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Intel
Intel (INTC) investor relations material
Intel Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary22 Jan, 2026
Executive summary
Achieved solid progress in 2025 by simplifying the organization, strengthening the balance sheet, and forging partnerships, with Q4 results exceeding expectations for revenue, gross margin, and EPS despite supply constraints and a 4% year-over-year revenue decline.
AI-driven demand is expanding across all compute markets, including x86, GPU/ASIC, and U.S.-based foundry ambitions, positioning the company for sustainable growth.
Strategic focus on x86 franchise, data center, AI accelerators, ASICs, and building a trusted U.S. foundry.
Major product launches included the Intel Core Ultra Series 3, the first AI PC platform on Intel 18A process technology.
Completed $5.0 billion sale of common stock to NVIDIA, strengthening the balance sheet.
Financial highlights
Q4 2025 revenue was $13.7 billion, down 4% year-over-year but at the high end of guidance and $0.4 billion above the October outlook.
Non-GAAP gross margin for Q4 was 37.9%, 1.4 points above outlook; GAAP gross margin was 36.1%.
Q4 non-GAAP EPS was $0.15, beating guidance and up $0.02 year-over-year; GAAP EPS was $(0.12).
Full-year 2025 revenue was $52.9 billion, flat year-over-year.
Adjusted free cash flow for Q4 2025 was $2.2 billion; full-year adjusted free cash flow was $2.2 billion.
Outlook and guidance
Q1 2026 revenue guidance is $11.7–$12.7 billion, with a midpoint of $12.2 billion, reflecting acute internal supply constraints and a $0.5 billion year-over-year decline at the midpoint.
Q1 2026 non-GAAP gross margin expected at 34.5%, down 4.7 points year-over-year; GAAP gross margin guidance is 32.3%.
Q1 2026 non-GAAP EPS guidance is $0.00, down $0.13 year-over-year; GAAP EPS guidance is $(0.21).
Full-year 2026 CapEx expected to be flat to slightly down, weighted to the first half, supporting demand for 2027 and beyond.
Positive adjusted free cash flow expected for 2026; all $2.5 billion of debt maturities to be retired.
Status of Intel 14A external customer?
Detail DOC equity release terms.
Which specific AI products drive growth?
Intel 18A strategic importance
When will supply shortages ease?
Intel 14A external customer requirement
When will 14A external customer capacity commitments drive CapEx?
What drives Coral Rapids acceleration efforts?
How do supply constraints impact x86 server share?
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Next Intel earnings date
Q1 202623 Apr, 2026
Intel
Next Intel earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Semiconductors and Computer Components
Intel Corporation is a technology company with a primary focus on the design and manufacturing of advanced semiconductor products. The company was founded in 1968 by two legends of the semiconductor field, Gordon Moore and James Noyce. Intel is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
Intel's Product Suite and Applications
The company's most well-known product line is its x86 series of microprocessors, which have been a key component of many personal computers for decades. Intel's processors are found in a vast array of devices, including desktops, laptops, servers, and embedded systems. In addition to microprocessors, Intel's product portfolio includes a wide range of complementary technologies.
These include chipsets, which manage data flow between the processor, memory, and peripherals; integrated graphics, which provide visual processing capabilities within the CPU; and memory solutions, such as solid-state drives (SSDs) and advanced memory technologies like Optane, designed to enhance data storage and retrieval speeds. Intel's connectivity products, including Ethernet controllers and network interface cards, are also integral to the efficient operation of networked systems.
Intel's products see use across multiple sectors. In cloud computing, Intel processors power many of the servers that support cloud infrastructure, enabling the storage, processing, and delivery of vast amounts of data.
The company is also at the forefront of artificial intelligence (AI), developing hardware optimized for AI workloads, such as the Intel Nervana Neural Network Processor. In the field of autonomous driving, Intel's acquisition of Mobileye, a leader in computer vision technology, has positioned it as a key player in developing the technologies required for self-driving vehicles.
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