Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Intel Corporation (INTC) is 6/10.
Intel delivered Q1 revenue of $13.6 billion, $1.4 billion above the guidance midpoint, with non-GAAP EPS of $0.29 versus breakeven guidance as gross margins of 41% beat by 650 basis points on server CPU AI demand acceleration. Intel 18A yield and process execution progressed, while supply constraints continued limiting revenue upside. Management guided Q2 at $13.8-$14.8 billion with $0.20 EPS but provided no full-year guidance, noting rising input costs and PC market weakening expected in the second half.
Scored from Intel Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $14.26B | -7.4% | $-0.03 | -104.6% | 39.2% | 2.9% | -0.9% | $-2.67B |
| FY2025 Q1 | $12.67B | -0.4% | $-0.19 | -111.6% | 36.9% | -2.4% | -6.5% | $-4.37B |
| FY2025 Q2 | $12.86B | +0.2% | $-0.67 | -76.3% | 27.5% | -24.7% | -22.7% | $-1.50B |
| FY2025 Q3 | $13.65B | +2.8% | $0.90 | +123.2% | 38.2% | 5.0% | 29.8% | $121M |
| FY2025 Q4 | $13.67B | -4.1% | $-0.12 | -311.0% | 36.1% | 4.0% | -4.3% | $800M |
| FY2026 Q1 | $13.58B | +7.2% | $-0.73 | -284.2% | 39.4% | -23.1% | -27.5% | $-2.54B |
| FY2026 Q2 | $16.13B | +25.4% | $-2.16 | -222.4% | 40.4% | 11.1% | -68.4% | $4.35B |