Dive Brief:
- Intel revenues remained flat year over year amid supply chain issues and an ongoing turnaround plan, executives said during the company’s Q4 2025 earnings call Thursday.
- The company posted $52.9 billion in revenues during the fiscal year, remaining flat year over year but on the higher end of the guidance range previously offered by executives.
- “We delivered these results despite supply constraints, which meaningfully limited our ability to capture all of the strengths in our underwriting markets,” said CEO Lip-Bu Tan, who took the reins at the storied chipmaker in March 2025.
Dive Insight:
Intel executives spent much of 2025 recalibrating the company’s strategy amid a global frenzy for AI compute. From the CEO seat, Tan laid out plans to return Intel to growth while restructuring the company and flattening management layers.
“Under my leadership, Intel will be an engineering-focused company,” Tan said in a March letter to employees. “We will push ourselves to develop the best products, listen intently to our customers and hold ourselves accountable to the commitments we make so that we build trust.”
But supply chain issues, which have roiled other chipmakers amid rising demand, hurt Intel’s ability to fully reap the rewards of a hot market, according to Alvin Nguyen, senior analyst at Forrester.
“Not getting enough through the supply chain means missing out on growing your market share,” Nguyen told CIO Dive. “All the raw materials are under constraint. That’s a real thing impacting everyone.”
As the turnaround plans unfold, Intel appointed Cynthia Stoddard to serve as its SVP and CIO, effective Dec. 1. The veteran tech executive was tapped to head Intel’s IT organization with a focus on modernizing legacy systems.
For Intel, shifting public perception could be an important component of the turnaround plan, according to Nguyen.
“The changing of message from last year to this year, a lot of it has been positive,” Nguyen said. “It reflects some more realistic viewpoints of what’s really going to help out Intel with its customers.”
