Advanced Micro Devices vs. monday.com: Comparing Revenue Trends Between These High-Growth Tech Companies
Key Points
Advanced Micro Devices demonstrates a notably stronger overall financial trajectory with ongoing acceleration in its year-over-year top-line trends, whereas monday.com presents a more moderate and gradually decelerating pace of expansion.
Both Advanced Micro Devices and monday.com recorded overall revenue increases throughout the entire eight-quarter observed period, establishing stable sequential baseline expansions despite divergent long-term annual momentum profiles.
Investors analyzing these financial metrics should monitor whether the current gap in their respective relative growth rates persists, paying attention to whether the slower company eventually stabilizes its trajectory or slows further.
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Advanced Micro Devices: Tracking an Accelerating Quarterly Revenue Trend
Advanced Micro Devices (NASDAQ:AMD) primarily generates revenue by designing, developing, and selling advanced microprocessors, discrete graphics processing units, and highly customized system-on-chip hardware solutions to major global computer manufacturers, enterprise cloud service providers, and retail consumers.
While launching new enterprise graphics processing units and finalizing a large infrastructure supply partnership with Anthropic in July of 2026, it reported a 54% gross margin for the quarter ended June 27, 2026.
monday.com: Maintaining Steady Sequential Quarterly Revenue Expansions
monday.com (NASDAQ:MNDY) primarily generates revenue by selling subscriptions to its proprietary online work system, which allows global organizations of all sizes to continuously build and scale customized software applications and collaborative project management tools.
It announced a broad corporate restructuring plan intended to reduce its total global workforce by roughly one-fifth, and it reported an 88% gross margin for the quarter ended June 30, 2026.
Why Revenue Matters for Stock Investors
Revenue serves as the essential primary indicator of exactly how much total cash a business brings in from its core operations before accounting for any structural operating expenses, debt obligations, or corporate taxes. This metric helps investors measure a company's overall size, market footprint, and long-term trajectory.
Quarterly Revenue Trends for AMD and monday.com
| Calendar quarter | Advanced Micro Devices Revenue | monday.com Revenue |
|---|---|---|
| Q3 2024 | $6.8 billion (quarter ended Sept. 28, 2024) | $251.0 million (quarter ended Sept. 30, 2024) |
| Q4 2024 | $7.7 billion (quarter ended Dec. 28, 2024) | $268.0 million (quarter ended Dec. 31, 2024) |
| Q1 2025 | $7.4 billion (quarter ended March 29, 2025) | $282.3 million (quarter ended March 31, 2025) |
| Q2 2025 | $7.7 billion (quarter ended June 28, 2025) | $299.0 million (quarter ended June 30, 2025) |
| Q3 2025 | $9.2 billion (quarter ended Sept. 27, 2025) | $316.9 million (quarter ended Sept. 30, 2025) |
| Q4 2025 | $10.3 billion (quarter ended Dec. 27, 2025) | $333.9 million (quarter ended Dec. 31, 2025) |
| Q1 2026 | $10.3 billion (quarter ended March 28, 2026) | $351.3 million (quarter ended March 31, 2026) |
| Q2 2026 | $11.5 billion (quarter ended June 27, 2026) | $364.6 million (quarter ended June 30, 2026) |
Data source: Company filings. Data as of Aug. 17, 2026.
Foolish Take
Examining the revenue trends between Advanced Micro Devices and monday.com reveals both are consistently delivering year-over-year increases, although the latter displays an impressive sequential quarterly growth trajectory. That said, AMD's focus on products for the red-hot artificial intelligence sector enables it to experience outsized sales expansion.
For example, AMD's revenue of $11.5 billion in its fiscal second quarter represented a staggering 50% jump over the prior year's $7.7 billion. Meanwhile, monday.com's Q2 sales of $364.6 million was a 22% year-over-year increase.
AMD expects its strong sales trend to continue. It forecasted fiscal Q3 revenue of about $13 billion. monday.com will also extend its streak of quarterly growth with estimated Q3 revenue in the range of $368 million to $370 million.
That said, AMD's rapidly rising revenue has led to its share price valuation increasing as well. It's now at an expensive price-to-sales ratio of 21. monday.com shares are at a more reasonable sales multiple of three.
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Robert Izquierdo has positions in Advanced Micro Devices. The Motley Fool has positions in and recommends Advanced Micro Devices and Monday.com. The Motley Fool has a disclosure policy.
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