CLAIM #32337 · Intel Corporation (INTC) · 2026Q2 earnings call · Jul 23, 2026 · due Jul 23, 2027
“I mean longer term, I think we'd expect that to be some of the fall-through somewhere in the 40% to 60% range.”
David Zinsner · CFO
How to check this claim
Look at: Incremental operating margin fall-through on incremental revenue (change in operating income divided by change in revenue), measured over a longer-term period
It came true if: Fall-through rate between 40% and 60%
Where: Company financial statements / management commentary on operating margin (10-K/10-Q and earnings call discussion of incremental margins)
In context
“David Zinsner : Yes. I mean longer term, I think we'd expect that to be some of the fall-through somewhere in the 40% to 60% range. I mean every quarter has got unique dynamics to them that affect whether you're at the low end of that range or at the high end of the range or at the midpoint. But I think it's a good -- relatively good rule of thumb for us.”
Verify independently
SEC filings for INTC ↗ · Claim quote is verbatim from the 2026Q2 earnings call.