INTC · News · 20260921N

Revenue Performance and Mix

INTEL CORP · 2026-09-21 · Importance 59 · Surprise 48 · No source text

Intel reported Q2 revenue of $16.1 billion, up 25% year over year and exceeding the materiality threshold of $484 million. Data Center and AI revenue increased 59% year over year, indicating a substantial mix shift toward data-center and AI products. Foundry revenue increased 31% year over year, supporting reported operational improvement and higher potential utilization of Intel’s manufacturing network.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+20.0%Q2 revenue rebounded to $16.1B (+25% y/y), with Data Center and AI up 59% and Foundry up 31%.