Intel (INTC) reported its third-quarter 2025 earnings today, October 23, 2025, with GAAP EPS of $0.90 and non-GAAP EPS of $0.23, beating revenue expectations with $13.7 billion. The company forecasts fourth-quarter 2025 revenue between $12.8 billion and $13.8 billion and non-GAAP EPS of $0.08. These results follow the second quarter, which saw a revenue beat but an EPS miss, and included restructuring charges and workforce reductions.
Third-quarter 2025 highlights
- Revenue: $13.7 billion (up 3% year-over-year).
- GAAP EPS: $0.90.
- Non-GAAP EPS: $0.23.
- Outlook for Q4 2025: Revenue is projected to be between $12.8 billion and $13.8 billion, with a non-GAAP EPS of $0.08.
- Note: The results exclude results from Altera following its majority stake sale.
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总体来看，NVIDIA对Intel的投资为市场带来了积极信号，显示出产业链对其制造潜力与长期价值的认可。加上前期利空已大多释放，本季度财报有望相对亮丽，不利因素早已反映在股价中，而近期的成本控制与资产重组可能改善盈利表现。短期内，Intel股价具备修复与反弹空间。
不过，从长期来看，Intel仍需面对技术落后、组织效率与人才结构等深层挑战。NVIDIA的投资带来信任与合作机遇，但能否转化为持续增长动力，仍取决于Intel能否真正完成结构性改革与技术突破。总体判断：短期偏乐观，长期仍需观望。
