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News Intel 2Q25 Earnings

H

Hitman928

Diamond Member
Still losing money. Revenue flat Y/Y, margins continue to drop. Third quarter forecast is to lose more money but increase revenues a little Q/Q. 18a on track, first PTL SKU to ship this year.

seekingalpha.com

Intel Reports Second-Quarter 2025 Financial Results (2025-07-24)

Intel Corporation today reported second-quarter 2025 financial results. “Our operating performance demonstrates the initial progress we are making to improve our execution and drive greater efficiency,” said Lip-Bu Tan, Intel CEO.“ We are laser-focused on strengthening our core product portfolio...
seekingalpha.com seekingalpha.com
 
And plans to quit Europe and Costa Rica, damn, don't be surprised if this continues, Intel goes fabless.
 
This is karma. The sooner they rid themselves of their IDF legacy, the sooner they can rise anew. Until then, it's scary to think about a world without Intel since they have shaped everyday computing for more than 30 years of my life. Can AMD shoulder that burden alone? Do they actually BUY Intel for scraps, thus ensuring a less scary future of personal computing?
 
From LBT's "letter":
In data center, we are focused on regaining share as we ramp Granite Rapids while also improving our capabilities for hyperscale workloads. To support this, we are reintroducing simultaneous multi-threading (SMT). Moving away from SMT put us at a competitive disadvantage. Bringing it back will help us close performance gaps. We are also making good progress in our search for a new leader of our data center business, and I plan to share more on that this quarter.
Click to expand...
Was SMT ever removed from the Xeon roadmap? I thought it was planned for the all P-core designs.
 
gdansk said:
From LBT's "letter":

Was SMT ever removed from the Xeon roadmap? I thought it was planned for the all P-core designs.
Click to expand...

Diamond Rapids, apparently.

Now the question is if Intel is going to delay Diamond Rapids to re-activate it or if it will be only for the generation after it.
 
I could see the EU and a few other countries like Japan, Australia, Canada etc. coming up with some cash to run the previously Intel fabs as a joint effort to stave off the threat of TSMC worst case scenario.

If they can even just manage to be the No.2 semiconductor fabrication company in the world post-Intel, it would suffice.
 
igor_kavinski said:
I could see the EU and a few other countries like Japan, Australia, Canada etc. coming up with some cash to run the previously Intel fabs as a joint effort to stave off the threat of TSMC worst case scenario.

If they can even just manage to be the No.2 semiconductor fabrication company in the world post-Intel, it would suffice.
Click to expand...
Why would They do that?
 
Joe NYC said:
Diamond Rapids, apparently.

Now the question is if Intel is going to delay Diamond Rapids to re-activate it or if it will be only for the generation after it.
Click to expand...
I don't think Intel can afford to delay DMR.
An interesting question if when DMR next is going to be. 27 means it uses GFC, 28 means unified core might be on the table.
Intel has yet to give us a product roadmap for the next few years. Since LBT became CEO, updates on the roadmap to the public have been nonexistent.
 
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