Meeting Room - Recent Threads

Intel Reports Second-Quarter 2026 Financial Results [SAMPLE FOR BLOOMBERG NEWS]

Jason Lehman — Fri, 24 Jul 2026 21:15:16 GMT

SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel Corporation today reported second-quarter 2026 financial results.

“AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network,” said Lip-Bu Tan, Intel CEO. “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,” said Dave Zinsner, Intel CFO. “AI-driven compute continues to strengthen, and to support expected growth this year and next across products and foundry, we are meaningfully increasing our investments in equipment, clean room space, and substrates.”

18A and path to 60% gross-margin targets [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Fri, 24 Jul 2026 20:35:26 GMT

With 18A entering high-volume manufacturing, how dependent is your path back to a 60% gross-margin target on winning external foundry customers versus internal product volume? And what milestones should we watch over the next few quarters?

Currency Moves 2 [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Thu, 23 Jul 2026 09:39:07 GMT

How are you offsetting current currency moves?

M&A targets [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Wed, 15 Jul 2026 07:18:35 GMT

Regarding M&A, do you have specific product categories in focus here, or are you looking across the whole portfolio?

Currency Moves [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Wed, 15 Jul 2026 07:18:07 GMT

How are you offsetting current currency moves?

Production + supply issues or Demand issues? [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Wed, 15 Jul 2026 07:17:21 GMT

On the production side, you had that 100,000 loss production because of the supplier issue. But at the same time, you’re saying order intake is below your ambitious targets. So isn’t it in the end more of a demand issue that the problem and it’s not a good idea to catch up with that loss production in the coming quarters because the inventory is already quite high in the channels?

High NA memory adoption over the next three years [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Wed, 15 Jul 2026 07:16:53 GMT

A question on High-NA. Can you update us on your planned shipments and revenue for calendar '25 and how you expect to kind of shrink that time frame between shipping and revenuing? And as part of that number, how should we think about the overlay of memory adoption into the next three years?

Q4 drop-through [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Wed, 15 Jul 2026 07:16:16 GMT

On the drop-through you expect in Q4. I think when we spoke in December, you had expected that to improve again in the Q4 sort of similar to Q2 levels based on what you've seen through Q3 and also into February, is that still the case?

Profit Bridge [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Wed, 15 Jul 2026 07:15:40 GMT

In terms of the profit bridge, you've previously explained that transition in 2026, but how do we think of that sort of profit bridge in 2027? Can you talk about a little bit about what we can expect from areas such as mix operating on leverage?

Leverage, free cash performance, and CapEx spend for remainder of this year and beyond [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Wed, 15 Jul 2026 07:14:59 GMT

Your leverage, while being obviously within your target range, is at the higher end of that range. Where do you expect that to land for the full year? And sort of a related point, you've talked about free cash flow being strong for next year. I'm assuming that's an improvement on the 150 you're doing for this year. But given the lower CapEx spend, is there any sort of color or range you can give on that free cash performance to expect for next year

Optionality and M&A deals [SAMPLE FOR BLOOMBERG NEWS]

Bruce Banner — Wed, 15 Jul 2026 05:17:26 GMT

Net debt to EBITDA is down at sort of 1.1 times. Obviously, it does give you a lot of optionality. As you go through the rest of this year, the scope for M&A sort of bolt-on M&A has that increased? Do you think there’s more chance of deals next year?

Leverage, free cash performance, and CapEx spend for remainder of 2026 and beyond

Bruce Banner — Thu, 09 Jul 2026 15:52:41 GMT

Optionality and M&A deals

Bruce Banner — Thu, 09 Jul 2026 15:28:30 GMT

Net debt to EBITDA is down at sort of 1.1 times. Obviously, it does give you a lot of optionality. As you go through 2026, the scope for M&A sort of bolt-on M&A has that increased? Do you think there’s more chance of deals in 2026?