INTC · News · 20261103N

Revenue Performance and Mix

INTEL CORP · 2026-11-03 · Importance 63 · Surprise 64 · In source text

Intel’s Data Center and AI business group reported revenue growth of nearly 80% year over year in the third quarter of 2026. The article said Intel’s PC chip business continued to shrink, but provided no dollar breakdown for either business. It also reported that Intel faced supply constraints for server chips.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized—Intel's data center segment revenue increased nearly 80% year over year in Q3 2026.
net_incomepositiverealized—Intel's third-quarter earnings increased 126% year over year and beat Wall Street analyst expectations.