INTC Q3 2026 Revenue $16.5 billion, Beat Guidance by $0.2 billion above midpoint
INTC beat prior Q3 2026 Revenue guidance by $0.2 billion above midpoint. FY 2026 Non-GAAP Operating Expenses was cut by $-200.0M to $16.3 billion approximately. Non-GAAP EPS of $0.52 beat guidance of $0.38 by $0.14, while non-GAAP gross margin of 44.1% exceeded the 42.0% midpoint by 2.1 percentage points. Revenue grew 21% year-over-year, including the company's strongest data center revenue growth in 15 years. For Q4 2026, Intel forecasts revenue of $15.0 billion to $16.0 billion, with non-GAAP EPS of $0.25.
Guidance comparison
Guidance updates
Forward guidance
Key takeaways
Q3 2026 revenue of $16.5 billion up 21% YoY, beating guidance midpoint of $16.3 billion by $0.2 billion
Non-GAAP EPS of $0.52 beat guidance of $0.38 by $0.14; GAAP EPS of $0.60 beat guidance of $0.31 by $0.29
Non-GAAP gross margin of 44.1% up 4.1 ppts YoY, exceeding 42.0% guidance midpoint by 2.1 ppts
Data Center and AI (DCAI) revenue of $7.3 billion up 78% YoY, the company's strongest data center growth in 15 years
Intel Foundry revenue of $6.7 billion up 58% YoY with improving yields and cycle times
Client Computing and Physical AI Group (CCPG) revenue of $8.1 billion down 5% YoY due to PC market headwinds
Q4 2026 guidance: revenue $15.0-$16.0 billion, non-GAAP gross margin 38.0%, non-GAAP EPS $0.25
Key metrics
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