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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“You talked about some of the strategic investments that you've made into Anthropic and potentially OpenAI, [ CoreWeave ] as well but also partners, Intel, Nokia, Synopsys.”
Analyst notes Intel among NVIDIA's strategic investments/partners, referencing NVIDIA taking a stake to grow its ecosystem position.
“We also announced a collaboration with Intel to develop multiple generations of custom data center and PC products”
NVIDIA and Intel announced an NVLink collaboration on custom data-center and PC products.
“we acquired the photonics business from Intel a few years ago”
Jabil acquired Intel's silicon photonics business, which now underpins Jabil's co-packaged optics and silicon photonics capabilities for AI data center interconnect.
“We announced new Dell Pro Max notebooks and desktops equipped with the NVIDIA RTX Pro Blackwell GPUs, Intel Core Ultra processors, AMD Rising, and Threadripper processors.”
Intel Core Ultra processors are used as components in Dell's new Pro Max AI-capable notebooks and desktops, alongside NVIDIA and AMD silicon.
“powered by Snapdragon X to our partnership with Qualcomm and support for Intel and AMD is coming later this year”
Gen plans to extend on-device deepfake detection support to Intel platforms later this year.
“We introduced the AI part mini with Intel to address the cost and complexity of deploying AI at the department and team level.”
NetApp introduced the AIPod Mini with Intel to lower the cost and complexity of departmental AI deployments, a partner read-through on Intel silicon in NetApp AI systems.
“also launched the broadest portfolio of Intel Meteor Lake commercial PCs, furthering our number one leadership position in commercial AI PCs worldwide.”
Intel's Meteor Lake chips remain a core part of Dell's commercial PC portfolio, though Dell is explicitly diversifying silicon suppliers (also citing AMD and Qualcomm), a mild diversification signal for Intel's PC design-win share.
“We also introduced AI reference architectures with NVIDIA for AIDT, Cisco for FlexPod, Lenovo for AIPod, and most recently, Intel for AI Pod Mini.”
NetApp introduced a named AI reference architecture with Intel (AI Pod Mini), part of a broader multi-vendor reference-architecture push in NetApp's AI ecosystem.
“We are excited to announce our partnership with Microsoft, Intel, and SAP to enable customers to evaluate CXL memory expansion capabilities for their specific workloads within Microsoft Azure M Series virtual machines.”
Intel is a named partner in Astera Labs' CXL memory expansion evaluation program on Azure M-Series.
“our industry-leading processors continue to outperform competitors, surpassing Intel and AMD in both speed and power efficiency.”
Qualcomm positions its Snapdragon X2 Elite laptop chips as beating Intel on speed and power efficiency, a competitive negative for Intel in premium laptops.
“We were really the pioneers in the area, initially with Intel, now with the other players.”
Air Products identifies Intel as its original electronics-gases customer as it describes its position in the fast-growing electronics segment.
“being able to deliver a transformational effort for Intel as they were expanding their business model into a foundry model back in 2021 that was done through machine learning”
Jacobs cites its work helping Intel expand into a foundry model, a reference to Intel's foundry buildout as a Jacobs client engagement.
“your peers, TSMC and Samsung Taylor are aggressively slotting for equipment delivery”
An analyst notes Samsung's Taylor foundry is aggressively slotting equipment deliveries, signaling competitive capacity expansion.
“your peers, TSMC and Samsung Taylor are aggressively slotting for equipment delivery”
An analyst frames TSMC as aggressively booking equipment delivery slots amid AI-driven capacity demand, a competitive dynamic in foundry buildout.
“the completion of our stake sale of Altera to Silver Lake”
Intel completed the sale of its Altera stake to Silver Lake, a divestiture that added cash to Intel's balance sheet.
“accelerated funding from the U.S. government and investments by the SoftBank Group and NVIDIA.”
SoftBank Group made an equity investment that helped bolster Intel's balance sheet in 2025.
“NVIDIA's $5 billion investment closed in Q4 as expected.”
NVIDIA completed a $5 billion equity investment in Intel, deepening the strategic tie between the two chipmakers.
“We also continue to work closely with NVIDIA to build a custom Xeon fully integrated with their NVLink technology to bring best-in-class x86 performance to AI host nodes.”
Intel is co-developing a custom Xeon integrated with NVIDIA's NVLink, positioning NVIDIA's AI host-node platforms to pair with x86 CPUs.
“CCG further advanced its relationship with Microsoft through a collaboration with Windows ML and the deep integration of Intel vPro manageability with Microsoft Intune”
Intel deepened its Microsoft partnership via Windows ML and vPro/Intune integration for enterprise fleet management.
“one is the SoftBank because they are building up all the infrastructure, AI infrastructure. That definitely will need more capacity on the foundry side.”
SoftBank made a $2B equity investment in Intel and its AI-infrastructure buildout is framed as future foundry-capacity demand.
“Our collaboration with NVIDIA is a prime example. We are joining forces to create a new class of products and experience spanning multiple generation that accelerate the adoption of AI for the hyperscale, enterprise and consumer markets.”
Intel highlights a multi-generation product collaboration with NVIDIA connecting Intel x86 CPUs to NVIDIA NVLink, an incremental TAM-expanding partnership.
“same as A14 from TSMC, the timing is all in the '28, '29”
Intel's CEO compared the timing of Intel's 14A foundry node to TSMC's competing A14 node, both expected around 2028-2029, benchmarking Intel's foundry roadmap against its primary competitor.
“announced an EMIB advanced packaging partnership with Amkor”
Intel Foundry announced an advanced packaging partnership with Amkor Technology using Intel's EMIB technology, expanding its external ecosystem of packaging partners.
“how impactful is competition from ARM who is claiming to take over half the server market?”
An analyst pressed on the competitive threat from Arm Holdings, which is claiming to be taking significant server CPU share from Intel's x86 franchise; Intel responded citing roughly 55% market share retained.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ross Seymore | Deutsche Bank | 12 (8%) |
| Stacy Rasgon | Bernstein | 12 (67%) |
| Tim Arcuri | UBS | 12 (8%) |
| Aaron Rakers | Wells Fargo | 12 (0%) |
| Ben Reitzes | Melius Research | 10 (0%) |
| Vivek Arya | Bank of America | 10 (30%) |
| Joe Moore | Morgan Stanley | 10 (20%) |
| CJ Muse | Cantor Fitzgerald | 10 (10%) |
| Srini Pajjuri | Raymond James | 6 (0%) |
| Joshua Buchalter | TD Cowen | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Deutsche Bank | 1 | 12 (8%) |
| UBS | 1 | 12 (8%) |
| Bernstein | 1 | 12 (67%) |
| Wells Fargo | 1 |
| 12 (0%) |
| Melius Research | 1 | 10 (0%) |
| Cantor Fitzgerald | 1 | 10 (10%) |
| Bank of America | 1 | 10 (30%) |
| Morgan Stanley | 1 | 10 (20%) |
Intel closed fiscal 2025 with its fifth consecutive quarter of revenue above guidance at $13.7 billion as acute supply constraints limited upside across server and client. Core Ultra Series 3 on 18A launched ahead of schedule with three SKUS, and DCAI revenue grew 15% sequentially as AI drove server CPU demand. The balance sheet was significantly strengthened to $37.4 billion in cash, and management guided Q1 2026 at $11.7-$12.7 billion with only qualitative full-year color provided.
Innovation & R&D | Capex Investment | Competitive Dynamics | Demand | Margin | Cloud & AI | Supply Chain | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 5 | 2 | 6 | 1 | 4 | |
| 2025Q1 | 6 | 5 | 4 | 5 | 2 | 3 | 1 | 2 |
| 2025Q2 | 4 | 5 | 5 | 1 | 3 | 2 | 1 | 5 |
| 2025Q3 | 10 | 5 | 4 | 3 | 4 | 3 | 2 | 2 |
| 2025Q4 | 5 | 6 | 3 | 7 | 2 | 2 | 8 | |
| 2026Q1 | 6 | 3 | 6 | 6 | 2 | 5 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 4 | 6 | 4 | 10 | 5 | 6 |
| Capex Investment | 4 | 5 | 5 | 5 | 6 | 3 |
| Competitive Dynamics | 5 | 4 | 5 | 4 | 3 | 6 |
| Demand | 2 | 5 | 1 | 3 | 7 | 6 |
| Margin | 6 | 2 | 3 | 4 | 2 | 2 |
| Cloud & AI | 1 | 3 | 2 | 3 | 2 | 5 |
| Supply Chain | 1 | 1 | 2 | 8 | 4 | |
| Capital Allocation | 4 | 2 | 5 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
INTC Intel Corporation | 6 | +7.2% | |
| ADI Analog Devices | 9 | +37.3% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 10 | +47.9% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +345.7% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |