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英特尔Intel Corporation(INTC)2025年第三季度业绩电话会纪要「NASDAQ」(英文版)(16页).pdf

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1、Q3EarningsOctober 23rd,20253rd QuarterEarnings PresentationDavid ZinsnerExecutive Vice President andChief Financial OfficerLip-Bu TanChief Executive OfficerNon-GAAP Financial Measures and Forward-Looking Statements This presentation contains non-GAAP financial measures.Intel gross margin percentage,

2、operating income,earnings per share attributable to Intel,and adjusted free cash flow,including year-over-year comparisons,are presented on a non-GAAP basis.The Appendix provides reconciliations to the most directly comparable GAAP financial measure.Non-GAAP financial measures should not be consider

3、ed a substitute for,or superior to,the financial measures prepared in accordance with GAAP.Please refer to“Explanation of Non-GAAP Measures”in our earnings release dated October 23,2025 for a detailed explanation of the adjustments made to the comparable GAAP measures,the ways management uses the no

4、n-GAAP measures,and the reasons why management believes the non-GAAP measures provide investors with useful supplemental information.Statements in this presentation that refer to business outlook,plans,and expectations are forward-looking statements that involve risks and uncertainties.Such statemen

5、ts may include,but not be limited to,those regarding:our business plans,strategy and leadership and anticipated benefits therefrom;projections of our future financial performance,including future revenue,gross margins,capital expenditures,profitability and cash flows;future cash requirements and the

6、 availability and sufficiency of funding;expectations regarding returns to stockholders;future products,services and technologies,and the expected goals,timeline,ramps,progress,availability,production,regulation and benefits of such products,services and technologies,including future process nodes a

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根据Intel 2025年10月23日的第三季度财报,以下是关键点: 1. 财务表现强劲:第三季度收入增长2.8%,毛利率提升22个百分点,每股收益增长69美分。 2. 非GAAP财务指标:毛利率为40%,运营收入为15亿美元,每股收益为0.23美元。 3. AI需求推动:AI的采用促进了核心x86市场的需求,预计到2026年需求将超过供应。 4. 资产负债表改善:现金和流动性有所改善。 5. 业务展望:预计第四季度收入为128-138亿美元,毛利率为36.5%,每股收益为0.08美元。 6. 研发和制造:在研发和制造方面取得进展,包括Intel 18A和14A项目的稳步推进。 7. 业务结构优化:通过结构优化、工程专注和与RTOQ的协作加强执行能力。
英特尔业绩如何?" "AI驱动需求,英特尔展望2026" 结构优化与执行力提升"
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