Intel Stock Plunges 10% as 'Intel Q4 2025 earnings report' Shows Revenue Slump
Intel shares dropped over 10% following the Intel Q4 2025 earnings report. Revenue fell 4% to $13.7 billion as the company eyes a foundry ramp-up in late 2026.
A 10% slide in early trading says it all. Intel's latest earnings report has sent investors running for the exits as the chipmaker struggles to find its footing in the AI era. According to Reuters, the company's ambitious turnaround plan is hitting a significant wall of market skepticism.
Intel Q4 2025 Earnings Report: Breaking Down the $13.7 Billion Revenue Miss
For the October-December quarter of 2025, Intel reported revenue of $13.7 billion, representing a 4% year-on-year decline. The disappointing figures come at a time when rivals like Nvidia and TSMC are riding high on the AI wave. The market's reaction was swift and brutal, wiping billions off the company's valuation in minutes.
Betting Big on a Second-Half Foundry Recovery
Despite the grim quarter, Intel's leadership is looking toward a brighter horizon. The company expects contract chipmaking orders to ramp up significantly in the second half of 2026. This pivot to the foundry model is seen as Intel's best shot at redemption. However, with TSMC planning record capex of up to $56 billion for 2026, the mountain Intel needs to climb remains incredibly steep.
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