Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., a $600M net loss, up from $100M in Q4 2024, Q1 guidance below est.; INTC drops 11%+ after hours
Intel reported fourth-quarter earnings on Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.
CNBC Kif Leswing
Related Coverage
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Discussion
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@intelnews
@intelnews
on x
“Our conviction in the essential role of CPUs in the AI era continues to grow,” says Intel CEO @LipBuTan1. Read more in our Q4 2025 earnings release: https://newsroom.intel.com/... [image]
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@benbajarin
Ben Bajarin
on x
Intel, like TSMC, was only capped in revenue upside by supply/capacity to meet demand. Most estimates for Intel revenue couldn't account for their wafer capacity so didn't fully know the constraint. CPU demand is off the charts and Intel is likely to be constrained through 26'
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@benbajarin
Ben Bajarin
on x
Yep. I pointed this out right after the commentary that Intel won't invest without customers that we will see it early in capex.
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@kristinaparts
Kristina Partsinevelos
on x
$INTC CFO Dave Zinsner tells me don't expect 14A foundry customer announcements until back half of year. The real signal will be increased capex on 14A - CEO LBT is holding back spending until customers commit. “Once we get them, we're going to need to start spending capital.”