Intel Corporation (NASDAQ: INTC) today reported fourth quarter 2025 results that exceeded guidance expectations, with revenue of $13.7 billion and non-GAAP earnings per share of $0.15.
Fourth Quarter Highlights
- Revenue of $13.7 billion, up 5% sequentially and above guidance midpoint
- Non-GAAP gross margin of 37.9%, above guidance
- Non-GAAP EPS of $0.15, exceeding expectations
- Operating cash flow of $2.1 billion
Segment Performance
Client Computing Group: Revenue grew 8% year-over-year driven by AI PC demand. Core Ultra processors continued to gain market share across consumer and commercial segments. OEM partners reported strong sell-through of AI-enabled laptops.
Data Center and AI: Revenue increased sequentially on enterprise server recovery and Gaudi accelerator momentum. The company secured several significant AI infrastructure design wins with hyperscale customers.
Network and Edge: Revenue declined year-over-year but showed sequential improvement as inventory digestion completed. 5G infrastructure deployments in international markets provided growth.
CEO Commentary
“Intel delivered a strong fourth quarter that demonstrates our progress in the transformation journey,” said Lip-Bu Tan, Intel CEO. “Our AI PC products are resonating with customers, and we are building momentum in data center AI. The team executed well, and I am confident in our path forward.”
Full Year 2025 Results
For the full year 2025, Intel reported revenue of $53.1 billion and non-GAAP EPS of $0.52. The company returned $2.1 billion to shareholders through dividends.
2026 Outlook
For the first quarter of 2026, Intel expects revenue of $12.5 to $13.5 billion. The company anticipates continued momentum in AI PCs and expects data center revenue to grow sequentially.