Intel 4Q26- Revenue up 2.5% q/q and 21% y/y to $16.5B at 44.1% GM; QDec guided to $15.5Bat 38% GM.- 2026 gross capex is …
Intel 4Q26
- Revenue up 2.5% q/q and 21% y/y to $16.5B at 44.1% GM; QDec guided to $15.5Bat 38% GM.- 2026 gross capex is about $20B; 2027 to be up strongly; Equipment POs up 40% q/q- most of the spending on equipment (other than Ohio construction)- Foundry revenue up 16% q/q to $6.7B. External revenue up 40% q/q to $411M (one-off program benefit)Source: Sravan Kundojjala
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