Intel-Aktieburs: AI progress in focus in the 2nd quarter’s earnings

On January 27, 2025By Littum

Intel Q4 earnings expectations

Intel Corporation is set to publish its financial results for the fourth quarter (4th quarter) and 2024 for the whole year on Thursday, January 30, 2025 after market closure. A revenue conference is planned at. 14.00 PST to discuss the results.

Shares in Intel are facing scrutiny as investors evaluate the company’s progress in the development and manufacture of artificial intelligence (AI) chip.

Market Consensus focuses on growth in data center income and the absorption of AI acceleration products.

Client Computing Group Performance will indicate the PC market’s health and market division dynamics.

Progress in the production and capacity extension updates remains crucial to investors’ confidence.

Analyst projections

For the 4th quarter of 2024, analysts expect Intel to report:

Revenue of approximately $ 13.81 billion, indicating a 10 % decrease compared to the same quarter the year before.

Earnings per Equity (EPS): Expected for $ 0.12, a decrease from $ 0.54 in the 4th quarter of 2023.

Expectations for guidance forward

The market focus will be on 2025 revenue and margin projections.

Capital cost plans can affect investors’ mood.

The AI product roadplanes updates will be crucial to growth expectations.

The outlook for industry demand will guide inventory management strategies.

Important business segments

Client Computing Group (CCG) has expected revenue of $ 8.32 billion, an increase of 25.7% year-to-year (YOY), driven by a recovery in PC demand and new product introductions.

The Data Center and AI (DCAI) have expected a $ 4.10 billion revenue, a 4.6 % decrease compared to the previous year, reflecting competition in the data center market.

Network and Edge (NEX) expects a $ 1.55 billion revenue, marking a 25 % decrease from year to year, influenced by market dynamics and strategic shifts.

Strategic initiatives

Intel’s focus on artificial intelligence and founding services is crucial. The introduction of the Gaudi3 AI accelerator aims to strengthen Intel’s position in the AI market. In addition, the expansion of Intel Foundry Services is expected to contribute to long -term growth.

Market benefit

Over the past year, Intel’s share has fallen by about 55 %, which has performed significantly under the NASDAQ 100s and S&P 500’s increases of about 25 %.