Intel Corp. · INTC · Next earnings

Intel Corp. reports Thursday, Jan 28, 2027

INTC reports after market close with consensus EPS at $0.27 and revenue at $15.69B. Last quarter: Intel: AI Server Demand Offsets PC Weakness, CapEx Rises

Reports After market close84 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.27 Calendar consensus
Consensus revenue $15.69B Calendar consensus
Report date Jan 28, 2027 Thursday, date estimated
Session After market close 84 days away

Where INTC left off: FY2026 Q3

Full report

Intel: AI Server Demand Offsets PC Weakness, CapEx Rises

EPS surprise +27.9% Reported $0.52 vs $0.41
Revenue surprise -0.3% Reported $16.51B vs $16.56B
Stock move -28.6% Event window
Subsequent drift 0.0% Up to 20 sessions

Overall guidance sentiment was maintained. The capex outlook remains increasing, with spending set to rise in 2026 and increase sharply in 2027 to support Intel 3, 18A and 14A ramps.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • PC demand weakness, inventory correction and memory shortages.
  • Operational disruption from the Israel fab incident.
  • High capital intensity and potential 2027 free-cash-flow constraints.
  • Competition from AMD and Arm in CPUs and GPUs.
  • Margin pressure from lower-margin purpose-built silicon and packaging mix.

Questions analysts left open

  • Size and timing of the PC inventory correction.
  • Financial impact of the Israel fab shutdown beyond the stated estimate.
  • Ability to generate free cash flow in 2027 amid elevated CapEx.
  • Market-share outlook versus AMD and Arm.
  • Margin pressure from purpose-built silicon and packaging mix.

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Recent INTC quarters

All INTC earnings
-28.6%FY2026 Q3-7.9%FY2026 Q2+23.6%FY2026 Q1-17.0%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.