Every material Form 8-K Intel has filed with the SEC since November 12, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Intel Corporation reported third-quarter 2026 revenue of $16.5 billion, representing a 21 percent increase year-over-year, alongside GAAP diluted earnings per share of $0.60. For the fourth quarter of 2026, the company expects revenue between $15.0 billion and $16.0 billion and GAAP diluted earnings per share of $0.10.
Third-quarter 2026 revenue reached $16.5 billion, up 21% year-over-year.
Data Center and AI revenue grew 78% year-over-year to $7.3 billion in the third quarter.
Fourth-quarter 2026 revenue is forecast to be between $15.0 billion and $16.0 billion.
Intel agreed on August 10, 2026 to sell 210,526,315 common shares at $95 each, upsizing the offering from $15 billion to $20 billion. On August 11, the underwriters exercised in full their option to buy 31,578,947 more shares, and the offering is expected to close on August 12, 2026. The sale increases the number of Intel shares outstanding, and the company says the net proceeds will fund general corporate purposes, including capital expenditures and working capital.
Offering upsized from $15 billion to $20 billion; 210,526,315 shares priced at $95 per share
Underwriters exercised in full a 30-day option on August 11, 2026 for 31,578,947 additional shares
Estimated net proceeds of about $19.7 billion, assuming the option was not exercised, for general corporate purposes
Offering expected to close on August 12, 2026, subject to customary closing conditions
Intel reported second-quarter 2026 revenue of $16.1 billion, up 25% from a year earlier, and non-GAAP EPS of $0.42 compared with a non-GAAP loss of $0.10 a year earlier. GAAP results were a net loss attributable to Intel of $11.0 billion, or $(2.16) per share, driven by a $12.6 billion net charge in interest and other, net. Intel guided third-quarter 2026 revenue to $15.8 billion to $16.8 billion and non-GAAP EPS to $0.38.
Q2 2026 revenue was $16.1 billion, up 25% year over year; GAAP gross margin was 40.4% and non-GAAP gross margin was 41.8%.
GAAP net loss attributable to Intel was $11.0 billion, compared with $2.9 billion a year earlier; non-GAAP net income attributable to Intel was $2.2 billion.
Interest and other, net was a $12.6 billion charge in the quarter; the filing lists the Escrowed Shares mark-to-market as a component of this line.
Third-quarter 2026 guidance: revenue of $15.8 billion to $16.8 billion, GAAP EPS of $0.31 and non-GAAP EPS of $0.38.
On April 30, 2026, Intel issued $6.5 billion of senior notes in five tranches maturing between 2031 and 2066, with net proceeds of approximately $6.47 billion before expenses. The debt was sold under an underwriting agreement dated April 27, 2026, and adds to Intel's long-term borrowings, which shareholders will need to service over time.
Five tranches: $1.0 billion of 4.650% notes due 2031, $1.0 billion of 5.000% notes due 2033, $2.25 billion of 5.300% notes due 2036, $1.75 billion of 6.125% notes due 2056, and $500 million of 6.200% notes due 2066
Approximate net proceeds of $6.47 billion, before expenses and after underwriting discounts
Offering registered under a Form S-3 filed January 23, 2026; notes issued under a supplemental indenture with Computershare Trust Company as trustee
Underwriter representatives include Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Barclays Capital Inc., BofA Securities, Inc., and Deutsche Bank Securities Inc.
Intel's Chief Accounting Officer and principal accounting officer, Scott Gawel, resigned effective immediately on April 24, 2026, to pursue another career opportunity. CFO David Zinsner has taken on the principal accounting officer role in addition to his existing duties, so one executive now covers both functions.
Scott Gawel resigned as principal accounting officer effective April 24, 2026, to pursue another career opportunity.
David A. Zinsner, EVP and CFO, now also serves as principal accounting officer.
The filing does not describe any change to financial results or guidance.
Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% from a year earlier, and non-GAAP EPS of $0.29, up from $0.13. GAAP results were far weaker, with a net loss attributable to Intel of $3.7 billion, driven by $4.07 billion in restructuring and other charges, mainly a goodwill impairment at its Mobileye unit. For second-quarter 2026, Intel forecasts revenue of $13.8 billion to $14.8 billion and non-GAAP EPS of $0.20.
Q1 2026 GAAP diluted EPS was $(0.73) versus $(0.19) a year earlier; non-GAAP diluted EPS was $0.29 versus $0.13.
Restructuring and other charges were $4.07 billion in Q1 2026 versus $156 million in Q1 2025, primarily Mobileye goodwill impairment.
Q2 2026 guidance: revenue of $13.8 billion to $14.8 billion; GAAP EPS of $0.08 and non-GAAP EPS of $0.20.
Intel generated $1.1 billion in cash from operations in the first quarter and held $17.2 billion in cash and cash equivalents at March 28, 2026.
Intel repurchased the 49% equity interest held by Apollo-managed funds and affiliates in its Fab 34 joint venture in Ireland, paying $14.2 billion in cash on hand and a $6.5 billion bridge loan. Intel now owns 100% of the joint venture and expects to terminate the related ancillary agreements and wind up the venture, which the filing describes as a major capital commitment that adds debt Intel intends to refinance subject to market conditions.
Repurchase completed April 8, 2026 under an April 1, 2026 agreement
Purchase price of $14.2 billion financed with cash on hand and a $6.5 billion bridge loan
Apollo-managed funds acquired the 49% stake in June 2024
Intel expects to terminate ancillary agreements and wind up the joint venture
Intel said Executive Vice President and Chief Legal Officer April Miller Boise will leave the company effective June 1, 2026, a decision made March 30, 2026. She will receive severance under the Intel Corporation Executive Severance Plan in exchange for a release of claims in favor of Intel. The filing does not name a successor or give a dollar value for the severance.
Departure date: June 1, 2026; decision determined March 30, 2026
Role: Executive Vice President and Chief Legal Officer
Severance payable under the Intel Corporation Executive Severance Plan, conditioned on a release of claims
Filing does not name a successor or disclose severance amounts
Intel said board chair Frank Yeary will retire from the board at the conclusion of the 2026 Annual Meeting and will not stand for reelection. Dr. Craig H. Barratt, an independent director since November 2025, will succeed him as independent chair, and the board size will shrink from twelve to eleven directors. The filing involves board leadership and governance only and contains no financial results.
Frank Yeary, chair since 2023 and director since 2009, will retire after the Annual Meeting on May 13, 2026
Dr. Craig H. Barratt will become independent chair effective following the May 13, 2026 Annual Stockholders' Meeting
Board size will be reduced from twelve to eleven directors upon conclusion of the 2026 Annual Meeting
Intel filed a prospectus supplement to move the resale registration of securities held by the U.S. Department of Commerce to a new shelf registration statement. The filing states that no new securities were issued or are issuable, and Intel would receive no proceeds if the government sells any shares.
Filing supersedes the prior prospectus supplement filed September 5, 2025, under the August 22, 2025 Warrant and Common Stock Agreement.
Registration moved to shelf Form S-3ASR (File No. 333-292925), filed January 23, 2026.
Intel would not receive proceeds from any sale by the selling securityholder, and the filing does not mean a sale will occur.
Exhibit 5.1 is a legal opinion from Skadden, Arps, Slate, Meagher & Flom LLP on the validity of the shares and warrant.
Intel reported fourth-quarter 2025 revenue of $13.7 billion, down 4% year-over-year, with a GAAP loss of $(0.12) per share and non-GAAP earnings of $0.15 per share, up 15%. For the first quarter of 2026, Intel forecast revenue of $11.7 billion to $12.7 billion and non-GAAP EPS of $0.00, which shareholders should weigh against the higher fourth-quarter revenue level.
Q4 2025 revenue was $13.7 billion, down 4% year-over-year; GAAP net loss attributable to Intel was $(591) million.
Non-GAAP EPS was $0.15, up 15% from $0.13 a year earlier; GAAP EPS was $(0.12).
Q1 2026 revenue forecast is $11.7 billion to $12.7 billion; GAAP EPS expected at $(0.21) and non-GAAP EPS at $0.00.
Full-year 2025 revenue was $52.9 billion, flat year-over-year; full-year GAAP EPS was $(0.06).
Intel's board appointed semiconductor executive Dr. Craig H. Barratt as an independent director on November 10, 2025, effective immediately. The filing describes his experience as chief executive of Atheros Communications and Barefoot Networks, and as a former Intel senior vice president. The filing does not report any financial results or changes to Intel's guidance.
Board appointed Dr. Craig H. Barratt, 63, effective immediately on November 10, 2025, and the Board determined he is independent under Nasdaq rules.
Compensation includes the standard non-employee director cash retainer, pro-rated for the first year, plus restricted stock units valued at approximately $125,000 on the grant date in the first quarter of 2026.
Barratt previously served as CEO of Barefoot Networks, which Intel acquired in 2019, and as Intel senior vice president until 2020.
Barratt also sits on the boards of Intuitive Surgical and Astera Labs.
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