Q4 25 EPS
$0.15
BEAT +56.58%
Est. $0.10
Q4 25 Revenue
$13.67B
vs S&P Since Q4 25
+101.9%
BEATING MARKET
INTC +106.4% vs S&P +4.6%
Full Year 2025 Results
FY 25 EPS
$0.42
BEAT +22.95%
Est. $0.34
FY 25 Revenue
$52.85B
BEAT +0.54%
Est. $52.57B
Market Reaction
Did INTC Beat Earnings? Q4 2025 Results
Intel posted a stronger-than-expected fourth quarter for fiscal 2025, with non-GAAP EPS of $0.15 clearing the $0.10 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%… Read more Intel posted a stronger-than-expected fourth quarter for fiscal 2025, with non-GAAP EPS of $0.15 clearing the $0.10 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 better-than-expected results 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.
Key Takeaways
- • 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
INTC YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
INTC Revenue by Segment
With YoY comparisons, source: SEC Filings
“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.”
— Lip-Bu Tan, Q4 2025 Earnings Press Release
INTC Earnings Trends
INTC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
INTC EPS Trend
Earnings per share: estimate vs actual
INTC Revenue Trend
Quarterly revenue: estimate vs actual
INTC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $0.29 | — | $13.58B | +9.22% |
| Q4 25 BEAT FY | $0.10 | $0.15 | +56.58% | $13.67B | — |
| FY Full Year | $0.34 | $0.42 | +22.95% | $52.85B | +0.54% |
| Q3 25 BEAT | $0.01 | $0.23 | +3,050.68% | $13.65B | +3.92% |
| Q2 25 MISS | $0.01 | $-0.10 | -1,175.27% | $12.86B | +8.22% |
| Q1 25 BEAT | $0.00 | $0.13 | +2,788.89% | $12.67B | +2.88% |