Intel Corp Stock Price, News & Analysis

Intel has launched its new Xeon 6 processor lineup, featuring significant advancements in data center and networking capabilities. The processors deliver up to 2x higher performance in AI processing and up to 2.4x capacity for radio access network (RAN) workloads.

The Xeon 6700/6500 series with P-cores offers 1.4x better performance than the previous generation across enterprise workloads and provides up to 1.5x better performance in AI inference compared to AMD EPYC processors using one-third fewer cores. The processors enable 5:1 server consolidation on average, with potential for 10:1 in specific cases, resulting in up to 68% savings in total cost of ownership.

Intel has secured broad adoption with over 500 designs available or in development across major technology companies including AT&T, Verizon, Cisco, Dell, Samsung, and Microsoft, among others.

At CES 2025, Intel unveiled an expanded automotive product portfolio featuring a whole-vehicle platform designed to accelerate the transition to electric and software-defined vehicles (SDVs). The company introduced the Adaptive Control Unit (ACU), specifically designed for EV powertrains and zonal controller applications.

Intel's comprehensive solution includes high-performance compute, discrete graphics, AI, power management, and zonal controller solutions, alongside the Intel® Automotive Virtual Design Environment (VDE) developed in partnership with AWS. The platform aims to address automakers' cost and performance scalability challenges, enabling more efficient SDV development and deployment.

The ACU U310 represents a new processing unit that consolidates multiple real-time, safety-critical, and cybersecure functions into a single chip, reducing the inefficiencies of traditional fragmented vehicle architectures.

Intel has announced upcoming participation in key investor events. Kevin O'Buckley, SVP and GM of Foundry Services, will engage in a fireside chat about Intel's business and foundry strategy at the Bernstein Technology, Media & Telecom Forum on February 27 at 11 a.m. PST. This in-person event will not have a webcast available.

Additionally, John Pitzer, Corporate VP of Corporate Planning and Investor Relations, will discuss Intel's business and strategy at the Morgan Stanley Technology, Media & Telecom Conference on March 5 at 1:50 p.m. PST. This session will be available via live webcast and replay on Intel's Investor Relations website at intc.com.

Mobileye Global (NASDAQ: MBLY) has announced its participation in three major investor conferences during Q1 2025. The company will attend the Barclays 42nd Annual Industrial Select Conference on February 20, the Canaccord Genuity 2025 Sustainability Virtual Summit on February 26, and the Raymond James 46th Annual Institutional Investors Conference on March 4.

The company plans to webcast its 'fireside chats' where possible, with specific timing to be announced closer to each event. Investors can access the webcasts through Mobileye's investor relations website. The company notes that event participation and dates are subject to change, with any additional events to be announced later.

Intel reported Q4 2024 revenue of $14.3 billion, down 7% year-over-year, with full-year revenue at $53.1 billion, down 2%. The company posted Q4 EPS of $(0.03) and full-year EPS of $(4.38). Q4 operating margin declined to 2.9% from 16.8% year-over-year.

The Client Computing Group revenue was $8.0 billion (down 9%), Data Center and AI reached $3.4 billion (down 3%), while Network and Edge grew to $1.6 billion (up 10%). Intel Foundry revenue decreased 13% to $4.5 billion.

Looking ahead, Intel forecasts Q1 2025 revenue between $11.7-12.7 billion with an expected EPS of $(0.27). The company received $7.86 billion in U.S. CHIPS Act funding, with $1.1 billion received in Q4 2024 and another $1.1 billion in January 2025.

Mobileye (MBLY) reported Q4 2024 financial results with revenue declining 23% year-over-year to $490 million, primarily due to a 20% reduction in EyeQ SoC volumes. The company's Q4 2024 GAAP EPS was $(0.09), while Adjusted EPS was $0.13.

The company maintains a strong balance sheet with $1.4 billion in cash and zero debt. Operating cash flow reached $400 million for the full year 2024. Average System Price was $50.0 in Q4 2024, down from $52.7 in Q4 2023.

Despite challenges, Mobileye launched ADAS programs into 313 car models and managed 80 active development projects. The company has built significant opportunities across major customers, with RFQ-stage development programs representing potential for 25 million future units for Surround ADAS, 8-16 million for SuperVision, and 1-3 million for Chauffeur.

Sandvine has announced two key appointments to strengthen its commitment to internet freedom and digital rights. Carol Tate, former Chief Compliance Officer at Intel (NASDAQ: INTC), has been appointed as Chief Ethics & Compliance Officer effective February 3. Michael Breen, former President & CEO of Human Rights First, joins as Advisor to the Board of Directors effective January 1.

Tate brings extensive experience in embedding ethics and compliance into technological deployment from her roles at Intel, McCarthy Holdings, Flextronics International, and Motorola. She will lead compliance and due diligence initiatives as Sandvine transitions into a technology solution leader for democracies.

Breen, with his background in technology, global security, and human rights, will advise the Board on human rights matters and engagement with non-governmental organizations. These appointments reflect Sandvine's renewed focus on internet freedom and digital rights protection while maintaining technological innovation.

Mobileye Global (Nasdaq: MBLY) has announced it will release its fourth quarter and full year 2024 financial results on Thursday, January 30th, 2025, before market open. The company will host a conference call at 8:00am ET (3:00pm IT) featuring CEO Professor Amnon Shashua, CFO Moran Shemesh Rojansky, EVP Nimrod Nehushtan, and CCO Dan Galves. The call will provide a general business update and will be accessible via webcast on Mobileye's investor relations website, with a replay available after the event.

Intel has announced plans to separate Intel Capital, its global venture capital arm, into a standalone fund. The transition is expected to begin in the second half of 2025, with Intel remaining as an anchor investor. The restructuring aims to align Intel Capital's corporate structure with other leading venture firms and enable greater autonomy and flexibility to attract external capital.

Intel Capital, established in 1991, has over $5 billion in assets under management and has invested in more than 1,800 companies, deploying over $20 billion in capital throughout its history. The firm has generated over $170 billion in market value in the past decade through investments in early-stage startups focusing on silicon, frontier, devices, and cloud technologies. The existing Intel Capital team will transfer to the new company, which will operate under a new name, with business operations continuing normally during the transition.