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How Intel (INTC) makes money: Q2 2026 revenue breakdown
US GAAP · $M · vs Q2 2025 · quarter ended 06/27/2026
Intel Corporation is an American multinational technology company headquartered in Santa Clara, California. · Wikipedia
More about the company
It designs, manufactures, and sells computer components such as central processing units (CPUs) and related products for business and consumer markets. Intel was the world's third-largest semiconductor chip manufacturer by revenue in 2024 and has been included in the Fortune 500 list of the largest United States corporations by revenue since 2007. It was one of the first companies listed on Nasdaq.
Key growth driver: Data Center & AI (DCAI) — the fastest-growing revenue line: $6,262, +59% y/y. · by the Q2 2026 report
How does Intel make money?
Intel brought in $16.1 billion of revenue in Q2 2026, up 25.4% year over year. The largest source was Client (CCPG): $8.88 billion, or 55% of the total, followed by Data Center & AI (DCAI) ($6.26B, 39%) and Intel Foundry (external) (≈$288M, 2%); other lines add the remaining 4%.
Revenue by source, Q2 2026
- Client (CCPG)$8.88B · 55% · +13%
- Data Center & AI (DCAI)$6.26B · 39% · +59%
- All Other$701M · 4%
- Intel Foundry (external)≈$288M · 2%
Shares of $16.1B total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
When is INTC’s next earnings date?
Thursday, October 22, 2026estimated
Intel (INTC) has not confirmed the date yet; Oct 22, 2026 is an estimate based on the company's past reporting schedule and may move once the date is announced. Consensus EPS forecast: $0.27 (13 analysts), vs $0.11 in the same quarter last year.
What time does INTC report? Usually after market close: the last 4 results releases reached the SEC at 4:09 pm, 4:07 pm, 4:10 pm, 4:10 pm ET.
Last report: Jul 24, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Verdict: the loss is one non-cash line — a $12.5B fair-value hit on the Escrowed Shares derivative from the US government equity deal (triggered by Intel's own share price rising); underneath it the turnaround finally showed up in numbers: revenue +25%, DCAI +59%, and operating income swung from a $3.2B loss to a $1.8B profit.
Loss quarter (mirror layout): left side shows where the money came from — revenue plus the net loss itself; right side shows what it covered. Demand exceeded supply in Q2; substrate/memory shortages expected to persist into 2027.
Source and notation
* marks non-cash / ≈ estimated. Foundry shown at external revenue (≈$288M) — most Foundry output is sold internally and eliminated. Source: Intel 10-Q (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
Heads-up
- a net loss in Q2 2026 ($11,033 · vs −$2,918)
Most likely because the entire loss sits in 'Interest and other, net' −$12,576M: a $12.5B NON-CASH loss from the change in fair value of the derivative liability for the Escrowed Shares…; restructuring charges collapsed to $170M from $1,890M a year ago; tax was a rounding error ($29M provision, ETR −0.3%). Based on the Q2 2026 report.
Company filings on SEC EDGAR ↗INTC earnings history: past report dates
| Jul 23, 2026 Thu | 4:09 pmafter market close | Jun 27, 2026 | $16.1B+25% y/y | −$2.16−222% y/y |
| Apr 23, 2026 Thu | 4:07 pmafter market close | Mar 28, 2026 | $13.6B+7% y/y | −$0.73−284% y/y |
| Jan 22, 2026 Thu | 4:10 pmafter market close | Dec 27, 2025 | ≈$13.7B−4% y/y | ≈−$0.10−233% y/y |
| Oct 23, 2025 Thu | 4:10 pmafter market close | Sep 27, 2025 | $13.7B+3% y/y | $0.90 |
| Jul 24, 2025 Thu | 4:04 pmafter market close | Jun 28, 2025 | $12.9B+0% y/y | −$0.67−76% y/y |
| Apr 24, 2025 Thu | 4:05 pmafter market close | Mar 29, 2025 | $12.7B−0% y/y | −$0.19−111% y/y |
| Jan 30, 2025 Thu | 4:13 pmafter market close | Dec 28, 2024 | ≈$14.3B−7% y/y | ≈−$0.03 |
| Oct 31, 2024 Thu | 4:07 pmafter market close | Sep 28, 2024 | $13.3B−6% y/y | −$3.88 |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
Intel: 5-year financials
| 2025 | 52,853 | −2,214 | −267 | −4,949 | — |
| 2024 | 53,101 | −11,678 | −18,756 | −15,656 | 1,599 |
| 2023 | 54,228 | 93 | 1,689 | −14,279 | 3,088 |
| 2022 | 63,054 | 2,334 | 8,014 | −9,411 | 5,997 |
| 2021 | 79,024 | 19,456 | 19,868 | 10,723 | 5,644 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP).
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
1/2mixed
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Aug 2025Intel announced the sale of 433.3M shares to the US government at $20.47 — “at a discount to the current market price”; payment comes from $5.7B in previously promised CHIPS grants and $3.2B from Secure Enclave. sec.gov ↗
- Dec 2025Private placements: 87M shares to SoftBank at $23.00 ($2B) and 215M shares to Nvidia at $23.28 ($5B). sec.gov ↗
- Jan 2026Shares outstanding: 4.063B (January 2021) → 4.995B (January 2026), +22.9% (dei XBRL). data.sec.gov ↗
- Dec 2024Dividend $1.46 (2022) → $0.74 (2023) → $0.38 (2024), none paid in 2025; free cash flow (operating cash flow minus capex) negative since 2022 (XBRL 10-K). data.sec.gov ↗
Scoring: 2.0 −1.0 (criterion 1: in 2025 — up to 433M shares to the US government at $20.47 “at a discount to market” in exchange for already-promised CHIPS subsidies, plus 87M to SoftBank and 215M to Nvidia; shares outstanding January 2021→January 2026 +22.9%) = 1.0
- Share classes
- Single class of common stock; the government holds warrants for 241M shares at $20 (exercisable if Intel loses control of its foundry business).
- Dilution
- Shares outstanding 4.063B → 4.995B (+22.9%) over 5 years; below-market placement to the government → −1.0 (criterion cap).
- Disclosure
- 10-Ks and 10-Qs filed on time, audited US GAAP financials; no deduction.
- Dividends
- Dividend cut in 2023 and eliminated from 2025 amid negative free cash flow (−$9.4B in 2022, −$14.3B in 2023, −$15.7B in 2024) and a 2024 loss; no formal policy — no deduction under the methodology.
- Lawsuits & regulators
- The 2020 suit (7nm) was dismissed in 2023; the 2024 suit (segments/foundry) was dismissed in July 2025 and is on appeal — unresolved, no deduction.
- Related parties
- No major transactions with management; the placements to the government/SoftBank/Nvidia are counted under criterion 1.
How the score works · checked as of Sep 2026
Intel (INTC) earnings: FAQ
How does Intel make money?
Intel brought in $16.1 billion of revenue in Q2 2026, up 25.4% year over year. The largest source was Client (CCPG): $8.88 billion, or 55% of the total, followed by Data Center & AI (DCAI) ($6.26B, 39%) and Intel Foundry (external) (≈$288M, 2%); other lines add the remaining 4%.
When is INTC's next earnings date?
Intel (INTC) has not confirmed the date yet; Oct 22, 2026 is an estimate based on its past reporting schedule.
What time does INTC report earnings?
Intel usually reports after market close: its latest results release was filed with the SEC at 4:09 pm ET on Jul 23, 2026.
When did INTC last report earnings?
Intel reported Q2 2026 results on Jul 24, 2026.
What is the EPS estimate for INTC's next earnings?
The consensus EPS forecast is $0.27 (13 analysts), vs $0.11 in the same quarter last year.
Where can I find Intel's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to INTC's filings; this page breaks the latest report down in a Sankey chart.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing on 08/26/2026. How we make the breakdowns · Report an error
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