企業を読み込み中
Just reported
Q3 2026 results
From Intel's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
$16.51B
+21% y/y
+2.4% q/qGuided
$16.3B
midpoint
Within guide+1.3%EPS, GAAP
Actual
$0.60
-33% y/y
Guided
—
No guide given
Operating income, GAAP
Actual
$2.52B
+269% y/y
+40% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Intel is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.$4.19TA+
AVGOBroadcom Inc.$1.65TA+
MUMicron Technology, Inc.$918.5BA+
AMDAdvanced Micro Devices, Inc.$906.7BA+
TXNTexas Instruments Inc.$283.2BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Client Computing: processors and related chips for personal computers41%
- Data Center and AI: server processors and related products28%
- Intel Foundry: chip manufacturing and packaging28%
- All Other: businesses including Mobileye and IMS3%
売上構成比はsix months ended June 27, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか5
Intel Core processors
Processors used in personal computers, including consumer and business computers.
Intel Xeon processors
Processors used in servers that run cloud services and business data centers.
Intel Arc graphics
Graphics processors and built-in graphics used in computers and gaming devices.
さらに2件を表示
Custom chips and design services
Intel designs custom chips for customers, including security and data-center products.
Intel Foundry wafer and packaging services
Intel manufactures chips on silicon wafers and packages chips for use in electronic products, for its own businesses and outside customers.
誰が買っているか4
- Personal-computer makers, which buy processors and related chips for consumer and business computers.
- Cloud-service providers and data-center operators, which buy server processors, networking products, and custom chips.
- Businesses and government customers, which buy computers and server products directly or through computer makers and other suppliers.
- Companies that design their own chips and hire Intel to manufacture wafers or package chips.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Intel depends on its factories, manufacturing equipment, and successful development of new chipmaking processes to supply many of its own products and its foundry customers.
- 2The company depends on outside suppliers for components and materials, including memory and substrates used in chip packaging; management said these supplies were constrained.
- 3Intel's foundry business depends on outside customers choosing its manufacturing services, while much of the segment's reported revenue comes from sales to Intel's own businesses.
- 4Intel's manufacturing plans also depend in part on government incentives and agreements; the quarterly filing describes government funding connected to Secure Enclave and investment tax credits.
うまくいかなくなる可能性
- 1Competition and rapid technology changes could make Intel's processors, graphics products, or manufacturing services less attractive to customers; management said some parts of its processor roadmap still need to catch up with competitors.
- 2Building and operating advanced chip factories requires substantial long-term spending, and Intel may not achieve the manufacturing performance or outside-customer demand needed to justify that spending.
- 3Shortages or disruptions affecting wafers, memory, substrates, or other parts of the supply chain could limit how many finished products Intel can deliver.
Intel Corp.について
Intel designs processors for personal computers and data centers, along with graphics chips, networking products, and custom chips. It manufactures many of its own chips and also sells chip manufacturing and packaging services to outside customers. Its products are sold to computer makers, cloud and business customers, and other companies that use chips in their products.
- 本社
- Santa Clara, California
- 設立
- 1968 (company founding year, high confidence)
- 上場市場
- NASDAQ
- 決算期
- The Saturday closest to December 31; fiscal 2025 ended December 27, 2025
Intel Corp. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。