Intel (INTC) reported its third-quarter 2025 earnings today, October 23, 2025, with GAAP EPS of $0.90 and non-GAAP EPS of $0.23, beating revenue expectations with $13.7 billion. The company forecasts fourth-quarter 2025 revenue between $12.8 billion and $13.8 billion and non-GAAP EPS of $0.08. These results follow the second quarter, which saw a revenue beat but an EPS miss, and included restructuring charges and workforce reductions.
Third-quarter 2025 highlights
- Revenue: $13.7 billion (up 3% year-over-year).
- GAAP EPS: $0.90.
- Non-GAAP EPS: $0.23.
- Outlook for Q4 2025: Revenue is projected to be between $12.8 billion and $13.8 billion, with a non-GAAP EPS of $0.08.
- Note: The results exclude results from Altera following its majority stake sale.
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總體來看，NVIDIA對Intel的投資為市場帶來了積極信號，顯示出產業鏈對其製造潛力與長期價值的認可。加上前期利空已大多釋放，本季度財報有望相對亮麗，不利因素早已反映在股價中，而近期的成本控製與資產重組可能改善盈利表現。短期內，Intel股價具備修複與反彈空間。
不過，從長期來看，Intel仍需麵對技術落後、組織效率與人才結構等深層挑戰。NVIDIA的投資帶來信任與合作機遇，但能否轉化為持續增長動力，仍取決於Intel能否真正完成結構性改革與技術突破。總體判斷：短期偏樂觀，長期仍需觀望。
