/
Navigation
Chronicles
Browse all articles
Explore
Semantic exploration
Research
Entity momentum
Nexus
Correlations & relationships
Story Arc
Topic evolution
Drift Map
Semantic trajectory animation
Posts
Analysis & commentary
Pulse API
Tech news intelligence API
Browse
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
Concept Search
Semantic similarity search
High Impact Stories
Top coverage by position
Sentiment Analysis
Positive/negative coverage
Anomaly Detection
Unusual coverage patterns
Analysis
Rivalry Report
Compare two entities head-to-head
Semantic Pivots
Narrative discontinuities
Crisis Response
Event recovery patterns
Connected
Search: /
Command: ⌘K
Embeddings: large
TEXXR

Chronicles

The story behind the story

days · browse · Enter similar · o open

Intel reports Q3 revenue down 6% YoY to $13.28B, vs. $13.02B est., a net loss of $16.99B, and Q4 guidance above estimates; INTC jumps 6%+ after hours

Intel shares rose 7% in extended trading on Thursday after the chipmaker reported better-than-expected earnings and issued quarterly guidance that topped estimates.

CNBC Jordan Novet

Discussion

  • @firstadopter Tae Kim on threads
    Intel CEO said Intel has not received any Chips Act disbursement yet.  “I'm frustrated that's it's been so slow to move forward,” he said.  “The Chips Act was passed well over two years ago.  We're disappointed that we haven't seen the grant funding yet, in a period where I've in…
  • @iancutress @iancutress on x
    Intel up 15% after hours. On 15% GMs. Go figure. [image]
  • @hpc_guru @hpc_guru on x
    Everything you want to know about @Intel Q3 financial results in 🧵by @IanCutress 👇 o Tough times at Intel as Gross Margin at 15% o Significant restructuring charges ➡️ Net Loss o $10B cost reduction plan o #18A on target, regular node cadence at 14A and beyond #HPC #AI
  • @iancutress @iancutress on x
    Intel confirmed that Lunar Lake is lower margin than normal - external foundry plus memory. We knew that. But they're also saying that when they new AI PC would the road, they tripled orders for volume from TSMC and for the memory. More revenue, more units, at lower than margin.
  • @iancutress @iancutress on x
    For those that didn't catch the announcements or my twitter stream of consciousness during the call, here's my write up on @intel's Q3'2024 financials ($INTC). The scary looking Hallowe'en numbers aren't so scary after all. https://open.substack.com/... [image]
  • @iancutress @iancutress on x
    $INTC margins crater for 2024 Q3. DCAI/NEX up, rest down 🧵 vs 23Q3 💵 Revenue $13.3b, down 6% (Guide 13b) 📈 Gross Margin 15% GAAP, down 27.5pp (Guide 34.5) 💰 Net Income -$16.6b, down from $0.3b 🪙 EPS -$3.88, down from $0.07 Outlook: 💵 Revenue $13.8b, +- $500m 📈 GM 36.5% [image]
  • @patrickmoorhead Patrick Moorhead on x
    Surprised on $INTC that Wall Street is looking past the raw profit numbers. Intel Q3: •Good revenue, expense control and a solid guide. •Intel beat on revenue by $260M •Good “Patrick” Adjusted gross margins in the 40s and better than expected EPS expecting 3 cent loss turned
  • @benbajarin Ben Bajarin on x
    Investors like what they see with $INTC earnings. Stock is up ~12% AH. Revenue to the mid-point of guidance, and Q3 results exceeded expectations. Restructuring charges meaningfully impacted Q3 profitability. Hopefully the worst is over.
  • r/wallstreetbets r on reddit
    Intel shares pop 15% on earnings beat, uplifting guidance