Intel (INTC) Q4 2025 (USD): Adj. EPS 0.15 EPS (exp. 0.08), Revenue 13.70bln (exp. 13.40bln)
Newsquawk Staff ·
Commentary
- Demand is quite strong.
- Chipmaker missed a lot of opportunities and can’t get enough supply to meet orders.
Outlook
- Q1 Adj. EPS 0.0 (0.06).
- Q1 Revenue 11.7-12.7bln (exp. 12.6bln).
What it means
Intel's Q4 earnings beat expectations on both EPS and revenue, indicating strong demand amidst supply constraints. However, the company is guiding lower for Q1, which suggests potential challenges in maintaining momentum despite current demand dynamics. This may impact investor sentiment, particularly in the semiconductor sector, as they reassess growth projections going forward.
Sources
- US Midterms Cheat Sheet for Traders
- Newsquawk US Market Wrap - Stocks mixed on AI rebound ahead of US midterms
- Israel has shared intelligence with the US asserting that Iran is considering the use of chemical weapons against its adversaries, information met with alarm by some American officials and deep skepticism by others, NYT reports citing sources
- Israeli PM Netanyahu was reportedly the one who proposed to US President Trump the ending of financial aid to Israel, N13 reports citing sources
- US EQUITY OPEN: Tech pares back some recent losses as US/Iran negotiations and US midterms are in focus
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