MAAT INDEX

CLAIM #32271 · Intel Corporation (INTC) · 2025Q4 earnings call · Jan 22, 2026 · due Dec 31, 2026

Yes, I mean, we would expect to be better than seasonal through the year if we can get the supply to where we think we can as we get into 2Q. So that's correct.

David Zinsner · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Quarter-over-quarter revenue growth (or decline) rate for Q2-Q4 2026, compared against normal seasonal patterns

It came true if: Each quarter's sequential revenue change (Q2, Q3, Q4 2026) exceeds the company's typical historical seasonal pattern for that quarter

Where: Quarterly income statement / management commentary on seasonality (earnings calls, 10-Q filings)

In context

space to meet that customer demand. And I think you'll see some share adjustments based on that because our primary focus is to our main customers. And obviously, we have important customers in the data center side. We have important OEM customers on both data center and client and that needs to be our priority to get the limited supply we have to those customers. Operator: And our next question comes from the line of Ben Reitzes from Melius. Benjamin Reitzes: My first question is about seasonality throughout the year. So Dave and Lip-Bu. I mean you're subseasonal in the first quarter, you said you'd be well above seasonal if you had the supply. So what does that imply for 2Q to 4Q? Should we model that above seasonal or are the constraints in PC so much that we shouldn't? David Zinsner: Yes, I mean, we would expect to be better than seasonal through the year if we can get the supply to where we think we can as we get into 2Q. So that's correct. John Pitzer: Ben, do you have a follow-up question? Benjamin Reitzes: Sure. I wanted to ask about, with regard to the hyperscaler situation in servers. It's -- in terms of your momentum there, is this mostly driven by hyperscaler? Or do you feel like the shortage is mostly impacting them, making you subseasonal? Or is the enterprise demand also are you seeing it there? Lip-Bu Tan: Yes. I think, let me answer that question. I think the hyperscaler is very important for us to scale the business, and I spent a lot of time with the hyperscalers. I think a couple of thing. One, clearly, message from them is the CPU actually is driving a lot of that business in terms of the different workloads that they're driving. So I think it's very encouraging to see that they are willing to commit long-ter

Verify independently

SEC filings for INTC · Claim quote is verbatim from the 2025Q4 earnings call.