Intel Q4 2025 beats, but Q1 2026 revenue guidance of $11.7B-$12.7B misses

Intel reported Q4 2025 revenue of $13.7 billion, down 4% year over year, and non-GAAP EPS of $0.15. It guided Q1 2026 revenue to $11.7 billion-$12.7 billion and non-GAAP EPS to about zero, both below what analysts expected. Management blamed server-CPU and wafer supply constraints, which is why this guide, not the quarter itself, drove the stock lower the next day.

• Q4 2025 revenue $13.7B, down 4% YoY; FY2025 revenue $52.9B, flat
• Q4 non-GAAP EPS $0.15; GAAP loss $(0.12) per share
• Q1 2026 guide: revenue $11.7B-$12.7B, non-GAAP EPS $0.00, non-GAAP gross margin 34.5%
• Q4 CCG revenue $8.2B (down 7%); DCAI $4.7B (up 9%); Intel Foundry $4.5B (up 4%)

SEC filing 8-K · accession 0000050863-26-000009 · sec.gov ↗