Intel Reports Q4 2025 Earnings, Outlines 2026 Outlook

CEO Lip-Bu Tan and CFO Dave Zinsner discuss progress, challenges, and future plans for the semiconductor giant.

Published on Feb. 22, 2026

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Intel Corporation reported its fourth-quarter 2025 earnings, with revenue, gross margin, and earnings per share all exceeding guidance. CEO Lip-Bu Tan and CFO Dave Zinsner discussed the company's progress in simplifying its organization, recruiting new leaders, strengthening its balance sheet, and forging new partnerships. They outlined Intel's strategy to capitalize on the growing demand for semiconductors driven by the era of artificial intelligence, including plans to strengthen its client franchise, advance its datacenter and AI accelerator strategies, and continue building a trusted US Foundry. However, the executives acknowledged supply constraints that limited the company's ability to fully meet market demand in 2025, and said they are working to improve yields and output in 2026.

Why it matters

Intel's performance and outlook provide insights into the broader semiconductor industry and the transformative impact of AI on computing. As a leading chipmaker, Intel's ability to execute on its strategy and address supply chain challenges will have ripple effects across the tech landscape, from datacenters to client devices.

The details

In Q4 2025, Intel reported revenue of $13.7 billion, non-GAAP gross margin of 37.9%, and non-GAAP earnings per share of $0.15. For the full year, revenue was $52.9 billion, down slightly due to supply constraints. The company saw strong demand across its businesses, including AI-powered PCs, traditional servers, and networking. Intel is focused on aligning its CPU, GPU, and platform strategies to support the proliferation of AI workloads. It is also building momentum in ASIC design for specialized AI, networking, and cloud workloads. Intel's foundry business continues to make progress on advanced process nodes like Intel 18A and 14A, aiming to provide differentiated manufacturing capabilities.

  • Intel reported its Q4 2025 earnings on January 22, 2026.
  • The company plans to host an investor day in the second half of 2026 at its headquarters in Santa Clara.

The players

Lip-Bu Tan

Chief Executive Officer of Intel Corporation.

Dave Zinsner

Chief Financial Officer of Intel Corporation.

Intel Corporation

A leading semiconductor company that designs and manufactures advanced chips to power the modern world.

Nvidia

A technology company that specializes in graphics processing units (GPUs) and has partnered with Intel on AI solutions.

Altera

A programmable logic device company that was previously owned by Intel and is now an independent company.

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What they’re saying

“The opportunity in front of us is meaningful and significant. The era of artificial intelligence is driving unprecedented demand for semiconductors across the entire compute landscape from AI-accelerated and traditional datacenters, into the network and enterprise domains, all the way out to client and edge devices.”

— Lip-Bu Tan, Chief Executive Officer (Intel Corporation)

“We remain encouraged by the fundamental drivers of demand across our core markets. Fourth quarter revenue was $13.7 billion, at the high end of the range we provided in October. We experienced strong growth across all our businesses benefiting from the AI infrastructure build-out - with AI PC, traditional server and networking revenue all up double digits sequentially and year over year.”

— Dave Zinsner, Chief Financial Officer (Intel Corporation)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

Intel's performance and outlook highlight the company's strategic shift to capitalize on the AI-driven computing era, but also reveal ongoing supply chain challenges that are limiting its ability to fully meet market demand. The company's progress in strengthening its client franchise, datacenter and AI strategies, and foundry business position it to compete in the evolving semiconductor landscape, though execution will be key to realizing its long-term ambitions.