Intel is preparing to announce its second-quarter earnings, anticipated to show a sharp year-over-year revenue decline. Wall Street forecasts an earnings per share (EPS) of only $0.01 for this quarter. However, estimates indicate a substantial recovery in full-year EPS, potentially exceeding a 300% increase from 2024 levels. Key points of interest include the performance of Intel Foundry, margin control amid expectations, demand for AI-driven products, PC market trends, and capital expenditures in line with the CHIPS Act.
Intel is expected to post a steep YoY revenue decline, with analysts forecasting just $0.01 in profit. For the full year, however, EPS is expected to surge more than 300% from 2024 levels.
Margins, gross profit, and cost control are crucial, especially with just $0.01 in EPS forecast for Q2; preservation of margins is critical.
While Nvidia dominates the high-end GPU space, Intel is positioning its Gaudi chips for AI training and inferencing, aiming for improved sentiment among investors.
PC sales remain a significant earnings factor; Intel has noted 'channel normalization' and improving trends in commercial demand, which could elevate forecasts.
Collection
[
|
...
]