đ Release: April 24, 2025đ Sources: Intel Q1 2025 Earnings Deck & Call TranscriptIn this episode, we break down Intelâs Q1 2025 performance and the strategic shift under new CEO Lip-Bu Tan.đ Quarterly Highlights⢠Revenue: $12.7B (flat YoY, exceeded expectations)⢠Gross Margin: 39.2% (down 5.9 points YoY)⢠EPS: $0.13⢠Stronger-than-expected results from Data Center and Foundryđ§ Leadership and Strategy Shift⢠New CEO Lip-Bu Tan focuses on fixing the roadmap, cutting complexity, and strengthening the balance sheet⢠Flattened leadership structure, mandatory 4-day office return from Q3 2025⢠$4.4B cash proceeds from Altera stake sale to Silver Lakeđ Product Focus and Innovation⢠Core focus on Client, Server, and Foundry products⢠Panther Lake on track for late 2025; Lunar Lake and Nova Lake roadmap updates⢠Refined AI strategy targeting reasoning models, agentic AI, and full-stack enterprise solutionsđ Intel Foundry Growth⢠Internal ramp of Intel 18A underway⢠Emphasis on customer trust, foundry readiness, and EDA tool adoption⢠Intel Foundry revenue up sequentially, supporting internal and external customersđ Macroeconomic Risks and Tariff Impacts⢠Preparing for potential cost increases from tariffs⢠Conservative financial planning amid persistent inflation and regulatory risksđŽ Q2 2025 Outlook⢠Revenue forecast: $11.2Bâ$12.4B (down 2%â12% sequentially)⢠Gross margin expected to dip to ~36.5%⢠EPS guided to around $0.00 non-GAAPIntelâs path forward is about rebuilding its core strengths while pushing aggressively into AI and foundry services â tune in for a full breakdown!#Intel #Earnings #AI #Semiconductors #IntelFoundry #ChipManufacturing #InvestingPodcast
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