Q4 2025
Some solid positive signs from the Q4 2025 results
They beat expectations on revenue ($13.7 billion vs $13.4 expected), EPS, and gross margins even while dealing with those supply shortages. Data Center and AI revenue jumped 15% quarter-over-quarter to $4.7 billion, custom chips grew over 50%, and they’re shipping their new 18A process tech with strong demand they just can’t fully meet yet.
They beat expectations on revenue ($13.7 billion vs $13.4 expected), EPS, and gross margins even while dealing with those supply shortages. Data Center and AI revenue jumped 15% quarter-over-quarter to $4.7 billion, custom chips grew over 50%, and they’re shipping their new 18A process tech with strong demand they just can’t fully meet yet.
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bullbearnme OP : They’re expanding big time: massive sites in Arizona (already running advanced stuff), Ohio (construction ongoing, though delayed first fabs maybe late twenties or later), plus Ireland and other spots.
HollyBerry : yeah, I don't think it is the worst earning reports, the PE estimated drop after EPS is updated
OM≡GA : ah ok no wonder you commented sarcastically on my post saying Intel flunk after earnings report. you invested a lot and you scratch only the surface.
i suggest that you look into numbers than just surface news lol