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Intel(INTC) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Q2 2025 revenue was up 0.2% year-over-year, exceeding April outlook by $1.1 billion[17] - Non-GAAP gross margin decreased by 9.0 percentage points year-over-year, falling 6.8 percentage points below April outlook[17] - Non-GAAP EPS decreased by $0.12 year-over-year, $0.10 below April outlook[17] - The company projects Q3 2025 revenue between $12.6 billion and $13.6 billion[40] - The company expects approximately $18.0 billion in GAAP additions to property, plant and equipment for full-year 2025[47] Segment Performance - Client Computing Group revenue was $7.6 billion with a 26.1% segment operating margin[23] - Data Center and AI revenue was $4.1 billion with a 16.1% segment operating margin[25] - Network and Edge Group revenue was $4.7 billion with a -71.7% segment operating margin[28] - All Other segment revenue was $943 million with a 6.6% segment operating margin[32] Strategic Initiatives - The company is focused on disciplined foundry, revitalizing x86 ISA, addressing AI opportunity, and improving balance sheet[15] - Intel 18A is progressing with Intel 14A engagements underway[15] - The company is simplifying operations and improving execution[12] - The company expects Altera stake sale to close in Q3[33]