Earnings
Headline: Intel beat Q4 guidance on revenue, gross margin, and EPS, but flagged a Q1’26 supply trough as buffer inventory is depleted; AI-led demand remains strong across client, server, networking, and custom ASIC. Key Metrics * Revenue: $13.7B (high end of guide). * Non-GAAP gross margin: 37.9% (+140 bps
Earnings
Earnings
Headline: Disney opened FY26 with strength in Studios + Parks and accelerating streaming profitability, while ESPN’s new “Unlimited” app + NFL assets aim to deepen engagement and steady subs. Key Metrics (from transcript) * Studio box office (CY2025): $6.5B+ global box office; Disney’s #1 global box office studio 9 of
Earnings
Earnings
Earnings
Earnings
Earnings
Earnings
Headline: R2 on track for 1H26 launch; software/JV momentum lifts mix while 2025 guidance is reaffirmed and cost/ tariff headwinds ease into Q4. 📊 Key Metrics * Consolidated revenue (GAAP): $1,600M. * Gross profit (GAAP): $24M (includes $125M depreciation; $24M SBC). * Adjusted EBITDA: -$602M. * Automotive revenue: $1,100M; Automotive gross
Earnings
Headline: Record Q3 on AI demand; FY25 guide intact and FY26 revenue target set at $10.65B, with near-term gross margin pressure from AI/Cloud mix and tariffs. Key Metrics * Non-GAAP revenue: $2.30B (+27.5% YoY). * Non-GAAP gross margin: 65.2% (mix and inventory benefits). * Operating income: $1.12B
Earnings
Headline: AI server ramp drives record orders but near-term gross margin compression; Q2 sales guided to $10–$11B and full-year raised to ≥$36B as DCPS “AI factory” strategy scales. 📊 Key Metrics * Net revenue: $5.0B (-15% YoY, -13% QoQ; below prior $6–$7B guide). * Non-GAAP gross margin: 9.5%. * Non-GAAP
Earnings
Headline: Record quarter on broad-based strength—Data Center and Client lead; AI accelerators ramping now, with MI450/Helios set to drive the next leg in 2026. Key Metrics (per call’s non-GAAP framing) * Revenue: $9.2B (+36% YoY). * Gross margin: 54.0%. * Operating income: $2.2B (24.0% margin). * Diluted