Intel (INTC) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, January 23, 2026 astatine 9:20 AM CST 48 min read

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Thursday, Jan. 22, 2026 astatine 5 p.m. ET

• Chairman and Chief Executive Officer — Lip-Bu Tan

• Chief Financial Officer — David Zinsner

• Corporate Vice President, Investor Relations — John Pitzer

Lip-Bu volition unfastened with comments connected our 4th fourth results arsenic good arsenic supply an update connected the advancement we are making connected our strategical priorities. Dave volition past sermon our wide fiscal results, including archetypal 4th guidance, earlier we modulation to reply your questions. Before we begin, delight enactment that today's treatment does incorporate forward-looking statements based connected the situation arsenic we presently spot it, and arsenic such, are taxable to assorted risks and uncertainties. It besides contains references to non-GAAP fiscal measures that we judge supply utile accusation to our investors.

Our net release, astir caller yearly study connected Form 10-K and different filings with the SEC supply much accusation connected circumstantial hazard factors that could origin existent results to disagree materially from our expectations. They besides supply further accusation connected our non-GAAP fiscal measures including reconciliations wherever due to our corresponding GAAP fiscal measures. With that, fto maine crook things implicit to Lip-Bu.

Lip-Bu Tan: Thank you, John, and convey you each for joining america today. 2025 was a twelvemonth of coagulated progress. Over the past 10 months, we established the instauration for caller Intel, a much absorption and execution-driven company. We simplify our enactment and greatly trim bureaucracy to amended ratio and accelerate decision-making. We besides recruited caller leaders from the extracurricular and empower cardinal leaders from within. We strengthened our equilibrium sheet, forged beardown caller concern and deepened narration with existing arsenic good arsenic caller customers. I'm encouraged by my speech with our customers and partners astir the world. I'm proceeding a clear, accordant message.

They spot the advancement we are making, they privation Intel astatine the array arsenic they navigate their ain transformations. The accidental successful beforehand of america is meaningful and significant. The epoch of artificial quality is driving unprecedented request for semiconductor crossed the full compute landscapes from AI accelerated and accepted information centers into the web and endeavor domains each the mode retired to lawsuit and borderline devices. Rapid deployment of AI workloads crossed this divers situation volition necessitate heterogeneous silicon solution, leveraging CPU, embedded NPUs, discrete and integrated GPU, ASICs and XPUs.