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Sep 27
Intel Q3 2025 Earnings Report
Intel reported improved Q3 2025 performance with a return to profitability, stronger execution, and rising demand in core segments.
Key Takeaways
Intel posted solid Q3 2025 results, turning a significant profit on $13.7 billion in revenue, boosted by government funding, strategic investments from NVIDIA and SoftBank, and growing demand in client computing.
Returned to profitability with $4.1 billion in net income after a $16.6 billion loss a year ago.
Secured $5.7 billion in U.S. government funding and $7 billion in equity investments from NVIDIA and SoftBank.
Client Computing Group revenue rose 5% YoY to $8.5 billion, driven by strong PC demand.
Operating income turned positive at $683 million after a $9.1 billion loss in Q3 2024.
Intel
Intel
Intel Revenue by Segment
Revenue by Segment
Client Computing Group Revenue
CapyFin.comData Center and AI Revenue
CapyFin.comIntel Foundry Revenue
CapyFin.comAll Other Revenue
CapyFin.com Forward Guidance
Intel expects Q4 2025 revenue between $12.8B and $13.8B, with diluted EPS of -$0.14 GAAP and $0.08 non-GAAP, excluding Altera results.
Positive Outlook
- Strong demand momentum expected to carry into 2026.
- Midpoint revenue guidance in line with Q3, indicating stability.
- Gross margin guided to improve to 36.5% (non-GAAP).
- Q4 outlook reflects focus on core business execution.
- Continued support from U.S. government and strategic partners.
Challenges Ahead
- GAAP EPS expected to be negative at -$0.14.
- Altera deconsolidation will lower reported revenue and EPS.
- Tax rate volatility due to complex U.S. Government transactions.
- Continued uncertainty around final SEC review of accounting treatment.
- Foundry revenue declined YoY and remains a headwind.
Revenue & Expenses
Visualization of income flow from segment revenue to net income