Intel Q3 2025 Earnings Turn Profitable

On October 24, Intel announced its Q3 2025 financial results, reporting $13.7 billion in revenue, up 3% year-over-year, and a net profit of $4.1 billion, reversing previous losses. Earnings per share (EPS) came in at $0.90, with non-GAAP EPS at $0.23.

Breaking down its business segments, Intel's Client Computing Group (CCG) generated $8.5 billion in revenue, a 5% increase from Q3 2024. Intel Foundry Services contributed $4.2 billion to the quarter's revenue.

Intel has been in the spotlight recently. The company and the U.S. government reached an agreement to support domestic technology and manufacturing, backed by $8.9 billion in federal funding. This quarter alone, Intel received $5.7 billion from the U.S. government.

On the partnerships front, Intel and NVIDIA unveiled a collaboration to co-develop multi-generational, custom data center and personal computing products for enterprise, consumer, and hyperscale markets. The partnership will combine Intel's advanced CPU technology and x86 ecosystem with NVIDIA's AI and accelerated computing platforms powered by NVLink. NVIDIA also committed $5 billion to purchase Intel common stock, while SoftBank invested $2 billion in Intel shares.

In terms of products, Intel introduced the third-generation Core Ultra processors under the Panther Lake codename—the first client SoCs built on Intel's 18A process. Intel also expanded its collaboration with Microsoft by integrating vPro manageability into Microsoft Intune and advancing Windows ML capabilities. Intel showcased the next-gen Xeon 6+ (Clearwater Forest), based on the Intel 18A process, delivering significant performance and power efficiency improvements. Details were also revealed for the Crescent Island inference-optimized GPU, targeting token cloud and enterprise AI workloads.

Fab 52, Intel's fifth large-scale wafer fab at the Ocotillo campus in Chandler, Arizona, is now fully operational. The facility produces Intel 18A wafers, the most advanced logic wafers currently developed and manufactured in the U.S.