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

Impact estimates

metricdirectionstageexpectedbasis
net_incomenegativerealized-68.4%INTEL CORP net income (loss) attributable to Intel for the three months ended Jun 27, 2026: ($11,033) million.
revenuepositiverealized+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…
revenuepositiverealized+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…
revenuepositiverealized+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…
revenuenegativerealized-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_incomepositiverealized+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_incomepositiverealized+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_incomepositiverealized+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…
revenuepositiverealized+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_incomenegativerealized-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_incomepositiverealized+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_incomenegativerealized-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…