INTC
Intel Corporation
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Intel Corporation.
Intel Corporation designs and manufactures semiconductors and related products. It develops CPUs, GPUs, accelerators, networking and edge products, and foundry services for internal and external customers. End markets include client PCs, data center and AI, network and edge, and foundry. The company operates fabrication facilities and sells to OEMs, cloud providers, and other chip customers.
Coverage
The US Stake in Intel Is Up $29 Billion, Not $43.3 Billion. The Rest Sits in Escrow.
Intel's filings leave 143 million of the government's 433.3 million shares undelivered. On the 290 million Commerce holds, Monday's gain is $29.4 billion.
Meta Sized the Muse VM With the Word 'Enough'. X Posts Made It 1.58 Million Chips.
Meta promised every Muse user a dedicated VM and never published its size. The 2 vCPU / 8 GB / 100 GB behind 1.58 million AMD chips came from users.
Intel's CEO Says Memory Prices Rose Five to Seven Times. The Quarterly Rate Is 8-18%.
Intel's CEO said memory prices rose five to seven times, with no basis given. 3Q26 contract prices move 13-18% a quarter on server DRAM, 8-13% on mobile.
Intel Sold Control of Altera and Booked $2.1 Billion on the Half It Kept. An IPO Would Mark Only New Shares.
Intel sold 51% of Altera in September 2025 and kept the rest. The $2.1bn gain is already booked and the $3.2bn carrying value has not moved in four quarters.
Northland Hung a $120 Target on Terafab, Which Intel's Own Latest Filing Does Not Mention Once
Northland upgraded Intel to Outperform with a $120 target, citing Terafab. Intel Foundry's outside customers paid $293M last quarter, mostly Altera.
Intel's CFO Said It Will Still Be Behind in Q4. A Price Rise Into That Is Rationing, Not Margin Defence.
A note has Intel raising PC CPU prices ~10% in October. Its CFO said in July Intel cannot catch up, and guided PC demand down low double digits.
Where the revenue goes next
Latest: $16.13B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $12.72B |
| 2024Q2 | $12.83B |
| 2024Q3 | $13.28B |
| 2024Q4 | $14.26B |
| 2025Q1 | $12.67B |
| 2025Q2 | $12.86B |
| 2025Q3 | $13.65B |
| 2025Q4 | $13.67B |
| 2026Q1 | $13.58B |
| 2026Q2 | $16.13B |
Latest: −$2.16 (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | −$0.09 |
| 2024Q2 | −$0.38 |
| 2024Q3 | −$3.88 |
| 2024Q4 | −$0.03 |
| 2025Q1 | −$0.19 |
| 2025Q2 | −$0.67 |
| 2025Q3 | $0.90 |
| 2025Q4 | −$0.12 |
| 2026Q1 | −$0.73 |
| 2026Q2 | −$2.16 |
Latest: n/m (2026Q2)
| Period | Value |
|---|---|
| 2024Q4 | n/m |
| 2025Q1 | n/m |
| 2025Q2 | n/m |
| 2025Q3 | 837.4 |
| 2025Q4 | n/m |
| 2026Q1 | n/m |
| 2026Q2 | n/m |
Latest: $4.45B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | −$7.19B |
| 2024Q2 | −$3.39B |
| 2024Q3 | −$2.40B |
| 2024Q4 | −$2.67B |
| 2025Q1 | −$4.37B |
| 2025Q2 | −$1.50B |
| 2025Q3 | $121M |
| 2025Q4 | $800M |
| 2026Q1 | −$2.54B |
| 2026Q2 | $4.45B |
Latest: 5.04B (2026Q2)
| Period | Value |
|---|---|
| 2019Q3 | 4.43B |
| 2020Q1 | 4.31B |
| 2020Q2 | 4.28B |
| 2020Q3 | 4.21B |
| 2021Q1 | 4.10B |
| 2021Q2 | 4.08B |
| 2021Q3 | 4.09B |
| 2022Q1 | 4.11B |
| 2022Q2 | 4.10B |
| 2022Q3 | 4.12B |
| 2023Q1 | 4.15B |
| 2023Q2 | 4.20B |
| 2023Q3 | 4.23B |
| 2023Q4 | 4.22B |
| 2024Q1 | 4.24B |
| 2024Q2 | 4.27B |
| 2024Q3 | 4.29B |
| 2024Q4 | 4.31B |
| 2025Q1 | 4.34B |
| 2025Q2 | 4.37B |
| 2025Q3 | 4.53B |
| 2025Q4 | 4.77B |
| 2026Q1 | 5.08B |
| 2026Q2 | 5.04B |
Latest: −$18.70B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | −$7.19B |
| 2024Q2 | −$10.58B |
| 2024Q3 | −$12.99B |
| 2024Q4 | −$15.66B |
| 2025Q1 | −$20.03B |
| 2025Q2 | −$21.53B |
| 2025Q3 | −$21.41B |
| 2025Q4 | −$20.61B |
| 2026Q1 | −$23.14B |
| 2026Q2 | −$18.70B |
Latest earnings
Company History
Robert Noyce and Gordon Moore establish Intel to focus on semiconductors; pioneers integrated circuits, setting stage for Silicon Valley dominance.
Introduces world's first commercial microprocessor; revolutionizes computing from calculators to broader applications.
Becomes the 'brain' of IBM's personal computer; kicks off PC era, locks in x86 architecture dominance.
Blockbuster Pentium series with millions of transistors; cements market leadership in performance PCs.
Advances in mobile (Centrino) and multi-core tech; maintains PC dominance but faces competition from AMD and ARM.
Repeated delays in 10nm/7nm; fails to capture mobile market; narrative shifts from leader to facing TSMC competition.
Under Pat Gelsinger, launches Intel Foundry Services; invests heavily in U.S. fabs with CHIPS Act support.
New CEO focuses on GPU re-entry, 18A process ramp, and foundry wins; stock rallies on AI demand for Xeons.
Key Players
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Funds we follow holding INTC
By latest reported 13F position value. Market value at quarter-end, not cost basis.
