INTEL $INTC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $16.5B (Est. $16.5B) 🟡; +21% YoY 🔹 Adj. EPS: $0.52 (Est. $0.40) 🟢; +126% YoY 🔹 GAAP EPS: $0.60 🔹 Non-GAAP GM: 44.1% (Est. 42.1%) 🟢; +410 bps YoY 🔹 Gross CapEx: $4.2B; -43% YoY Q4 Guide: 🔹 Revenue: $15.0B-$16.0B (Est. $17.1B) 🔴 🔹 Non-GAAP EPS: $0.25 (Est. $0.43) 🔴 🔹 Non-GAAP GM: 38.0% (Est. 42.4%) 🔴 🔹 GAAP EPS: $0.10 Segment Revenue: 🔹 CCPG: $8.1B; -5% YoY 🔹 DCAI: $7.30B (Est. $6.46B) 🟢; +78% YoY 🔹 Intel Foundry: $6.7B; +58% YoY 🔹 All Other: $0.7B; -30% YoY 🔹 Total Intel Products: $15.4B; +22% YoY Other Q3 Metrics: 🔹 Operating Cash Flow: $5.1B (Est. $4.9B) 🟢 🔹 Non-GAAP Oper Margin: 19.6%; +8.4 ppts YoY 🔹 Adj. Free Cash Flow: $1.6B Key Updates: 🔹 Escrowed Shares: $120M mark-to-market gain; +$0.17 EPS 🔹 Public Equity Offering: $23B completed 🔹 Intel 14A: 0.9 process design kit released in October Comments: 🔸 “Revenue, gross margin and earnings per share exceeded guidance, including our strongest data center revenue growth in 15 years.” 🔸 “Looking ahead, we see the PC slowdown continuing at least through the first half of next year, but we remain optimistic about the opportunities across our broader portfolio, and we will continue making disciplined investments in capacity and working capital to increase supply and support future growth.”