INTC — Intel Corporation
Quarterly Earnings Performance
Calendar 2025
| Quarter |
Period |
Report Date |
Revenue |
YoY Growth |
EPS (non-GAAP) |
Guidance (next qtr) |
Notes |
| Q1 2025 |
Jan–Mar 2025 |
2025-04-24 |
$12.7B |
0% |
$0.13 |
$11.2–$12.4B |
Flat revenue; DCAI +8%, Foundry +7% |
| Q2 2025 |
Apr–Jun 2025 |
2025-07-24 |
$12.9B |
~0% |
−$0.10 |
$12.6–$13.6B |
Beat revenue; $800M impairment charge hurt EPS |
| Q3 2025 |
Jul–Sep 2025 |
2025-10-23 |
$13.7B |
+3% |
$0.23 |
$12.8–$13.8B |
Beat estimates; Altera stake sold in quarter |
| Q4 2025 |
Oct–Dec 2025 |
2026-01-23 |
$13.7B |
−4% |
$0.15 |
$11.7–$12.7B |
Soft guidance; supply constraints flagged |
| FY 2025 |
Full Year |
— |
$52.9B |
0% |
$0.42 |
— |
Flat year; turnaround in progress |
Calendar 2026
| Quarter |
Period |
Report Date |
Revenue |
YoY Growth |
EPS (non-GAAP) |
Guidance (next qtr) |
Notes |
| Q1 2026 |
Jan–Mar 2026 |
2026-04-24 |
$13.6B |
+7% |
$0.29 |
$13.8–$14.8B |
Beat by $1.4B; DCAI +22%, stock +24% |
Upcoming
| Quarter |
Est. Report Date |
Est. Revenue |
Est. EPS |
Source |
| Q2 2026 |
~2026-07-24 |
$13.8–$14.8B (est.) |
$0.20 (est.) |
Q1 2026 guidance |
Commentary
Intel's 2025 was a turnaround year marked by flat revenue at $52.9B and heavy restructuring charges, including an $800M tool impairment in Q2 that dragged non-GAAP EPS negative for that quarter. The second half improved meaningfully, with Q3 non-GAAP EPS reaching $0.23 and Q3 revenue up 3% YoY on data center and client recovery. Q1 2026 delivered a decisive beat — $13.6B revenue vs. $12.4B consensus and $0.29 non-GAAP EPS vs. $0.01 expected — fueled by a 22% surge in Data Center & AI and a 16% gain in Intel Foundry, with the stock surging ~24% post-earnings. Key 2026 catalysts include the Panther Lake CPU ramp, expanded AI inference wins with Google Cloud and xAI, and continued foundry customer growth.
Sources
Intel Reports First-Quarter 2025 Financial Results
Intel Reports Second-Quarter 2025 Financial Results
Intel Reports Third-Quarter 2025 Financial Results
Intel Reports Fourth-Quarter and Full-Year 2025 Financial Results
Intel Reports First-Quarter 2026 Financial Results
Intel Q1 2026 earnings beat on data center, AI demand — Quartz
Intel Q2 FY 2025 Results Beat on Revenue — Futurum
Intel Q3 2025 beats earnings expectations — Investing.com
Intel Q4 2025 earnings report — CNBC
Generated: 2026-05-11