Intel reported a solid finish to 2025, with revenue and EPS exceeding expectations despite industry-wide supply shortages. The company is making progress on its strategic priorities, including the introduction of its first products on the advanced Intel 18A process technology and managing strong customer demand for AI-related products.
Non-GAAP EPS of $0.15 exceeded expectations.
positiveNon-GAAP gross margin improved to 37.9% in Q4 2025, up from 36.7% in FY 2024.
positiveFull-year revenue was flat YoY at $52.9 billion, showing resilience.
neutralIntel 18A process technology ramped to high-volume manufacturing, a key milestone for future competitiveness.
positiveQ4 2025 revenue was $13.7 billion, down 4% year-over-year.
negativeGAAP net income attributable to Intel was a loss of $591 million in Q4 2025, compared to a loss of $126 million in the prior year.
negativeGAAP EPS attributable to Intel was $(0.12) in Q4 2025, a decline from $(0.03) in the prior year.
negativeThe company expects available supply to be at its lowest level in Q1 2026, impacting potential sales.
attentionMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total |
|---|---|---|---|---|
Client Computing Group (CCG) | $8193000.0B | $8769000.0B | -6.6% | 45.5% |
Data Center and AI (DCAI) | $4737000.0B | $4351000.0B | +8.9% | 26.3% |
Intel Foundry | $4507000.0B | $4340000.0B | +3.8% | 25.0% |
All other | $574000.0B | $1113000.0B | -48.4% | 3.2% |
| Total Revenue | $18011000.0B | — | — | 100.0% |
Segment performance shows business unit health and growth drivers.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
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.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.
Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.