INTC · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
INTEL CORP · 2026-07-24 · Importance 59 · Surprise 48 · No source text
Second-quarter 2026 net revenue increased 25% year over year to $16,128 million from $12,859 million, while first-half revenue increased 16% to $29,705 million from $25,526 million. Second-quarter CCPG revenue rose 13% to $8,877 million and DCAI revenue rose 59% to $6,262 million. First-half CCPG revenue increased 7% to $16,604 million, while DCAI revenue increased 40% to $11,314 million. Intel Foundry revenue increased 30% year over year in the second quarter to $5,765 million and 23% in the first half to $11,186 million, but intersegment eliminations increased to $5,477 million and $10,728 million, respectively.
Key facts
- Server ASPs increased 48% in Q2 2026 and 38% in YTD 2026 compared to the prior-year periods. source
- DCAI revenue was $6,262 million in Q2 2026, an increase of $2.3 billion from Q2 2025, primarily driven by higher server revenue. source
- Total Intel Products revenue was $15.1 billion in Q2 2026 and $27.9 billion in YTD 2026. source
- CCPG revenue was $8,877 million and DCAI revenue was $6,262 million in Q2 2026 (Total Intel Products $15,139 million). source
- Total consolidated net revenue was $16,128 million in Q2 2026 and $29,705 million in YTD 2026. source
- Client ASPs increased 27% in Q2 2026 and 22% in YTD 2026 compared to the prior-year periods. source
- INTEL CORP net income (loss) attributable to Intel for the three months ended Jun 27, 2026: ($11,033) million. source
- INTEL CORP earnings (loss) per share attributable to Intel—basic for the three months ended Jun 27, 2026: ($2.16). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | negative | realized | -68.4% | INTEL CORP net income (loss) attributable to Intel for the three months ended Jun 27, 2026: ($11,033) million. |
| revenue | positive | realized | +55.0% | INTEL CORP consolidated segment revenue for CCPG for the three months ended Jun 27, 2026: $8,877 million; for DCAI: $6,262 million; Intel… |
| revenue | positive | realized | +38.8% | INTEL CORP consolidated segment revenue for CCPG for the three months ended Jun 27, 2026: $8,877 million; for DCAI: $6,262 million; Intel… |
| revenue | positive | realized | +35.8% | INTEL CORP consolidated segment revenue for CCPG for the three months ended Jun 27, 2026: $8,877 million; for DCAI: $6,262 million; Intel… |
| revenue | negative | realized | -34.0% | INTEL CORP consolidated segment revenue for CCPG for the three months ended Jun 27, 2026: $8,877 million; for DCAI: $6,262 million; Intel… |
| operating_income | positive | realized | +29.9% | INTEL CORP consolidated segment operating income (loss) for CCPG for the three months ended Jun 27, 2026: $2,343 million; DCAI: $2,474… |
| operating_income | positive | realized | +15.3% | INTEL CORP consolidated segment operating income (loss) for CCPG for the three months ended Jun 27, 2026: $2,343 million; DCAI: $2,474… |
| operating_income | positive | realized | +14.5% | INTEL CORP consolidated segment operating income (loss) for CCPG for the three months ended Jun 27, 2026: $2,343 million; DCAI: $2,474… |
| revenue | positive | realized | +14.3% | DCAI revenue was $6,262 million in Q2 2026, an increase of $2.3 billion from Q2 2025, primarily driven by higher server revenue. |
| operating_income | negative | realized | -12.9% | INTEL CORP consolidated segment operating income (loss) for CCPG for the three months ended Jun 27, 2026: $2,343 million; DCAI: $2,474… |
| operating_income | positive | realized | +11.1% | INTEL CORP consolidated segment operating income (loss) for CCPG for the three months ended Jun 27, 2026: $2,343 million; DCAI: $2,474… |
| operating_income | negative | realized | -8.8% | INTEL CORP consolidated segment operating income (loss) for CCPG for the three months ended Jun 27, 2026: $2,343 million; DCAI: $2,474… |