TLDR
- Intel soars 3.36% after strong Q3 and multi-billion investments.
- U.S., NVIDIA, and SoftBank back Intel’s chip revival with $15.9B.
- Revenue hits $13.7B as Intel posts fourth straight execution win.
- Fab 52 goes live; Intel Core Ultra 3 and Xeon 6+ debut.
- Q4 outlook steady amid structural shifts and Altera deconsolidation.
Intel Corporation’s stock jumped 3.36% to close at $38.16 on October 23, 2025, following strong Q3 earnings.
Intel Corporation, INTC
The company reported better-than-expected financials and revealed significant investments from the U.S. Government, NVIDIA and SoftBank. With momentum building across strategic segments, Intel posted its fourth consecutive quarter of improved execution.
Revenue for the third quarter rose to $13.7 billion, up 3% from the same period in 2024. The gross margin climbed sharply, reflecting improved operational efficiency and cost control. Additionally, Intel recorded net income of $4.1 billion, reversing a $16.6 billion loss a year earlier.
Non-GAAP earnings per share came in at $0.23, while GAAP diluted EPS reached $0.90. Intel also delivered $2.5 billion in operating cash flow during the quarter. These results underscored Intel’s efforts to regain its competitive edge through focused execution and portfolio expansion.
Massive Strategic Funding from U.S. Government, NVIDIA and SoftBank
The company secured $8.9 billion in funding commitments from the U.S. Government to strengthen domestic semiconductor leadership. Intel received $5.7 billion during the third quarter to support manufacturing and R&D activities. This accelerated funding increased the company’s financial flexibility and operational scope.
NVIDIA invested $5.0 billion in Intel’s common stock. The two firms also entered a multi-generational collaboration targeting AI, data center, and consumer markets. This joint effort aims to integrate Intel’s CPUs with NVIDIA’s AI platforms, leveraging the technical strengths of both companies.
SoftBank contributed an additional $2.0 billion investment, aligning with its vision of strengthening U.S.-based chip supply chains. This influx of capital adds to Intel’s balance sheet resilience and amplifies its innovation capacity. These developments point to growing ecosystem support for Intel’s manufacturing footprint and roadmap.
Business Segments Report Mixed Results as Demand Outpaces Supply
Intel’s Client Computing Group (CCG) posted $8.5 billion in revenue, marking a 5% increase year over year. However, Data Center and AI (DCAI) revenue dipped 1% to $4.1 billion, reflecting varying enterprise spending patterns. Overall, Intel’s total product revenue rose to $12.7 billion.
The Intel Foundry segment delivered $4.2 billion in revenue, down 2%, as reshuffling in segment structure took effect. Altera’s deconsolidation, following its 51% sale on September 12, impacted results in the “all other” category. Nevertheless, all other business segments saw a 3% year-over-year increase.
Fab 52 in Arizona became fully operational, producing advanced Intel 18A wafers. New product developments included Intel Core Ultra series 3 chips and Xeon 6+ for servers. The product roadmap continues to target high-performance needs across both client and enterprise applications.
Q4 Guidance Reflects Strategic Shifts and Conservative Positioning
Intel expects Q4 revenue to be between $12.8 billion and $13.8 billion, including a reduced contribution following the deconsolidation of Altera. GAAP gross margin is projected at 34.5%, while non-GAAP margin guidance stands at 36.5%. GAAP EPS is estimated at a loss of $0.14, while non-GAAP EPS is guided at $0.08.
The company continues to adjust operations and segment reporting in response to structural changes. Tax rate guidance remains highly skewed due to pending finalization of accounting treatment for government transactions. These factors could lead to material revisions, depending on the SEC’s feedback.
Intel’s upcoming earnings webcast aims to clarify its outlook and accounting positions amid ongoing government consultations. The results remain preliminary and unaudited, reflecting complex transaction handling. Even so, the company projects continued momentum into 2026 as demand continues to exceed available supply.
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