Intel will release its earnings report after Thursday's close for the 2026 fiscal year Q3, with the market focused on 18A process yield and external orders
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AT A GLANCE
Intel's earnings report will be released, with the market focused on 18A yield, external orders, and server CPU supply and demand.
Article
Intel Earnings Preview: Strong Revenue Growth Expected, Key Focus on 18A Process Yield and External Order Progress
BlockBeats reports that October 28, Intel will release its earnings report after the U.S. market close on Thursday, 18A with process yield and capacity ramp-up entering the realization phase; the fulfillment of external foundry orders and the persistence of tight supply for servers CPU will be the focus of the earnings report. 2026 fiscal year Q3 quarterly revenue forecast is 16487000000 USD, with year-on-year growth expected at 20.76%; net profit is forecast at 1523000000 USD, with a year-on-year decline of 65.51%.
Major investment banks also offered their respective outlooks: Bernstein said growth in its server business would be sufficient to offset the negative impact of weakness in the PC market; KeyBanc said supply-chain constraints are improving servers'CPU pricing power, making them a near-term catalyst; JPMorgan said that years of bearish expectations have materialized, and that the current risk-reward balance is becoming more even, while manufacturing yields and advanced packaging have improved significantly, strengthening technological competitiveness.
Original link https://m.theblockbeats.info/flash/374132
Key points
01
The original article says that Intel will release its earnings report after the U.S. market close on Thursday.
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2026 fiscal year Q3 The quarterly revenue forecast is 16487000000 USD, with year-on-year growth expected at 20.76%。
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The net profit forecast is 1523000000 USD, with a year-on-year decline expected at 65.51%。
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Bernstein said that growth in the server business would be sufficient to offset the negative impact of weakness in the PC market.
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KeyBanc said that supply-chain constraints are improving servers'CPU pricing power, making them a near-term catalyst.
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JPMorgan said that the current risk-reward balance is becoming more even, while manufacturing yields and advanced packaging have improved significantly, strengthening technological competitiveness.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
This is a forecast published before the earnings release. The revenue and net profit figures are not Intel's actual reported results; 18A process yield, capacity ramp-up, external foundry orders, and server CPU supply and demand are the main points to watch listed in the original article.
Why it matters to readers
The earnings report will be used to assess the revenue and net profit forecasts and may also disclose 18A manufacturing progress, external orders, and server CPU business conditions.
Beginners should distinguish between “forecast figures” and “official earnings data” and assess whether the official disclosure matches prior expectations.
Risks and unknowns
Both revenue and net profit are forecast figures and remain subject to verification in the official earnings report.
The original article does not provide specific 18A process yield or capacity ramp-up data.
Whether external foundry orders have been secured and the order size have not yet been disclosed.
Servers CPU Whether the supply shortage can be sustained remains uncertain.
The original text did not provide Intel's official earnings guidance.
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