Intel (INTC) reported $13.67 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 4.1%. EPS of $0.15 for the same period compares to $0.13 a year ago.
The reported revenue represents a surprise of +2.29% over the Zacks Consensus Estimate of $13.37 billion. With the consensus EPS estimate being $0.08, the EPS surprise was +86.1%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Intel performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Revenues- All other- Total: $574 million versus the eight-analyst average estimate of $750.12 million. The reported number represents a year-over-year change of -44.9%.
- Net Revenues- Total Intel Products Group- Data Center and AI: $4.74 billion versus the eight-analyst average estimate of $4.36 billion. The reported number represents a year-over-year change of +39.9%.
- Net Revenues- Total Intel Products Group- Client Computing Group: $8.19 billion versus the eight-analyst average estimate of $8.33 billion. The reported number represents a year-over-year change of +2.2%.
- Net Revenues- Intel Foundry Services: $4.51 billion versus the seven-analyst average estimate of $4.39 billion. The reported number represents a year-over-year change of +0.1%.
- Net Revenues- Total Intel Products Group: $12.93 billion versus $12.68 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change.
- Net Revenues- Intersegment eliminations: $-4.34 billion versus the six-analyst average estimate of $-4.44 billion. The reported number represents a year-over-year change of +0.6%.
View all Key Company Metrics for Intel here>>>
Shares of Intel have returned +50% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Intel Corporation (INTC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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