Intel (INTC) earnings report Q4 2025

Intel reported fourth quarter profit There was a development on Thursday that beat Wall Street’s expectations but offered soft guidance for the current quarter.

The company’s shares lost up to 5 percent in after-hours trading.

Here’s how the chipmaker performed against LSEG consensus estimates:

• EPS: 15 cents, adjusted, versus an estimated 8 cents
• Revenues: $13.7 billion compared to the estimated $13.4 billion

Intel said it expects revenue of $11.7 billion to $12.7 billion in the first quarter and adjusted earnings per share of 0 cents. This fell short of LSEG’s expectations for earnings of 5 cents per share and sales of $12.51 billion.

The company reported a net loss of $600 million, or 12 cents per diluted share. Intel posted a net loss of $100 million, or 3 cents per share, in the same period last year.

Intel is reporting December quarter earnings as its stock is up 147% in the past year. This is driven by optimism that the company may be on the verge of landing its first major anchor customer for its foundry business, which produces chips for other companies.

CEO Lip-Bu Tan said last month that the company’s 18A manufacturing technology competes with Taiwan Semiconductor Manufacturing Corporation’s 2nm technology.over delivered” last year. This suggests that the technology is mature enough to begin mass production of products like Intel’s own Core Ultra Series 3 central processor.

Tan said in a statement that Intel was “working aggressively” to increase 18A supply to meet “strong customer demand.”

Customers for Intel’s next-generation 14A technology will arrive in the second half of the year, finance chief David Zinsner told CNBC’s Kristina Partsinevelos. Zinsner added that the company is unlikely to announce customers in general.

“Once we get them, we’re going to have to actually start spending capital on the 14A front, and that’s how you’ll know,” Zinsner said.

Intel said its foundry generated $4.5 billion in revenue, but some of that was due to the company producing its own chips.

There is also optimism due to strong sales of Intel’s newest server chips, with analysts saying sales are booming due to increased spending on artificial intelligence infrastructure.

This was reported to be a 9% year-over-year increase in Data Center and AI sales, which totaled $4.7 billion in revenue for the quarter.

Laptops are reported as Customer Computing Group sales. Sales of the product category fell 7% year over year to $8.2 billion.

In 2025, the US government, SoftBank and Nvidia He invested heavily in the chip maker and they all became major shareholders. Intel said that its $5 billion share sale to Nvidia was completed this quarter.