"Live Coverage Updates appear automatically as they are published. Intel (Nasdaq: INTC) will report its third-quarter 2025 earnings after the close, marking the first full quarter since CEO Lip-Bu Tan initiated a sweeping operational overhaul. The stock is up 86% so far in 2025 and the restructuring could keep Intel a darling for the rest of the year and beyond."
"Foundry Discipline & Customer Proof Points- Lip-Bu Tan has sharply scaled back foundry expansion, canceling projects in Germany and Poland while slowing construction in Ohio. The focus is now on volume-backed capacity and proving Intel 18A's competitiveness before courting major customers. Panther Lake and AI Ramp- The CEO confirmed that Panther Lake remains on track to launch by year-end, a pivotal test for Intel's x86 recovery and AI positioning."
"Intel's turnaround enters a defining phase as new CEO Lip-Bu Tan prioritizes financial discipline and foundry focus. Wall Street expects Q3 EPS of $0.01 on $13.14B in revenue, with full-year EPS to rebound nearly 200% YoY. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests."
Lip-Bu Tan has prioritized financial discipline and scaled back foundry expansion, canceling projects in Germany and Poland while slowing construction in Ohio. The company is focusing on volume-backed capacity and proving Intel 18A's competitiveness before courting major customers. Panther Lake remains on track for a year-end launch, which will test x86 recovery and AI positioning, and Intel's Xeon 6 CPUs are powering NVIDIA's DGX B300 systems. Last quarter revenue was $12.9 billion with a -$0.10 non-GAAP EPS loss after $2.7 billion in restructuring and impairment charges. CFO David Zinsner guided for a 36% Q3 non-GAAP gross margin.
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