rsshardware

Intel FY 3Q25 Results: Intel Delivered a Stronger-Than-Expected Third Quarter, Marking its Fourth Consecutive Quarter of Sequential Improvement

Jim Hines, Brandon Hoff, Jeff Janukowicz, Phil Solis — Thu, 06 Nov 2025 05:00:00 GMT

On October 23, 2025, Intel announced its 3Q25 financial results. Intel reported revenue of $13.7 billion, up 3% year-over-year (YoY) and 6% quarter-over-quarter (QoQ). Non-GAAP earnings per share attributable to Intel was $0.23, with non-GAAP gross margin reaching 40.0%, up 22 percentage points from the previous quarter on higher revenue, a more favorable mix, and lower inventory reserves, partially offset by higher volume of Lunar Lake and the early ramp of Intel 18A.

Product and Segment Performance

Client Computing (CCG): Revenue reached $8.5 billion, up 8% sequentially, driven by a Windows 11 refresh cycle and early ramp of Lunar Lake and Arrow Lake. Upcoming Panther Lake product line is on track for year-end, setting up 2026 for continued PC TAM growth, which IDC forecasts at 274 million units.

Data Center and AI (DCAI): Revenue rose 5% sequentially to $4.1 billion, buoyed by demand for Granite Rapids Xeon 6 and AI-driven server refreshes. Intel emphasized that inference workloads, not training, will drive long-term CPU relevance within AI infrastructure.

Intel Foundry: Revenue of $4.2 billion declined 4% sequentially but improved in operating loss by $847 million. Progress continued on Intel 18A (now fully operational at Fab 52 in Arizona) and Intel 14A development. Foundry remains central to Intel’s strategy to capture AI-era wafer and packaging demand, particularly with differentiated EMIB-T technology.

The collaboration with NVIDIA, linking x86 CPUs with NVLink-enabled AI platforms, is strategically significant—positioning Intel as a key participant in next-generation AI systems. The company’s focus on revitalizing its architecture through the Central Engineering Group and expanding into ASIC and custom design services signals a broader shift toward a modular, diversified silicon strategy.

Outlook

Intel expects demand to exceed supply into 2026. The company anticipates peak shortages in early 2026 and does not plan significant 18A wafer supply increases during the year. Intel reaffirmed its commitment to launching Panther Lake (18A-based) by year-end, with additional SKUs in the first half of 2026. Intel noted that 18A yields are progressing as expected, with production yields expected by late 2026.

For 4Q25, Intel is forecasting a revenue range of $12.8-13.8 billion, non-GAAP gross margin of 36.5%, and non-GAAP EPS of $0.08.

With Telecom Services Spending Growing Less than 2% Annually, Operators Turn to AI to Boost EBITDA Margins

Thu, 06 Nov 2025 05:00:00 GMT

NEEDHAM, Mass. November 6, 2025 – Worldwide spending on telecommunication and pay TV services will reach $1,532 billion in 2025, representing an increase of +1.7% year-on-year, according to the International Data Corporation (IDC) Worldwide Semiannual Telecom Services Tracker . The latest forecast is slightly more optimistic compared to the forecast published earlier this year, as it assumes a 0.1 percentage point higher growth of the total market value.

2Q25 Korea Enterprise Infrastructure Servers Compete (Historical and Forecast)

Min-Cheol Kim — Wed, 05 Nov 2025 05:00:00 GMT

This IDC Presentation, titled Korea Enterprise Infrastructure Servers: Compete, is a companion product to IDC’s flagship trackers, which are leading industry benchmarks for measuring and monitoring a market’s size and forecast. The presentation provides an in-depth analysis of the Korea enterprise infrastructure servers market that will help customers develop a deeper sense of the trends to prepare a sound market strategy. IDC’s in-country tracker analysts provide an unrivaled, in-depth market view based on the latest trends and analysis gathered from numerous supplier interviews and other secondary sources.

JumpCloud and Breez: From Small Biz to Big Whiz

Emanuel Figueroa, Frank Dickson — Wed, 05 Nov 2025 05:00:00 GMT

Identity threats aren't just multiplying; they're mutating. Attackers exploit compromised credentials and creep privilege, leaving traditional IAM defenses scrambling. JumpCloud's acquisition of Breez, an identity threat detection and response (ITDR) provider, is a strategic counterstrike. This move brings advanced analytics, agentic AI-driven investigations, and automated remediation into JumpCloud's arsenal — delivering proactive identity risk management without drowning teams in complexity.

ORO Imagine 2025: ORO Labs' Spend Orchestration Vision for the AI-Powered Enterprise

Patrick Reymann — Wed, 05 Nov 2025 05:00:00 GMT

ORO Imagine at DPW 2025 spotlighted ORO Labs' latest advances in spend orchestration, unveiling agentic AI enhancements in Amsterdam before global procurement leaders. Keynotes stressed harmonizing systems, adaptability, and empowering users, shifting procurement from rule enforcement to strategic enablement. Client success stories from Bayer and Liberty Global affirmed measurable gains in speed, compliance, and experience, while agentic AI and no-code workflows can help differentiate ORO Labs in a rapidly evolving market.

Ping Identity Signs Agreement to Acquire Keyless: When AI Pretends, Ping Defends

Emanuel Figueroa, Frank Dickson — Wed, 05 Nov 2025 05:00:00 GMT

Deepfakes aren't just a novelty; they're a growing threat to identity security. As AI-driven impersonation becomes more sophisticated, traditional authentication methods are struggling to keep pace. Ping Identity's announcement of the agreement to acquire Keyless, a provider of privacy-preserving biometric authentication, reflects a strategic alignment with the company's long-term focus on verified trust and secure, frictionless experiences. The agreement underscores Ping's commitment to privacy-first authentication while highlighting the company's intent to address evolving identity threats once the transaction closes.

Twilio 3Q25 Earnings: Market Leading Growth Fueled by Its Core Competencies and AI Momentum

Courtney Munroe, Avinash Naga — Wed, 05 Nov 2025 05:00:00 GMT

Worldwide Enterprise Server Workloads by Operating System Environment Forecast, 2025-2029

Ryan Caskey, Max Pepper — Wed, 05 Nov 2025 05:00:00 GMT

This IDC presentation provides forecast figures for enterprise spending on server hardware split by workload category and operating system environment (OSE) from 2024 to 2029. This presentation serves as a companion to the full-length market forecast document and is intended for subscribers to IDC's Storage and Computing Infrastructure Software Platforms research program. This presentation provides further detail into spending on server hardware by workload category (application development and test, business applications, data management, digital services, email/collaborative and content applications, infrastructure, and technical applications) and operating system environment (Windows, Linux, and mainframe and other OSs). It also contains select commentary related to market trends and expectations over the forecast period in the context of IDC's server operating system environments competitive market.

Although 2023 was a slower year, we remained optimistic about the future, and that outlook hasn't changed. We anticipate sustained overall growth through 2029 as the market continues to thrive.

Worldwide Server Infrastructure Workloads by Operating System Environment Forecast, 2025-2029

Max Pepper — Wed, 05 Nov 2025 05:00:00 GMT

This IDC presentation provides an overview of the market size and forecast from 2025 to 2029 for global spending on enterprise servers by server operating system (OS). It also provides a segmentation of this market view and forecast by workload categories and workloads.

"Linux will see strong growth as many solutions native to the operating system help enable the integration of AI and modernized applications into IT ecosystems. However, Windows still plays a critical role for many organizations, especially among more mature workloads, and we can expect these workloads will continue to be supported and enabled into the forecast period," said Max Pepper, senior research analyst, Enterprise and Emerging Workloads, Worldwide Infrastructure Research, IDC.

ACI Worldwide Payments Unleashed 2025: Advancing Orchestration, Cross-Border Intelligence, and Scalable Trust in Global Payments

Sam Abadir, Aaron Press, Jerry Silva — Tue, 04 Nov 2025 05:00:00 GMT

ACI Worldwide's Payments Unleashed conference underscored that reducing payment costs and expanding cross-border reach now depend on intelligent orchestration across compliance, risk, and fraud functions. Institutions are consolidating fragmented systems and controls and monitoring into unified payment hubs that streamline operations and eliminate duplication. The introduction of ACI Connetic, ACI's next-generation payments hub, reflects this convergence by bringing payments, orchestration, and intelligence together within a single architecture designed for scale, interoperability, and resilience.

By embedding fraud detection, AML, sanctions screening, and compliance logic directly into orchestration workflows, institutions can lower operating costs while ensuring consistency across payment types and jurisdictions. Cloud-native design and shared data frameworks enable the reuse of compliance and risk models across multiple payment rails, reducing adaptation costs and enhancing audit readiness. AI-driven analytics strengthen early anomaly detection, improve explainability, and reduce false positives, directly lowering fraud losses and manual review time. Expansion into new corridors and use cases increasingly depends on demonstrating regulatory maturity, operational transparency, and cross-border fraud resilience. Compliance and payments intelligence are now viewed not only as safeguards but as enablers of scalable, cost-efficient growth.