INTCHIGH SIGNALFINANCIAL10-K

Intel achieved a dramatic 98.6% improvement in net losses from -$18.8B to -$267M, while significantly strengthening its balance sheet with 73% higher cash reserves and reduced capital expenditures.

This represents a massive operational turnaround for Intel, moving from catastrophic losses to near break-even while building a substantial cash cushion of $14.3B. The company appears to have executed a successful cost reduction strategy, cutting R&D and SG&A expenses by 16-17% while maintaining positive operating cash flow, though the 39% reduction in capex may signal reduced investment in future growth.

Comparing 2026-01-23 vs 2025-01-31View on EDGAR →
FINANCIAL ANALYSIS

Intel demonstrated remarkable financial recovery with net losses improving by $18.5B to near break-even levels, while operating losses narrowed by 81% to -$2.2B despite higher interest expenses. The company strengthened its balance sheet significantly with cash increasing 73% to $14.3B and stockholders' equity growing 15% to $114.3B, funded partly by a 39% reduction in capital expenditures from $23.9B to $14.6B. This reflects a successful cost-cutting turnaround strategy that has stabilized operations and rebuilt financial flexibility, though the dramatic capex reduction raises questions about future competitive positioning.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+98.6%
-$18.8B-$267.0M

Net income grew 98.6% — bottom-line growth signals improving overall business health.

Operating Income
P&L
+81%
-$11.7B-$2.2B

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Interest Expense
P&L
+77%
$496.0M$878.0M

Interest expense surged 77% — significant debt increase or rising rates materially impacting earnings.

Cash & Equivalents
Balance Sheet
+72.9%
$8.2B$14.3B

Cash position surged 72.9% — strong cash generation or capital raise providing significant financial cushion.

Capital Expenditure
Cash Flow
-38.8%
$23.9B$14.6B

Capex reduced 38.8% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Current Assets
Balance Sheet
+34.6%
$47.3B$63.7B

Current assets grew 34.6% — improving short-term liquidity or inventory/receivables build.

Operating Cash Flow
Cash Flow
+17%
$8.3B$9.7B

Operating cash flow grew 17% — strong conversion of earnings to cash, healthy business fundamentals.

R&D Expense
P&L
-16.8%
$16.5B$13.8B

R&D spending cut 16.8% — could signal cost discipline or concerning reduction in innovation investment.

SG&A Expense
P&L
-16%
$5.5B$4.6B

SG&A reduced 16% — improved cost efficiency or headcount reduction improving operating margins.

Stockholders Equity
Balance Sheet
+15.1%
$99.3B$114.3B

Equity base grew 15.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-01-23
PRIOR — 2025-01-31
ADDED
4,995 million shares of common stock were outstanding as of January 16, 2026.
The preparation of our Consolidated Financial Statements is in conformity with U.S.
Our Form 10-K includes Adjusted Free Cash Flow, a non-GAAP financial measure we use to evaluate the cash flow trends of our business.
See "Liquidity and Capital Resources" within MD A for a description of this measure, including why management uses it and why we believe it provides investors with useful supplemental information.
government's acquisition of significant equity interests in us; changes in product demand and margins; macroeconomic conditions and geopolitical tensions and conflicts, including geopolitical and trade tensions between the U.S.
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REMOVED
4,330 million shares of common stock were outstanding as of January 24, 2025.
The preparation of our Consolidated Financial Statements is in conformity with US GAAP.
Our Form 10-K includes key metrics that we use to measure our business, some of which are non-GAAP measures.
See "Non-GAAP Financial Measures" within MD A for an explanation of these measures and why management uses them and believes they provide investors with useful supplemental information.
Intel believes these third-party reports to be reputable, but has not independently verified the underlying data sources, methodologies, or assumptions.
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