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Sep 27, 2025
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.
Revenue by Segment
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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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