Intel (INTC) Q4 2025 Earnings
How Did INTC Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: +0.57%.
Did INTC Beat Earnings? Q4 2025 Results
Yes. Intel reported Q4 2025 earnings of $0.15 a share on Jan 22, 2026, beating the $0.08 consensus estimate by 80.7%. Revenue was $13.7B against a $13.4B estimate.
Intel posted a stronger-than-expected fourth quarter for fiscal 2025, with non-GAAP EPS of $0.15 clearing the $0.0958 consensus by 56.58% and revenue of $13.67 billion edging past the $13.39 billion estimate by 2.14%, even as total revenue slipped 4.1% year over year. The primary engine behind the upside was momentum in the Data Center and AI segment, which grew 9% year over year to $4.74 billion, offsetting an 8% decline in the Client Computing Group. Those <a href="https://247wallst.com/investing/2026/01/22/live-earnings-will-intel-soar-after-releasing-q4-earnings-tonight/">better-than-expected results</a> came despite Intel Foundry continuing to weigh heavily on consolidated profitability, posting operating losses of $2.51 billion in the quarter. CEO Lip-Bu Tan highlighted Intel 18A — the company's most advanced U.S.-manufactured process node — as a strategic cornerstone for the AI era, though near-term momentum will face friction: Intel guided Q1 2026 revenue to a range of $11.70 billion to $12.70 billion with non-GAAP EPS of $0.00, reflecting supply constraints expected to be at their tightest before improving in the second quarter.
- DCAI revenue grew 9% YoY driven by data center demand and AI adoption
- Exceeded Q4 expectations across revenue, gross margin, and EPS
- Non-GAAP R&D and MG&A expenses reduced 14% YoY to $4.0 billion
- Headcount reduced to 85,100 from 108,900 a year ago through restructuring
“Our conviction in the essential role of CPUs in the AI era continues to grow. We delivered a solid finish to the year and made progress on our journey to build a new Intel. The introduction of our first products on Intel 18A – the most advanced process technology developed and manufactured in the United States – marks an important milestone, and we're working aggressively to grow supply to meet strong customer demand. Our priorities are clear: sharpen execution, reinvigorate engineering excellence, and fully capitalize on the vast opportunity AI presents across all of our businesses.”
Intel CEO, on the earnings call
What Was Intel's Outlook in Q4 2025?
Intel guided Q1 2026 revenue of $11.7 billion to $12.7 billion, with GAAP gross margin of 32.3% and non-GAAP gross margin of 34.5%. GAAP EPS is expected at $(0.21) and non-GAAP EPS at $0.00. The company expects available supply to be at its lowest in Q1 before improving in Q2 and beyond. Demand fundamentals across core markets remain healthy. For full-year 2026, Intel targets non-GAAP operating expenses of approximately $16.0 billion, down from $16.5 billion in 2025.
INTC YoY Financials
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $13.7B | $14.3B | −4.1% |
| Gross Profit | $4.9B | $5.6B | −11.5% |
| Operating Income | $580.0M | $412.0M | +40.8% |
INTC Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.