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Below is Dolphin Research's earnings call Trans for $Intel(INTC.US) Q4 2025. For our earnings review, see 'Intel: AI CPU hype meets cold guidance, dousing expectations?'
Key takeaways from the briefing...
Intel 4Q25 First Take: revenue and GPM were broadly in line with consensus. The YoY revenue decline was driven by the Client business. QoQ GPM contraction reflects early 18A ramp effects.
To meet stro...
i guessing things are getting positive
Watching Gaudi 3 bookings closely. That's the real growth story... or not
really?








