The Inferential Investor

The Inferential Investor

Large Beat: INTEL Corporation Q3 2025 Earnings Analysis

Intel's core turning the corner but a new SEC risk and Data Center revs still soft showing its product position in AI still lags

Andy West's avatar
Andy West
Oct 24, 2025
∙ Paid
1
Share

The following report was generated by The Inferential Investor’s Proprietary Earnings Analysis Report prompt using Gemini 2.5 PRO. AI can make mistakes. Verify information.

Intel logo

Intel (INTC) Q3 2025 Earnings Analysis

Stock: INTC 0.00%↑

Reporting Date: 23 October 2025, after-market

Quarter: Q3 2025

Result: Significant Beat

Intel reported a breakthrough quarter, marking a decisive return to profitability. Q3 non-GAAP EPS came in at $0.2311, massively beating the $0.01 consensus estimate. Revenue of $13.65 billion 222 also topped consensus expectations of $13.14 billion (a +3.9% surprise).

The quarter was defined by a swing to profitability 33, a strengthening balance sheet via major strategic investments 44, and a sharp positive shift in management’s tone55.


TradingView chart
Created with TradingView

1. Performance Highlights & Quantitative Comparison

Intel’s Q3 results showed acceleration from Q2 and a dramatic improvement in profitability compared to the prior year.

Performance Summary Table (Non-GAAP)

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Andy West
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture