Intel's Q3 financial report exceeded expectations, and the stock price rose by more than 8% after the bell. AI and foundry business have become growth engines.

On October 24, Intel announced its third quarter financial report for 2025. Many core indicators exceeded the company's guidance, driving its stock price to rise sharply by more than 8% after hours. The financial report showed that Intel's third-quarter performance was solid, with revenue, gross profit margin, and earnings per share all exceeding expectations. The company pointed out that this growth was mainly due to the continued development of core markets. It is worth noting thatThis is Intel's fourth consecutive quarter of improved execution, reflecting steady improvements in the company's operating efficiency.

On a financial level, Intel has taken substantial steps to strengthen its balance sheet. The company successfully received financial support from the U.S. government, NVIDIA and SoftBank Group, and further optimized its capital structure through partial sales of Altera and Mobileye shares.

Artificial intelligence is becoming the focus of Intel's strategic layout.The company said that AI technology is accelerating the growth of computing demand and bringing new opportunities to Intel's product portfolio, covering core x86 platforms, dedicated ASIC and accelerator new businesses, and wafer foundry services. Intel particularly emphasized that its cooperation with NVIDIA is a model for promoting the new vitality of the x86 ecosystem in the AI ​​era. The two parties are jointly developing a new generation of x86 products for the AI ​​era.

Intel has made steady progress in its closely watched foundry business.Advanced process node 18A is progressing as planned, and the next-generation client processor Panther Lake is expected to be released within the year. At the same time, Arizona Fab 52 is fully operational. The company revealed that the initial feedback from external customers on the 14A process is encouraging. As AI drives the accelerated growth of production capacity demand, the foundry business will usher in long-term development opportunities.

Intel management said in the financial report: "We are taking the right measures to promote the company's transformation and create long-term value for shareholders. There is a long way to go, but the direction forward is clear." This statement echoes the company's active layout in the AI ​​and foundry fields, showing confidence in future development.