Intel reported fourth-quarter revenue of $13.7 billion, a 4% decrease year-over-year, with a non-GAAP EPS of $0.15. For the full fiscal year 2025, revenue was flat at $52.9 billion, delivering a non-GAAP EPS of $0.42. The company issued a significantly weaker outlook for the first quarter of 2026, forecasting revenue between $11.7 billion and $12.7 billion with non-GAAP EPS expected at $0.00.

Key Highlights

  • The company's results showed a divergence between its main segments, as the Data Center and AI (DCAI) group grew 9% YoY to $4.7 billion, while the Client Computing Group (CCG) declined 7% YoY to $8.2 billion.
  • Intel's first-quarter 2026 forecast points to a sharp sequential slowdown, with revenue guided to a midpoint of $12.2 billion and non-GAAP gross margin expected to contract to 34.5%.
  • Intel Foundry, a strategic focus for the company, reported Q4 revenue of $4.5 billion, representing 4% year-over-year growth.