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Intel reports Q4 revenue of $20B, down 1% YoY, Data Center Group revenue of $6.1B, down 16% YoY, as new CEO commits to manufacturing, stock down ~5% after hours

Kif Leswing / CNBC :

CNBC Kif Leswing

Discussion

  • @quinnypig Corey Quinn on x
    Credit where due, at least they're still profitable. https://twitter.com/...
  • @markhachman Mark Hachman on x
    Intel reports CCG revenue (the PC group) at $10.9B, up 9% year over year. Intel: “Fourth-quarter revenue exceeded prior expectations by $2.6 billion driven by record PC-centric revenue with PC unit volumes up 33 percent YoY led by record notebook sales.”
  • @markhachman Mark Hachman on x
    Those are year over year numbers. Intel also reported $1.42 EPS versus the expected $1.10, which seems kind of crazy.
  • @stshank Stephen Shankland on x
    Intel will reclaim its “'unquestioned leadership in process technology,” incoming CEO and former CTO @patgelsinger predicts as the company reports financial results. But it'll take years, and Intel will rely on rival chipmaker @twsemicon in the meantime. https://www.cnet.com/...
  • @ericjhonsa Eric Jhonsa on x
    Here's $INTC's Q4 report. Revenue of $20B is above October guidance of $17.4B and Q1 sales guidance of $18.6B ($17.5B exc. the NAND business) is above a $16.1B consensus. But there's no full-year guidance in the report. https://www.intc.com/... https://twitter.com/...
  • @markhachman Mark Hachman on x
    Intel's DCG, though (Data Center=Xeon) was down 16% to $6.1B. NSG: Down 1% to $1.2B. Mobileye does very well: up 39% to $333M. These are all year-over-year.
  • @lamonicabuzz Paul R. La Monica on x
    And now here's the $INTC press release a bit earlier than intended. https://www.intc.com/...
  • @stevenrodgersgc Steven Rodgers on x
    #WeAreIntel Congrats and thanks to our team for another record year....our 5th in a row. https://twitter.com/...
  • @markhachman Mark Hachman on x
    Intel's investor preso: “Exceeded October guidance on revenue by $2.6B and EPS by 42 cents.” That's one hell of a beat.
  • @rogoway Mike Rogoway on x
    Before market close, for some reason. Q4 sales were $20B, well above the $17.4B forecast. Q1 forecast is $18.6B, down 6% Y/Y. Not a word about 7nm. May have to wait for the analyst call for the latest on outsourcing. https://twitter.com/...
  • @markhachman Mark Hachman on x
    Intel reports Q4 2020 profits of $5.9B (down 15%) on revenue of $20.0B (down 1%). Q1 forecast is for $18.6B. Analysts cited by Yahoo Finance expected EPS of $1.10 on revenue of $17.5B.