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Intel (INTC)
NASDAQ:INTC
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
0.13Same Quarter Last Year
Based on 32 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: tangible operational and product milestones (Series 3 launch, Intel 18A shipping, ASIC growth, consecutive quarterly beats, improved cash and partner investments) demonstrate meaningful progress and positioning for AI-driven demand. However, material near-term challenges persist — most notably acute supply constraints (inventory misalignment, yield and throughput shortfalls), Q1 revenue and margin guidance weakness, negative full-year adjusted free cash flow for 2025, and significant foundry losses from early node ramps. Management conveyed confidence in a multi-year recovery path but flagged execution and supply risks that will determine near-term performance.Company Guidance
Q4 Revenue Beat and Quarterly Performance
Fourth quarter revenue of $13.7B came in at the high end of guidance; Q4 marked the fifth consecutive quarter of revenue above guidance.
Improved Margins and EPS Outperformance
Q4 non-GAAP gross margin was 37.9%, approximately 140 basis points ahead of guidance; Q4 non-GAAP EPS was $0.15 versus guidance of $0.08.
Strong Cash Generation in Q4
Q4 operating cash flow was $4.3B with gross CapEx of $4B and positive adjusted free cash flow of $2.2B in the quarter.
Balance Sheet Strengthening and Strategic Investments
Exited 2025 with $37.4B of cash and short-term investments; NVIDIA's $5B investment closed in Q4; completed monetizations and repaid $3.7B of debt.
Client Product Momentum — Core Ultra Series 3 (Panther Lake)
Delivered 3 Series 3 SKUs ahead of the commitment of one; Series 3 will power 200+ notebook designs; reported up to 27 hours battery life, 70% gen-on-gen graphics improvement and 50%-100% better industry benchmark performance versus peers.
Data Center & AI Infrastructure Growth
DCAI revenue of $4.7B in Q4, up 15% sequentially and described as the fastest sequential growth this decade; Granite Rapids and mainstream Xeon ramps expected to benefit from expanding CPU role in AI workloads.
ASIC and Custom Silicon Momentum
Custom ASIC business grew >50% year-over-year in 2025, 26% sequentially, and reached an annualized revenue run rate greater than $1B in Q4.
Foundry and Advanced Process Milestones
Shipping first products built on Intel 18A (U.S.-manufactured gate-all-around transistors with backside power); Intel Foundry revenue grew 6.4% sequentially to $4.5B; EUV wafer mix increased to >10% of wafers in 2025 from <1% in 2023.
Full-Year Cost Discipline
Full-year non-GAAP OpEx of $16.5B, down 15% versus 2024, reflecting reorganization and simplification efforts.
INTC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
INTC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 22, 2026 | $54.32 | $45.07 | -17.03% |
Oct 23, 2025 | $38.16 | $38.28 | +0.31% |
Jul 24, 2025 | $22.63 | $20.70 | -8.53% |
Apr 24, 2025 | $21.49 | $20.05 | -6.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Intel (INTC) report earnings?
Intel (INTC) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Intel (INTC) earnings time?
Intel (INTC) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is INTC EPS forecast?
INTC EPS forecast for the fiscal quarter 2026 (Q1) is 0.01.
