INTEL $INTC Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $16.1B (Est. $14.50B) 🟢; +25% YoY 🔹 Adj. EPS: $0.42 (Est. $0.22) 🟢 🔹 Adj Gross Margin: 41.8% (Est. 39%) 🟢; +1,210bps YoY 🔹Raises FY26 Capex $20B (prior $18B) Q3 Guide: 🔹 Revenue: $15.8B-$16.8B (Est. $15.2B) 🟢 🔹 Non-GAAP EPS: $0.38 (Est. $0.28) 🟢 🔹 GAAP EPS: $0.31 🔹 GAAP Gross Margin: 41.0% 🔹 Non-GAAP Gross Margin: 42.0% Segment Net Revenue: 🔹 CCPG: $8.9B; +13% YoY 🔹 DCAI: $6.3B; +59% YoY 🔹 Total Intel Products: $15.1B; +28% YoY 🔹 Intel Foundry: $5.8B; +31% YoY 🔹 All Other: $0.7B; -33% YoY Other Q2 Metrics: 🔹 Non-GAAP Operating Margin: 17.2% (Est. 10.7%) 🟢; +21.1 ppts YoY 🔹 Operating Cash Flow: $7.0B (Est. $5.23B) 🟢 🔹 Non-GAAP Net Income: $2.2B (Est. $1.15B) 🟢 🔹 GAAP EPS: -$2.16; includes a non-cash mark-to-market charge on Escrowed Shares tied to the U.S. government agreement Comments: 🔸 “Our Q2 results represent our strongest revenue growth in more than fifteen years, enabled by greater speed, accountability, and customer focus.” 🔸 “We delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution, including volume upside driven by higher factory yields and improved cycle times.”