Q4 2025 Intel Corp Earnings Call Transcript

Jan 22, 2026 / 10:00 PM GMT

Release Date Price: CHF42.56 (-82.98%)

Transcript 10-K8-K

Key Points

Positve

Intel Corp (INTC) reported Q4 revenue, gross margin, and EPS above guidance, marking the fifth consecutive quarter of exceeding expectations.
The company launched its Core Ultra Series 3, built on the advanced Intel 18A manufacturing process, ahead of schedule, with favorable performance reviews.
Intel Corp (INTC) is making significant progress in AI-driven computing, with strong demand for its data center and AI products.
The company is actively engaging with potential external customers for its Intel 14A process, with expectations of securing commitments in the second half of the year.
Intel Corp (INTC) has strengthened its balance sheet through strategic partnerships and investments, providing flexibility to pursue long-term goals.

Negative

Intel Corp (INTC) faces supply constraints that have limited its ability to fully meet market demand, particularly in the first quarter of 2026.
The company's gross margin is under pressure due to product mix and increased costs associated with the early ramp of Intel 18A.
There are ongoing challenges in improving yield and cycle times, which are critical for increasing supply without additional capital expenditure.
Intel Corp (INTC) is experiencing constraints in key components like DRAM and NAND, which could limit revenue opportunities in 2026.
The company is still in the early stages of building its foundry business, which requires significant time and resources to achieve meaningful revenue.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

INTC.OQ - Intel Corp
Q4 2025 Intel Corp Earnings Call
Jan 22, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Intel Corporation's 4th quarter, 2025 earnings comp call.

At this time, all participants are listen-only mode after the speaker's presentation, there will be a question-and-answer session, to ask a question during the session, you'll need to press star 11 on your telephone.

If your question has been answered and you'd like to remove yourself from the queue, simply press star 11 again.

As reminded today's program is being recorded.

And now I'd like to introduce your host for today's program, Mr.

John Pitter, senior vice

President of investor relations.

Please go ahead, sir.

Thank you, Jonathan, and good afternoon to everyone joining us today.

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