Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions....
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the...
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s 2023 progress, with a rebound in the PC market. The Q1 2024 guide is a wrinkle but advancing its IDM...
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