Below are Dolphin Research's notes from $Intel(INTC.US) FY26 Q2 earnings call. Q2 beat across the board, marking the seventh straight quarter of upside.

Revenue was $16.1bn, $1.8bn above the midpoint of guide. AI-driven businesses grew over 70% YoY and contributed ~70% of revenue, including record growth in Data Center.

Non-GAAP GPM was 41.8%, about 280bps above guidance. The upside was driven by higher revenue and yield improvements...

Below is Dolphin Research's transcript summary of $Intel(INTC.US) FY26 Q1 earnings call.

1) Q1 beat across the board.

Non-GAAP EPS was $0.29 vs. breakeven guided.

Intel released its Q1 2026 results (through Mar 2026) after the US market close on Apr 24, Beijing time. Key takeaways: 1) Core metrics: $Intel(INTC.US) reported revenue of $13.6bn (+7% YoY), well above company guidance ($11.7–12.7bn), driven by stronger server CPU demand and pricing.

GPM was 39.4%, far ahead of the market’s 32.5% expectation. The QoQ expansion in GPM...

Below is Dolphin Research's earnings call Trans for $Intel(INTC.US) Q4 2025. For our earnings review, see 'Intel: AI CPU hype meets cold guidance, dousing expectations?'

Key takeaways from the briefing: 1) 18A progress: Panther Lake announced, with three SKUs shipped ahead of plan (vs. one planned). Yields are improving by 7–8% per month, with efforts focused on containing process variation and stabilizing delivery. Defect density is coming down and the overall trend is improving...

Intel released its Q4 2025 results after the U.S. close on Jan 23, 2026 (Beijing time), for the quarter ended Dec 2025.

1) Core metrics: $Intel(INTC.US) posted revenue of $13.67bn, down 4% YoY, in line with guidance of $12.8–13.8bn, driven by softer Client Computing. GPM was 36.1%, matching the Street (35.6%). The QoQ GPM decline was mainly due to lower initial yields during the 18A mass-production ramp...

The following are the minutes of the Q3 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to "Intel: Stopping Losses and Recovering! Can the 'American SMIC' Poach TSMC?" 1. Core Financial Data of Intel's Earnings Report Q3 Financial Data: Revenue: $13.7 billion, exceeding the upper limit of the expected range, with a quarter-on-quarter growth of 6%. Gross Margin: (Non-GAAP) Gross margin was 40%, 4 percentage points higher than the performance guidance. This performance was attributed to revenue growth, improved product mix, and reduced inventory write-downs...

Intel released its Q3 2025 financial report (as of September 2025) after the U.S. stock market closed on the morning of October 24, 2025, Beijing time. The key points are as follows: 1. Core data: $Intel(INTC.US) achieved revenue of $13.65 billion this quarter, a slight year-on-year increase of 2.8%, slightly exceeding the upper limit of the company's guidance, mainly driven by the recovery of the client business. The gross margin for this quarter rebounded significantly to 38.2% from the previous quarter, which was significantly better than the guidance expectation (34.1%). The sharp decline in gross profit margin last quarter was primarily driven by non-operating expenses.The

As undoubtedly the blockbuster of the year in the American chip industry, after the U.S. government exchanged equity for over $8 billion in subsidies and SoftBank also expressed its intention to invest, last night finally secured a $5 billion investment from NVIDIA. The American version of 'SMIC' has finally found a major financial backer. So, in this transaction, who wins and who loses, and who will have the last laugh? Let's take a detailed look at the ins and outs of this matter: I. Breaking News: NVIDIA's $5 Billion Investment in Intel On September 18, 2025, $NVIDIA(NVDA.US) and $Intel(INTC.US) announced a collaboration...

The following are the minutes of the Q2 2025 earnings call for $Intel(INTC.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to "Intel: After Massive Layoffs, Is the American 'SMIC' the Best Outcome?" 1. Review of Intel's Core Financial Information: Market Situation: Q2 market operated normally, core demand drivers emerged: a. Client: End of Windows 10 service + aging devices during the pandemic boosted PC demand; AI PC share increased. b. Server: Large-scale enterprises and regular enterprises updated CPUs...

$Intel(INTC.US) released its Q2 2025 earnings report (ending June 2025) after the U.S. stock market closed on the morning of July 25, 2025, Beijing time. Key points are as follows: 1. Core Data: The company achieved revenue of $12.86 billion this quarter, which was basically flat year-on-year, exceeding the upper limit of the company's guidance, mainly due to customers stocking up in advance amid tariff uncertainty. The gross margin continued to decline to 27.5%, below the guidance expectation (34.3%)...