Revenue Comparison Analysis of Intel and AMD
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy INTC?
Source: Fool
- Revenue Growth Comparison: AMD's quarterly revenue has significantly increased, reaching $10.3 billion in Q4 2025, while Intel's revenue for the same period was $13.7 billion, indicating AMD's trend of gradually surpassing Intel in market share.
- Profitability Discrepancy: AMD reported a net income margin of approximately 16% in Q4 2025, contrasting with Intel's -2%, highlighting AMD's better cost-performance balance for customers, which is driving its stronger growth.
- Strategic Partnerships and Technological Advances: Intel is deepening its partnership with Google to advance AI infrastructure using its Xeon and custom chips, while AMD has secured deals with top AI companies like OpenAI, with plans to launch its MI450 data center GPU this year, further solidifying its market position.
- Future Growth Potential: Analysts estimate that by 2027, AMD's revenue could surpass Intel's, driven by surging demand for its data center GPUs, demonstrating AMD's stronger competitive edge in the rapidly growing data center market.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 61.720
Low
20.00
Averages
39.30
High
52.00
Current: 61.720
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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