Table of Contents
1. Intel (INTC) – Brief Earnings Snapshot
Results:
Beat revenue estimate by 9.2% & beat guidance by 11.3%.
Beat client compute group (CCG) revenue estimate by 8.9%.
Beat Data Center & AI (DCAI) revenue estimate by 14.7%.
Beat 34.5% GPM estimate by 650 bps & beat guidance by 650 bps.
Beat 32.3% GAAP GPM guidance by 710 bps.
Beat $0.00 EPS estimate by $0.29.
Balance Sheet:
$32.7B in cash & equivalents.
Inventory +7% Y/Y.
$45B in debt.
17% Y/Y share dilution.
Guidance & Valuation:
Intel trades for 120x forward EPS. EPS is expected to grow by 160% this year and by 25% next year. It trades for 40x 2028 EPS.
2. Salesforce (CRM) – Setting a New Software Trend?
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