🎁Intel faces a critical test! Can Q4 results mark a turnaround and kickstart a new wave of growth? Vote and comment to win prizes

💡 Fellow investors are welcome to vote, comment, and interact to win double rewards!

The chip giant, once considered an 'AI laggard,' is now facing a crucial earnings report.

After market close on January 22nd Eastern Time (January 23rd Beijing time), $Intel (INTC.US)$ Intel will announce its Q4 2025 earnings.The market expects Intel’s Q4 revenue to reach $13.4 billion, a year-over-year decrease of 6.2%, with a projected loss per share of $0.09, reflecting an expanded loss compared to last year.

Intel Q4 2025 Earnings Live Broadcast (Real-Time Interpretation)

Recently, Intel has received strong support from major institutions due to its recovery narrative.Just over a year ago, Intel was mired in difficulties: its stock price plummeted 60% in 2024, and amid the AI boom, it seemed like a mere spectator, with the label of 'AI laggard' being particularly glaring.

The turning point came last fall...

In September 2025, NVIDIA's $5 billion strategic investment materialized, alongside an earlier $8.9 billion government capital injection, igniting market sentiment overnight. $Intel (INTC.US)$ The stock price closed up nearly 23% for the day.Since then, the stock price has continued to soar, surging 84% cumulatively in 2025; at the start of 2026, it rose nearly 30%, becoming $S&P 500 Index (.SPX.US)$the third-best performing constituent stock, with the price nearing a two-year high.This stands in sharp contrast to the low point in 2024, reflecting a rapid rise in investor confidence in its ability to regain foundry customers and return to the AI competition track. As of the market opening on January 20th, the share price was at $46.96, with a market cap of approximately $224 billion. The market is eagerly awaiting this earnings report to validate its transformation progress.

The Q3 earnings report released in October 2025 has already confirmed the narrative of 'rising from the ashes':Thanks to cost control and product line adjustments, Intel's Q3 revenue returned to growth, gross margin improved to 40%, turning a profit and surpassing market expectations; meanwhile, management provided an optimistic Q4 guidance.CEO Pat Gelsinger stated,The Q3 results reflect Intel's improved execution and steady progress on strategic priorities. AI is driving accelerated growth in computing demand, creating strong momentum and attractive opportunities across Intel’s product portfolio.

📈Earnings Focus: Can the recovery narrative continue?

1. With the AI growth engine ignited, can the data center business exceed expectations?The market expects this business to achieve strong sequential growth. The key lies in the market acceptance of its Xeon 6 series processors in AI inference scenarios, particularly whether Intel can secure ongoing orders from cloud giants like Amazon and Google based on energy efficiency advantages. Additionally, the technical collaboration with NVIDIA through NVLink will be critical to regaining substantial market share in the AI server space.

2. As AI PCs and foundry transformation advance simultaneously, can Intel achieve a breakthrough in both client solutions and 18A process technology?With the PC market recovering and AI PCs ramping up production, can Intel seize the market opportunity with its first client processor based on the 18A process, Panther Lake? Meanwhile, the long-term transformation of its foundry business is equally crucial. Investors are closely watching the mass production progress of the 18A process, as well as whether collaborations and orders from major clients such as NVIDIA and Apple will be confirmed in the earnings report or guidance. These two directions together will test the effectiveness of Intel’s recovery.

3. Will the 2026 earnings guidance convey sufficient confidence?In the face of industry cycle fluctuations and intensified market competition, management's assessment of the PC recovery trend, capital expenditure plans, and cash flow trajectory will become key indicators influencing market sentiment.

Can this earnings report serve as critical proof for Intel to shed its label as an 'AI laggard'? Will the stock price continue its strong performance?

Come and participate in the prize interactive event~

🎁 [Reward Event]

🏆Event 1: Bull Market Prophet

The fellow investor who correctly predicts Intel's opening price range on January 23 at 9:30 AM EST (10:30 PM Beijing Time) will share the prize equally.10,000 points！

🏆Event Two: Star Analyst Contest

What do you think is the biggest highlight of Intel's Q4 earnings?

Explosive growth in AI chip revenue
Breakthrough progress in foundry business
Continuous improvement in gross margin
2026 guidance exceeds expectations...

Leave a comment (minimum 50 words),Sir Earnings will comprehensively analyze depth and originality to select three insightful comments from fellow investors to reward.188 points！

Note: Both Event One and Event Two will end at 5:00 AM Beijing Time on January 23; rewards for the events can be combined; all rewards will be distributed uniformly after this earnings season concludes.

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