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Intel Corporation stock research

Jul 1, 2023

FY2023 Q2

Intel (INTC) Gross Margin — Quarter Ended Jul 1, 2023

Revenue and gross profit both improved sequentially, while cost of revenue rose at a slower rate, resulting in a higher gross margin. Compared with the same quarter last year, revenue and gross profit declined, and gross margin weakened despite a lower cost of revenue.

Gross margin takeaway

Quarter ended Jul 1, 2023 · FY2023 Q2

Revenue and gross profit both improved sequentially, while cost of revenue rose at a slower rate, resulting in a higher gross margin. Compared with the same quarter last year, revenue and gross profit declined, and gross margin weakened despite a lower cost of revenue.

  • The improvement in gross margin versus the prior quarter was driven by gross profit growing faster than revenue, indicating that cost of revenue increased less than the revenue gain. The year-over-year decline in gross margin occurred because gross profit fell proportionally more than revenue.
  • Compared to the immediately preceding quarter, gross margin strengthened. Relative to the same quarter one year earlier, gross margin weakened.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

35.8%

Gross profit

$4.6B

Revenue

$12.9B

Cost of revenue

$8.3B

Quarter-over-quarter change

+1.6 pts

Year-over-year change

-0.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Apr 1, 2023$11.7B$4.0B$7.7B34.2%
Jul 1, 2023$12.9B$4.6B$8.3B35.8%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Apr 1, 2023

+1.6 pts

Year-over-year change

FY2022 Q2

-0.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The improvement in gross margin versus the prior quarter was driven by gross profit growing faster than revenue, indicating that cost of revenue increased less than the revenue gain. The year-over-year decline in gross margin occurred because gross profit fell proportionally more than revenue.

Compared to the immediately preceding quarter, gross margin strengthened. Relative to the same quarter one year earlier, gross margin weakened.

Monitor whether the sequential improvement in gross profit relative to revenue can be sustained in future quarters.