INTC · 10-Q · 2026Q3 · Full report
Segment Profitability
INTEL CORP · 2026-10-30 · Importance 44 · Surprise 24 · From source text
Intel Products operating income increased $1.7 billion to $5.3 billion in Q3 2026 and increased $4.9 billion to $14.2 billion YTD. DCAI operating income rose $2.1 billion in Q3 and $4.9 billion YTD, primarily because higher server revenue lifted product profit; YTD DCAI also benefited from $403 million of lower period charges. CCPG operating income declined $409 million in Q3, including $763 million of higher period charges, but increased $36 million YTD as $735 million of lower operating expenses partly offset $1.5 billion of higher period charges. Intel Foundry's operating loss narrowed to $1.9 billion in Q3 from $2.3 billion and to $6.4 billion YTD from $7.8 billion.
Key facts
- Intel DCAI operating income increased $4.9 billion in YTD 2026 year over year, including $4.5 billion of higher product profit and $403 million of lower period charges. source
- Intel DCAI operating income increased $2.1 billion in Q3 2026 year over year, driven by $2.2 billion of higher product profit from higher server revenue, partly offset by higher server unit costs. source
- Intel Foundry's Q3 2026 operating loss was $1.9 billion versus $2.3 billion in Q3 2025, reflecting $793 million of lower period charges partly offset by $219 million of higher operating expenses. source
- Intel Foundry's YTD 2026 operating loss was $6.4 billion versus $7.8 billion in YTD 2025, with $2.6 billion of lower period charges partly offset by $936 million of lower product profit and $231 million of higher operating expenses. source
- Intel CCPG operating income decreased $409 million in Q3 2026 year over year, driven by $763 million of higher period charges, partly offset by $228 million of lower operating expenses. source
- Intel CCPG operating income increased $36 million in YTD 2026 year over year, with $800 million of higher product profit and $735 million of lower operating expenses partly offset by $1.5 billion of higher period charges. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +29.7% | Intel DCAI operating income increased $4.9 billion in YTD 2026 year over year, including $4.5 billion of higher product profit and $403… |
| operating_income | positive | realized | +12.7% | Intel DCAI operating income increased $2.1 billion in Q3 2026 year over year, driven by $2.2 billion of higher product profit from higher… |
| operating_income | positive | realized | +8.5% | Intel Foundry's YTD 2026 operating loss was $6.4 billion versus $7.8 billion in YTD 2025, with $2.6 billion of lower period charges partly… |
| revenue | positive | realized | — | Intel DCAI operating income increased $2.1 billion in Q3 2026 year over year, driven by $2.2 billion of higher product profit from higher… |