Overview
- Fourth‑quarter revenue came in at about $13.67 billion with adjusted EPS of $0.15, topping estimates on both metrics.
- Data Center & AI sales rose to $4.7 billion, up 9% year over year, while Client Computing revenue fell 7% to $8.2 billion.
- Intel forecast Q1 revenue of $11.7 billion to $12.7 billion and breakeven adjusted EPS, below consensus, as the CFO said available supply will be lowest in Q1 before improving in Q2 and beyond.
- Shares fell roughly 5%–6% after hours following a sharp pre‑earnings rally to four‑year highs, with options pricing having implied an 8%–9% post‑report move.
- The company noted initial shipments of Panther Lake on its 18A process, with analysts flagging early yield and margin pressure during the ramp and Reuters reporting pared‑back foundry ambitions.