Intel(US:INTC) 3 6 Ke·2025-10-24 02:35Group 1 - The core financial data of Intel's Q3 2025 report exceeded Wall Street analysts' expectations, signaling a strong recovery from a year and a half of revenue decline [3][5] - Intel achieved revenue of $13.7 billion, a 3% year-over-year increase, marking its first positive growth since Q1 of the previous year [5] - Adjusted EPS reached $0.23, significantly surpassing the expected $0.01, indicating a successful turnaround from losses [5] Group 2 - The adjusted gross margin surged to 40.0%, well above the expected 35.7%, and up from 18% year-over-year, reflecting improved profitability [5] - Client Computing Group (CCG) revenue grew by 5% year-over-year, indicating a mild recovery in the personal computer market [5] - Despite a slight 1% decline in Data Center and AI (DCAI) revenue, management remains optimistic about future demand due to the need for CPU upgrades in data centers [6] Group 3 - Intel's Q4 revenue guidance is set at $13.3 billion, slightly below Wall Street expectations, but does not include revenue from the recently divested Altera business, which is expected to contribute $400 to $500 million [6] - The company received $5.7 billion in investments from the U.S. government as part of a broader $8.9 billion funding initiative to support domestic manufacturing [7] - A $5 billion common stock investment agreement with NVIDIA is expected to be completed by the end of Q4, further strengthening Intel's financial position [7]