IN

Intel Corporation stock research

Dec 27, 2025

FY2025 Q4

Intel (INTC) Gross Margin — Quarter Ended Dec 27, 2025

Revenue was effectively flat versus the immediate prior quarter but declined slightly from the same quarter one year earlier. Gross profit fell sequentially and from the prior year, as cost of revenue was higher sequentially and flat year-over-year, leading to a gross margin that weakened both sequentially and compared with the year-ago quarter.

Gross margin takeaway

Quarter ended Dec 27, 2025 · FY2025 Q4

Revenue was effectively flat versus the immediate prior quarter but declined slightly from the same quarter one year earlier. Gross profit fell sequentially and from the prior year, as cost of revenue was higher sequentially and flat year-over-year, leading to a gross margin that weakened both sequentially and compared with the year-ago quarter.

  • The gross margin weakened sequentially and versus the prior year, driven by a gross profit decline on stable to lower revenue while the cost of revenue remained elevated. The relationship between cost of revenue and revenue is the most transparent driver in the available data.
  • Compared with the immediate prior quarter, revenue was essentially unchanged, but gross profit and gross margin were lower as cost of revenue moved higher. Versus the same quarter one year earlier, revenue, gross profit, and gross margin were all lower, while cost of revenue was flat.

Gross margin snapshot

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

Gross margin

36.1%

Gross profit

$4.9B

Revenue

$13.7B

Cost of revenue

$8.7B

Quarter-over-quarter change

-2.1 pts

Year-over-year change

-3.0 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 29, 2025$12.7B$4.7B$8.0B36.9%
Jun 28, 2025$12.9B$3.5B$9.3B27.5%
Sep 27, 2025$13.7B$5.2B$8.4B38.2%
Dec 27, 2025$13.7B$4.9B$8.7B36.1%

Quarterly comparisons

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

Previous-quarter change

Sep 27, 2025

-2.1 pts

Year-over-year change

Dec 28, 2024

-3.0 pts

What the margin says

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

The gross margin weakened sequentially and versus the prior year, driven by a gross profit decline on stable to lower revenue while the cost of revenue remained elevated. The relationship between cost of revenue and revenue is the most transparent driver in the available data.

Compared with the immediate prior quarter, revenue was essentially unchanged, but gross profit and gross margin were lower as cost of revenue moved higher. Versus the same quarter one year earlier, revenue, gross profit, and gross margin were all lower, while cost of revenue was flat.

Monitor the trajectory of cost of revenue relative to revenue to assess whether gross margin pressure continues in future periods.