Intel reported Q2 2026 earnings on July 23, posting revenue of $16.1B (up 25% YoY) and adjusted EPS of $0.42, well...
Intel reported Q2 2026 earnings on July 23, posting revenue of $16.1B (up 25% YoY) and adjusted EPS of $0.42, well above consensus estimates of $14.42B and $0.21 (CNBC).
confidence score
Strong evidence: 12 independent source classes support this read.
INTC has not made a large direction-matching 30-90 day move yet.
signal brief
Intel reported Q2 2026 earnings on July 23, posting revenue of $16.1B (up 25% YoY) and adjusted EPS of $0.42, well above consensus estimates of $14.42B and $0.21 (CNBC). The company raised its capex outlook for both 2026 and 2027, citing AI-driven demand that exceeds supply (Tom's Hardware). CEO Lip-Bu Tan confirmed Intel is fully committing to 14A (1.4nm-class) high-volume manufacturing in 2028, signaling aggressive process technology advancement. While the stock slipped after hours due to broader market sell-off and lack of a marquee foundry customer, the fundamental strength is evident. The foundry segment grew 31% YoY to $5.8B, and data center revenue surged 59% to $6.3B (Data Center Dynamics). Intel also disclosed a partnership with China-based Lens Technology to explore glass substrate packaging (Digitimes).
What the sources said
- "Intel reported better-than-expected second-quarter results... fastest revenue growth rate for any quarter since 2011" (CNBC).
- "Intel commits to 14A mass production in 2028 as its sales rise 25% year-over-year" (Tom's Hardware).
- "Intel posted fastest YoY growth since 2011, with Q2 2026 revenue totaling $16.1bn" (Data Center Dynamics).
- "CEO Lip-Bu Tan said in a statement that the company is seeing 'unprecedented demand' in the compute business" (CNBC).
source data used
“Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded...”
- https://www.federalregister.gov/documents/2026/07/24/2026-15035/foreign-trade-zone-ftz-75-notification-of-proposed-production-activity-intel-corporation
“assets: 211429000000 (10-Q filed 2026-07-24) common_stock_capital: 65185000000 (10-Q filed 2026-07-24) net_income: -3739000000 (10-Q filed 2026-07-24) revenue: 25526000000 (10-Q filed 2026-07-24)”
“Latest News [Intel Reports Second-Quarter 2026 Financial Results](https://www.intc.com/news-events/press-releases/detail/1776/intel-reports-second-quarter-2026-financial-results) [View All Press Releases](https://www.intc.com/news-events/press-releases) For Fisca”
“Keep me signed in Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the...”
- https://www.eetimes.com/intel-foundry-improves-execution-but-external-customers-remain-the-test/
“Intel commits to 14A mass production in 2028 as its sales rise 25% year-over-year It continues to bleed money. Intel on Thursday published its financial results for the second quarter of 2026, posting revenue of $16.1...”
“This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Friday. Whether you're spending the weekend seeing "The Odyssey" or playing video games, we have the latest news to know...”
“Intel reported better-than-expected second-quarter results on Thursday, notching its fastest revenue growth rate for any quarter since 2011 and issuing guidance that topped expectations. Here's how the chipmaker did versus LSEG consensus estimates - Earnings per...”
- https://www.datacenterdynamics.com/en/news/intel-posts-fastest-yoy-growth-since-2011-with-q2-2026-revenue-totaling-161bn/
“US stock futures traded with modest gains on Friday, 24 July, as crude oil prices retreated from recent highs, while a 4% jump in Intel shares in pre-market trading following its second-quarter results helped lift sentiment...”
“<table> <tr><td> <a href="https://www.reddit.com/r/hardware/comments/1v5z80n/intel_commits_to_14a_mass_production_in_2028_as/"> <img alt="Intel commits to 14A mass production in 2028 as its sales rise 25% year-over-year" src="https://external-preview.redd.it/H66-pME_fDr5TxLRXC96ZnzsCWnuru4xk9C-WhkDm”
“Manifold consensus on 'Will Intel manufacture NVIDIA chips by the end of 2026?': YES=27.00%”
“Manifold consensus on 'Tesla announces formal Intel partnership for AI chip fab by June 30, 2026': YES=96.54%”
“Manifold consensus on 'Will there be a joint venture chip foundry between TSMC and Intel? 🇺🇸🦾🤖💻': YES=48.73%”
“Manifold consensus on 'Will Intel's lithography catch up with TSMC by 2028?': YES=14.03%”
spillover entities
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.