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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.

Market Analysis Perspective: Worldwide Telecom Network Infrastructure, 2025

Ajeet Das — Wed, 05 Nov 2025 05:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide telecom network infrastructure market for 2025. It includes an overview of the current market landscape, technology buyer perspective, a market outlook, and IDC's advice for technology suppliers in this market.

Apple Fiscal 4Q25: Record Revenue, Strong iPhone and Services Performance, But Lingering Doubts About AI

Tom Mainelli — Tue, 04 Nov 2025 05:00:00 GMT

On October 30, 2025, Apple announced its fiscal fourth-quarter results, reporting revenue of $102.5 billion, a 8% year-over-year (YoY) increase and a record for the quarter. Earnings per share rose 13% YoY to $1.85 on an adjusted basis. For the full fiscal year, Apple delivered $416 billion in revenue, its highest ever.

Market Analysis Perspective: Worldwide 5G Monetization and Adoption Strategies, 2025

Jason Leigh — Tue, 04 Nov 2025 05:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide 5G monetization and adoption strategies for 2025. It includes an overview of the current market landscape, technology buyer perspective, a market outlook, and IDC's advice for technology suppliers in this market.

AT&T Drives Growth Through Strategic Execution in 5G, Fiber, and Cash Flow

Jitesh Bhayani — Mon, 03 Nov 2025 05:00:00 GMT

AT&T's 3Q25 results demonstrate continued disciplined execution of its strategy to prioritize 5G wireless and fiber broadband growth while actively managing the decline of legacy business segments. The company reported consolidated revenue of $30.7 billion (up 1.6% year over year [YoY], slightly below consensus), adjusted EBITDA of $11.9 billion (+2.4% YoY), and adjusted EPS of $0.54 (flat YoY, in line with expectations). Free cash flow surged to $4.9 billion, up from $4.6 billion a year ago, supporting a substantial share buyback and reaffirming full-year financial guidance.

Who Is Resisting GenAI Smartphones and Why?

Ramon T. Llamas — Mon, 03 Nov 2025 05:00:00 GMT

This IDC Survey Spotlight examines results from an IDC survey of 2,034 consumers about their thoughts on generative artificial intelligence (GenAI)–powered smartphones conducted in spring 2025. This IDC Survey Spotlight focuses on two of those questions: What percentage of respondents did not have and would not purchase a GenAI smartphone in the future, and why they were not interested in owning a GenAI smartphone.

"As with most new technologies, resistance is to be expected," points out Ramon T. Llamas, research director with IDC's Mobile Phones team. "That 29.9% of our respondents said that they would not purchase a GenAI smartphone in the future should give vendors pause on how to best position these experiences to promote interest in adoption instead of confusion and resistance. To do this, vendors should concentrate on the leading reason why some consumers are resistant: trust. Given how GenAI pulls so much personal information from multiple sources and uses them to create something new, it is easy to see how some consumers can feel uncomfortable and may want to be in control of the process. At the same time, vendors should also educate consumers about how GenAI works and how it helps save both time and effort."

5G and the U.S. Mobile Subscriber: Perspectives on 5G Adoption, Usage, and Satisfaction from IDC's 2025 U.S. Consumer Communications and Mobile Services Survey

Jason Leigh — Fri, 31 Oct 2025 04:00:00 GMT

This IDC Survey provides perspectives on consumer sentiment and buying behavior toward mobile 5G services from IDC's 2025 U.S. Consumer Communications and Mobile Services Survey. This survey was completed in August 2025, and it covered the perspectives of 2,000 respondents from a variety of demographic and socioeconomic backgrounds. The survey seeks to understand current and future 5G wireless service adoption among U.S. consumer mobile subscribers, including 5G uptake rates, impact on mobile phone usage patterns, and factors that influence the choice of a 5G provider.

Market Analysis Perspective: U.S. Mobile and Internet of Things Communications Services, 2025

Jitesh Bhayani, Pahul Singh — Fri, 31 Oct 2025 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the U.S. mobile and Internet of Things communications services market for 2025. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers in this market.

Market Analysis Perspective: Worldwide Client Endpoint Management, 2025

Phil Hochmuth — Fri, 31 Oct 2025 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide client endpoint management market for 2025. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers in this market.