🔹 Revenue: $13.65B (Est. $13.14B) 🟢; +3% YoY
🔹 Adj EPS: $0.23 (Est. $0.01) 🟢
🔹 Adj Gross Margin: 40.0% (Est. 36.1%) 🟢; +22 pts YoY
🔹 Adj Oper Margin: 11.2% (Est. 3.07%) 🟢; +29 pts YoY
🔸Server demand was surprise
Segment:
🔹 Client Computing Group (CCG): $8.5B (Est. $8.15B) 🟢; UP +5% YoY
🔹 Data Center & AI (DCAI): $4.1B (Est. $3.97B) 🟢; DOWN -1% YoY
🔹 Intel Foundry: $4.2B (Est. $4.51B) 🔴; DOWN -2% YoY
Guidance (Q4’25)
🔹 Revenue: $12.8B–$13.8B (ex-Altera)
🔹 EPS (Non-GAAP): $0.08
🔹 Note: Guidance excludes Altera following majority stake sale
CEO / CFO Commentary
🔸 “AI is accelerating demand for compute and creating attractive opportunities across our portfolio… positioning us well to capitalize over time.”
🔸 “Current demand is outpacing supply, a trend we expect will persist into 2026.”
