Earnings call briefThird-quarter 2026
Intel says early view of Israel shutdown cuts Q4 revenue by roughly $300 million
The early assessment also reduces fourth-quarter gross margin by 200 basis points, with almost all the revenue impact on 10-nanometer server products.
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Intel said on its third-quarter call that its fourth-quarter guidance includes an early assessment of the Israel factory shutdown, which it expects to reduce revenue by roughly $300 million and gross margin by 200 basis points. CFO David Zinsner said the revenue impact is likely to be similar in the first quarter.
Quotes from the call
“Please note almost all of the $300 million impact from Fab 28 is related to 10-nanometer server products.”
Key facts from the call
- Fourth-quarter DCAI revenue outlook
- Grows mid-teens percent sequentially
- Fourth-quarter CCPG revenue outlook
- Declines greater than 20% sequentially
Source: Intel's third-quarter 2026 earnings call, October 29, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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