Intel Corp Stock Price, News & Analysis

Intel (INTC) reported flat year-over-year first-quarter 2025 revenue of $12.7 billion, with a GAAP loss per share of $(0.19) and non-GAAP EPS of $0.13. The company forecasts Q2 2025 revenue between $11.2-12.4 billion, with expected EPS of $(0.32).

Intel announced efficiency initiatives, targeting reduced operating expenses of $17 billion in 2025 and $16 billion in 2026. The company is lowering its gross capital expenditures target to $18 billion for 2025, down from $20 billion.

Q1 2025 segment performance showed Client Computing Group revenue down 8% to $7.6 billion, while Data Center and AI revenue increased 8% to $4.1 billion. Intel Foundry revenue grew 7% to $4.7 billion.

Mobileye (MBLY) reported strong Q1 2025 financial results with revenue reaching $438 million, an 83% year-over-year increase. The company posted a GAAP diluted EPS of $(0.13) and adjusted diluted EPS of $0.08.

Key highlights include significant business development achievements: their first Surround ADAS design win with Volkswagen Group, acceleration in mobility-as-a-service space, and EyeQ6 Lite gaining momentum. The company's gross margin improved substantially to 47% GAAP (69% adjusted), up from 23% (62% adjusted) in Q1 2024.

Mobileye reaffirmed its full-year 2025 guidance, expecting revenue between $1.69-1.81 billion, despite current automotive-related tariff conditions. Q2 2025 revenue is projected to increase approximately 7% year over year compared to Q2 2024.

Intel has announced the sale of a 51% stake in its Altera business to Silver Lake in a transaction valuing Altera at $8.75 billion. The deal aims to establish Altera's operational independence as the largest pure-play FPGA semiconductor solutions company, with Intel retaining a 49% stake.

Raghib Hussain, former president of Products and Technologies at Marvell, will succeed Sandra Rivera as Altera's CEO effective May 5, 2025. In FY2024, Altera reported revenues of $1.54 billion, with a GAAP operating loss of $615 million and non-GAAP operating income of $35 million.

The transaction, expected to close in H2 2025, aligns with Intel's strategy to focus on its core business and strengthen its financial position. Altera will continue to receive U.S.-based foundry services from Intel while pursuing growth opportunities in AI-driven markets like edge computing and robotics.

Intel (NASDAQ: INTC) has awarded UDT its 2025 'Partner of the Year for Education' award, recognizing the company's exceptional technological innovation in America's education sector. The award, part of the Intel Partner Alliance of the Year program, acknowledges UDT's contributions in developing solutions with real-world impact.

UDT, currently celebrating its 30th anniversary, partners with 10 of the top 20 largest U.S. school districts, reaching over 10% of America's students. The Miami-based company, with 400+ employees nationwide, specializes in:

• K-12 Education Technology
• IT managed and lifecycle services
• Secure digital one-to-one learning solutions
• Device management for educational institutions

The partnership between Intel and UDT has focused on enhancing digital learning environments and improving student outcomes across numerous K-12 school districts, colleges, and universities throughout the United States.

Mobileye Global (Nasdaq: MBLY) has scheduled the release of its first quarter 2025 financial results for Thursday, April 24th, 2025, before market open. The company will host a conference call at 8:00 a.m. ET (3:00 p.m. IT) featuring key executives including CEO Professor Amnon Shashua, CFO Moran Shemesh Rojansky, EVP of Business Development and Strategy Nimrod Nehushtan, and CCO Dan Galves. The call will provide financial results and a general business update, with a live webcast available on Mobileye's investor relations website. A replay will be accessible after the event.

Intel (INTC) has announced it will release its first-quarter 2025 financial results on Thursday, April 24, 2025, after market close. The company will host an earnings conference call at 2 p.m. PDT on the same day to discuss the quarterly performance. Investors and interested parties can access the live public webcast of the earnings call through Intel's Investor Relations website at intc.com, where related materials and the webcast replay will also be made available.

Valens Semiconductor (NYSE: VLN) announced that its VA7000 MIPI A-PHY-compliant chipsets will be integrated into Mobileye EyeQ™6 High automated and autonomous driving production programs. Following extensive testing, Mobileye selected Valens' chipsets for their superior performance across various parameters.

The collaboration marks a significant milestone for MIPI A-PHY, the first automotive industry standard for high-speed sensor and display connectivity. The VA7000 chipsets will form the in-car, sensor to compute connectivity infrastructure for projects with global automotive brands.

Valens was the first company to offer A-PHY-compliant products with its VA7000 chipsets. The standard is specifically designed to meet next-generation ADAS requirements, enabling high-bandwidth, low-latency connectivity and enhanced passenger safety throughout the vehicle's lifecycle.

Volkswagen Group has announced a strategic collaboration with Valeo and Mobileye (MBLY) to enhance advanced driver assistance systems up to Level 2+ in its upcoming MQB-based vehicle portfolio. The partnership aims to integrate high-quality hardware and software while reducing complexity and streamlining procurement.

The new system will feature a 360-degree ring of multiple cameras and radars, enabling hands-free driving on approved roads, smart parking, and improved safety features. Valeo will provide ECUs, sensors, and parking solutions, while Mobileye contributes its Surround ADAS™ platform with EyeQ™6 High processor and mapping technologies.

The collaboration consolidates multiple ECUs into a centralized unit, allowing for over-the-air updates and improved system performance. Volkswagen Group reported 9.0 million vehicles delivered globally in 2024 (down from 9.2 million in 2023), with sales revenue of EUR 324.7 billion and operating result of EUR 19.1 billion in 2024 (compared to EUR 22.5 billion in 2023).

Intel (INTC) has appointed Lip-Bu Tan as its new Chief Executive Officer, effective March 18, succeeding Interim Co-CEOs David Zinsner and Michelle Johnston Holthaus. Tan, who will rejoin Intel's board of directors, brings over 20 years of semiconductor and software experience to the role.

As former CEO of Cadence Design Systems (2009-2021), Tan led a successful company transformation that resulted in doubled revenue, expanded operating margins, and a stock price appreciation of over 3,200%. During his tenure at Cadence, he served on the board for 19 years, including as executive chairman from 2021 to 2023.

David Zinsner will continue as EVP and CFO, while Johnston Holthaus remains CEO of Intel Products. Frank D. Yeary will return to his position as independent board chair after serving as interim executive chair during the CEO search.