Intel Sees Flat 2025 Revenue as AI Push Accelerates 18A Ramp
Intel reported Q4 2025 revenue of $13.7B (down 4% YoY) and full-year revenue of $52.9B (flat YoY after Altera deconsolidation), with Q4 GAAP EPS of -$0.12 and non-GAAP EPS of $0.15; full-year GAAP EPS -$0.06 and non-GAAP EPS of $0.42. For Q1 2026, the company guides revenue of $11.7–$12.7B and GAAP EPS of -$0.21 (non-GAAP $0.00). The company highlighted progress on the Intel 18A process and AI-focused products, announced a Cisco collaboration on distributed AI, completed the sale of $5B in Intel stock to NVIDIA, and noted near-term supply tightness before improving in Q2 and beyond.