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Intel Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue was $16.513B, up 20.9% YoY; non-GAAP gross margin was 44.1% and non-GAAP EPS was $0.52, all above outlook.
DCAI and Foundry growth offset weaker client demand; server CPU demand strengthened with AI investment, while PC demand faced memory shortages.
YTD net loss attributable to shareholders was $11.4B, including a $12.6B escrowed-share fair-value loss and $3.9B goodwill impairment.
Foundry yields, cycle times and costs improved, though capacity expansion and process-node investment remain substantial.
Long-term opportunities cited across CPUs, purpose-built silicon, advanced packaging, foundry, edge AI and physical AI.
Financial highlights
Q3 GAAP gross profit was $7.1B versus $5.2B; operating income was $2.522B versus $683M, while net income attributable to shareholders was $3.320B versus $4.063B YoY.
Q3 non-GAAP EPS was $0.52 versus $0.38 guided; GAAP diluted EPS was $0.60 versus $0.90 YoY.
Q3 operating cash flow was $5.1B and adjusted free cash flow was $1.639B; quarter-end cash and short-term investments were $54.0B.
YTD operating cash flow was $13.2B, capital expenditures were $10.2B, and diluted EPS was $(2.22).
Outlook and guidance
Q4 revenue guidance is $15.0B–$16.0B; at the $15.5B midpoint, non-GAAP gross margin is 38%, tax rate 11% and EPS $0.25.
Q4 guidance includes an estimated $300M revenue and 200 bps gross-margin impact from the Fab 28 incident, primarily affecting 10nm server products.
Q4 DCAI revenue is expected to grow mid-teens sequentially; CCPG revenue is expected to decline more than 20% sequentially.
Server CPU units are expected to grow >30% in 2026 and 2027; PC unit TAM is forecast to decline ~12% in 2026 and ~10% in 2027.
2026 gross CapEx remains on track at $20B; 2027 spending is expected to rise strongly, with negative free cash flow anticipated.
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Latest events from Intel
- Major investments target advanced nodes and packaging as data center demand surges and margins improve.INTC
Deutsche Bank 2026 Technology Conference - Q2 2026 revenue and EPS beat guidance, but one-time losses drove a GAAP net loss.INTCQ2 2026
- Q4 2025 beat guidance with strong AI-driven growth, but supply constraints and risks persist.INTCQ4 2025
- Q3 results beat guidance with strong AI-driven growth, but supply remains tight into 2026.INTCQ3 2025
- Q2 revenue was flat, but deep losses from restructuring and impairments drove a $2.9B net loss.INTCQ2 2025
- Q2 revenue was $12.8B, with $10B+ cost cuts and dividend suspension amid margin pressure.INTCQ2 2024
- Q3 net loss of $16.6B on $13.3B revenue, with major impairments; 2025 targets recovery.INTCQ3 2024
- Q1 2025 revenue flat at $12.7B; cost cuts and restructuring amid macro and legal risks.INTCQ1 2025
- Q4 beat guidance, but 2025 outlook is cautious amid macro and competitive headwinds.INTCQ4 2024
Next Intel earnings date
Q4 202621 Jan, 2027
Intel
Next Intel earnings date
Q4 202621 Jan, 2027
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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.