Intel's first quarter 2026 revenue of $13.6 billion and EPS of $0.29 both significantly beat expectations.

Intel reported first-quarter 2026 revenue of $13.6 billion, a 7% increase year-over-year, and non-GAAP EPS of $0.29, well ahead of analyst estimates of $12.38 billion and $0.01, respectively. The company provided second-quarter revenue guidance of $13.8 billion to $14.8 billion.

Key Highlights

• Revenue from the Data Center and AI (DCAI) segment grew 22% year-over-year to $5.1 billion, indicating strong demand.
• The Intel Foundry segment reported an operating loss of $2.44 billion on revenue of $5.4 billion, which was up 16% YoY.
• Management guided second quarter 2026 revenue to a range of $13.8 billion to $14.8 billion, with non-GAAP EPS of approximately $0.20.