Intel Corporation (INTC) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

I am joined today by our CEO, Lipu Tan, and our CFO, David Zinsner. Lipu will open with comments on our fourth quarter results, as well as provide an update on the progress we were making on our strategic priorities. Dave will then discuss our overall financial results, including first quarter guidance, before we transition to answer your questions. Before we begin, please note that today's discussion does contain forward-looking statements based on the environment as we currently see it, and as such are subject to various risks and uncertainties. It also contains references to non-GAAP financial measures that we believe provide useful information to our investors. Our earnings release, most recent annual report on Form 10-K, and other filings with the SEC provide more information on specific risk factors that could cause actual results to differ materially from our expectations. They also provide additional information on our non-GAAP financial measures, including reconciliations where appropriate to our corresponding GAAP financial measures. With that, let me turn things over to Lipu. Thank you, John, and thank you all for joining us today. 2025 was a year of solid progress. Over the last 10 months, we established the foundation for new Intel. a more focused and execution driven company. We simplify our organization and greatly reduce bureaucracy to improve efficiency and accelerate decision making. We also recruited new leaders from the outside and empower key leaders from within. We strengthen our balance sheet, forge strong new partnership and deepened relationship with existing as well as new customers. I'm encouraged by my conversation with our customers and partners around the world. I'm hearing a clear, consistent message. They see the progress we are making...