD+Q1%2726+Earnings+Slides+Final.pdf)
[PDF](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/presentation/AMD+Q1%2726+Earnings+Slides+Final.pdf)
[Financial Tables](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/financial_tables_pdf/Q1+2026+GAAP+and+Non-GAAP+Earnings+Tables.pdf)
[PDF](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/financial_tables_pdf/Q1+2026+GAAP+and+Non-GAAP+Earnings+Tables.pdf)[ ](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/financial_tables_xlsx/Q1+2026+GAAP+and+Non-GAAP+Earnings+Tables.xlsx)
[XLSX](https://d1io3yog0oux5.cloudfront.net/_55290e38f3fafb37f420fede91561c89/amd/db/841/9232/financial_tables_xlsx/Q1+2026+GAAP+and+Non-GAAP+Earnings+Tables.xlsx)

*That's all folks*

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