Intel 1Q26: Intel is back but supply constraints limit revenue potential. Intel is leaving billions in revenue on the table, and the under-shipping will persist through 2026.
- Revenue down 1% q/q and up 7% y/y to $13.58B, $1.4B (above the mid pt); 39.4% GM (+250bps y/y); higher volume/pricing/legacy sell-through and improved yields drive margins; half of GM beat non-recurring (pricing reset)- 2Q revenue to be up 2-9% q/q at 39% GM (18A ramp and one-off benefits in 1Q will go away)Source: Sravan Kundojjala
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments