INTC · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
INTEL CORP · 2026-10-30 · Importance 69 · Surprise 64 · From source text
Q3 2026 revenue was $16.5 billion, up $2.9 billion year over year, while YTD revenue was $46.2 billion, up $7.0 billion. Intel Products revenue increased 22% in Q3 and 20% YTD; DCAI revenue rose 78% in Q3 and 53% YTD, while CCPG revenue fell 5% in Q3 but increased 3% YTD. Q3 client revenue declined $424 million as volume fell 14%, partly offset by a 9% increase in ASPs; server revenue increased $2.5 billion as ASPs rose 54% and volume rose 10%. Altera's deconsolidation affected comparisons: All Other revenue fell $301 million in Q3 and $968 million YTD, while Intel Foundry external revenue was $411 million in Q3 and $878 million YTD.
Key facts
- Intel server revenue increased $2.5 billion in Q3 2026, with server ASPs up 54% and server volume up 10% year over year. source
- Intel's other DCAI revenue was $1.4 billion in Q3 2026, up $743 million year over year, driven by higher demand for purpose-built silicon. source
- Intel's other DCAI revenue was $3.3 billion in YTD 2026, up $1.3 billion year over year, driven by higher demand for purpose-built silicon. source
- Intel server revenue increased $5.2 billion in YTD 2026, with server ASPs up 44% and server volume up 4% year over year. source
- Intel client revenue was $6.9 billion in Q3 2026, down $424 million year over year, driven by a 14% volume decrease; a 9% ASP increase partially offset the decline. source
- Intel client revenue was $21.3 billion in YTD 2026, up $763 million year over year, driven by a 17% ASP increase and partially offset by a 12% volume decrease. source
- Intel Foundry external revenue was $411 million in Q3 2026, up $379 million year over year, primarily from revenue recognized under a non-recurring foundry contract. source
- Intel’s net revenue was $16.513 billion for the three months ended September 26, 2026, compared with $13.653 billion for the three months ended September 27, 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +31.5% | Intel server revenue increased $5.2 billion in YTD 2026, with server ASPs up 44% and server volume up 4% year over year. |
| revenue | positive | realized | +17.3% | Intel’s net revenue was $16.513 billion for the three months ended September 26, 2026, compared with $13.653 billion for the three months… |
| revenue | positive | realized | +7.9% | Intel's other DCAI revenue was $3.3 billion in YTD 2026, up $1.3 billion year over year, driven by higher demand for purpose-built silicon. |
| revenue | positive | realized | +4.8% | Intel Foundry external revenue was $878 million in YTD 2026, up $793 million year over year, primarily because Altera transitioned to an… |
| revenue | positive | realized | +4.6% | Intel client revenue was $21.3 billion in YTD 2026, up $763 million year over year, driven by a 17% ASP increase and partially offset by a… |