Revenue Comparison Analysis of Intel and AMD
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 10 2026
0mins
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: 115.930
Low
20.00
Averages
39.30
High
52.00
Current: 115.930
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company's segments include Intel Products, Intel Foundry, and All Other. Its Intel Products comprise Client Computing Group (CCG) and Data Center and AI (DCAI). CCG delivers platforms and processors that power PCs and edge devices, enabling enhanced performance, connectivity and user experience for consumer and commercial markets with capabilities that also support retail, industrial robotics and AI ecosystems at the edge. DCAI delivers workload-optimized solutions based upon its x86 architecture for data centers, including CPUs, AI accelerators, NICs, IPUs and custom ASICs, enabling performance and scalability for cloud, enterprise, telecommunication and HPC environments. The Intel Foundry segment comprises technology development, manufacturing and foundry services, developing new semiconductor process technologies and advanced packaging technologies. All Other segments include Mobileye and 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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