- Dec 25, 2013
- 3,899
- 193
- 106
Intel Reports Record Full-Year Revenue of $55.9 Billion
Which means they shipped about or slightly more than 16M tablets in Q4 (5M + 10M + 15M = 30M for Q1-3), which means they could increase their market share by another 50% if they sell 15-20M per quarter in '15.
Another interesting tibdit is:
"The total number of employees was up 1K from the third quarter to 107K."
Which is about flat Y/Y (slightly down from 108K), which should be odd given that Intel announced a 5% lay-off a year ago for 2014.
Another point more of interest for AnandTech is Intel's 10nm spending. The front-end of Intel's 10nm spending impacted Q4 revenue by 0.5 points. For Q1:
- 1.5 points: Higher factory start-up costs
10nm seems to be on track for HVM early next year.
For full 2015:
- 1.0 point: Higher factory start-up costs
The tablet contra-revenue will fade away:
+ 0.5 point: Tablet Impact
Intel will also spend lots of R&D, to make sure certain companies don't switch away from Intel :
"R&D spending is expected to be approximately $12.2B, up from 2014."
Full CFO Commentary
SeekingAlpha coverage and earnings call: http://seekingalpha.com/symbol/INTC
SANTA CLARA, Calif., January 15, 2015 -- Intel Corporation today reported full-year revenue of $55.9 billion, operating income of $15.3 billion, net income of $11.7 billion and EPS of $2.31. The company generated approximately $20.4 billion in cash from operations, paid dividends of $4.4 billion, and used $10.8 billion to repurchase 332 million shares of stock.
For the fourth-quarter, Intel posted revenue of $14.7 billion, operating income of $4.5 billion, net income of $3.7 billion and EPS of $0.74. The company generated approximately $5.8 billion in cash from operations, paid dividends of $1.1 billion and used $4.0 billion to repurchase 115 million shares of stock.
"The fourth quarter was a strong finish to a record year," said Intel CEO Brian Krzanich. "We met or exceeded several important goals: reinvigorated the PC business, grew the Data Center business, established a footprint in tablets, and drove growth and innovation in new areas. There is more to do in 2015. We'll improve our profitability in mobile, and keep Intel focused on the next wave of computing. "
PC Client Group revenue of $34.7 billion, up 4 percent from 2013.
Data Center Group revenue of $14.4 billion, up 18 percent from 2013.
Internet of Things Group revenue of $2.1 billion, up 19 percent from 2013.
Mobile and Communications Group revenue of $202 million, down 85 percent from 2013.
Software and services operating segments revenue of $2.2 billion, up 1 percent from 2013.
Which means they shipped about or slightly more than 16M tablets in Q4 (5M + 10M + 15M = 30M for Q1-3), which means they could increase their market share by another 50% if they sell 15-20M per quarter in '15.
Another interesting tibdit is:
"The total number of employees was up 1K from the third quarter to 107K."
Which is about flat Y/Y (slightly down from 108K), which should be odd given that Intel announced a 5% lay-off a year ago for 2014.
Another point more of interest for AnandTech is Intel's 10nm spending. The front-end of Intel's 10nm spending impacted Q4 revenue by 0.5 points. For Q1:
- 1.5 points: Higher factory start-up costs
10nm seems to be on track for HVM early next year.
For full 2015:
- 1.0 point: Higher factory start-up costs
The tablet contra-revenue will fade away:
+ 0.5 point: Tablet Impact
Intel will also spend lots of R&D, to make sure certain companies don't switch away from Intel :
"R&D spending is expected to be approximately $12.2B, up from 2014."
Full CFO Commentary
SeekingAlpha coverage and earnings call: http://seekingalpha.com/symbol/INTC