Intel Corporation reported its financial results for the third quarter of 2025, indicating a significant recovery in earnings and revenue. The company generated $13.7 billion in revenue, marking a 3% increase compared to the same quarter in 2024. The earnings per share (EPS) attributable to Intel reached $0.90, a remarkable turnaround from a loss of $3.88 per share the previous year.
Third-Quarter Financial Highlights
Key financial metrics for Q3 2025 include:
- Total Revenue: $13.7 billion
- Year-over-Year Growth: 3% increase from $13.3 billion in Q3 2024
- Gross Margin: 38.2%, up from 15.0% YoY
- Operating Margin: 5.0%, compared to a loss of 68.2% last year
- Net Income: $4.1 billion, up 124% from a loss of $16.6 billion
Operational Performance
Intel’s strong performance can be attributed to enhanced operational execution. CEO Lip-Bu Tan stated, “Our Q3 results reflect improved execution and steady progress against our strategic priorities.” The demand for artificial intelligence (AI) technologies has greatly accelerated, fostering new opportunities across various Intel product lines.
Fourth-Quarter Forecast
Looking ahead, Intel anticipates fourth-quarter revenue between $12.8 billion and $13.8 billion. The expected EPS for the fourth quarter is projected to be $(0.14) for GAAP and $0.08 non-GAAP. This outlook excludes results from Altera, which was deconsolidated following the sale of a controlling interest completed in Q3 2025.
Investment and Innovation Initiatives
During the quarter, Intel received substantial financial support from the U.S. Government, including $5.7 billion in funding aimed at bolstering American technology and manufacturing. Collaborations with industry leaders like NVIDIA and SoftBank Group are also noteworthy, with NVIDIA investing $5 billion in Intel to co-develop next-generation data center products.
Business Unit Performance
In terms of individual business units:
- Client Computing Group (CCG): $8.5 billion in revenue, a 5% increase YoY
- Data Center and AI (DCAI): $4.1 billion, down 1% from the previous year
- Intel Foundry: $4.2 billion, down 2% from Q3 2024
- All Other Segments: Revenue of $1.0 billion, up 3% YoY
Strategic Developments
Intel continues to push its innovation agenda with plans for the Intel® Core™ Ultra series, utilizing Intel 18A technology. Additionally, the company’s fifth high-volume fabrication facility, Fab 52, became operational, facilitating the production of advanced logic wafers in Arizona.
Looking Forward
As Intel approaches the end of 2025, it remains committed to its growth strategies. Current demand is exceeding supply, a trend expected to persist into 2026. The company’s solid financial health, innovative product pipeline, and strategic partnerships position Intel to capitalize on future market trends.
