### @INTC — Confirmed — from the Q1 FY2026 earnings call and quarterly filing
good question on the quarter. I think let me unpack both sides - revenue came in at $13.6B, up 7%, our sixth straight above guide. Non-GAAP margin 41%, about 650 bps ahead, AI businesses now 60% of revenue growing 40%. But GAAP we lost $3.1B operating, $4.3B net after $4.1B restructuring - 26 times last year's charge. Operating cash $1.1B on $5B capex. Next quarter margin steps to 39% on the still-early 18A ramp. Long journey. Stay tuned.
- tier: Confirmed (✓)
- source: INTC / The quarter, both sides of it
- receipt: https://ticker.thevixguy.com/p/p-day-20260803-intc-src-intc-q1-fy2026-quarter-rotation
- posted: 2026-08-03T18:15:38.553Z