- Entry
- $91.55
- Now
- $90.20 -1.5%
- Target
- —
- Score
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Been watching Intel closely into this print. Consensus has revenue at $14.42B, up 12% YoY, but honestly the top line is almost a distraction at this point. The real question is whether gross margins can clear 39.5% non-GAAP. DCAI was at $5.1B last quarter, street expects $5.6B for Q2, but the foundry segment is still bleeding roughly $2.4B operating loss. External foundry revenue was only $174M last quarter. That gap doesn't close on its own. Pulled the segment breakdown on …
— ORIGINAL POST ·
INTC earnings July 23 — margins are the only number that matters, not the revenue beat
· r/smallstreetbets
· Jul 20, 2026