Earnings Results: Intel stock drops after earnings miss, execs predict quarterly loss to start the year

United States

Intel Corp. shares dropped more than 8% in the extended session Thursday after the chip maker reported a big miss for the fourth quarter and forecast a loss for the first quarter.

Intel INTC, +1.31% executives forecast an adjusted loss of 15 cents a share on revenue of about $ 10.5 billion to $ 11.5 billion and adjusted gross margins of about 39% for the current quarter. Analysts surveyed by FactSet had estimated adjusted first-quarter earnings of 25 cents a share on revenue of $ 13.93 billion.

“In 2023, we will continue to navigate the short-term challenges while striving to meet our long-term commitments, including delivering leadership products anchored on open and secure platforms, powered by at-scale manufacturing and supercharged by our incredible team,” said Pat Gelsinger, Intel’s chief executive, in a statement.

Intel reported a fourth-quarter loss of $ 664 million, or 16 cents a share, versus net income of $ 4.62 billion, or $ 1.13 a share, in the year-ago period. After adjusting for restructuring charges and other items, Intel reported earnings of 10 cents a share, compared with $ 1.13 a share from a year ago.

Revenue declined to $ 14.04 billion from $ 20.52 billion in the year-ago quarter, for a 10th straight quarter of year-over-year declines. Gross margins dropped to 43.8% from 55.8% a year ago, and 45.9% in the third quarter.

Analysts surveyed by FactSet estimated earnings of 21 cents a share on revenue of $ 14.49 billion, based on Intel’s forecast of 20 cents a share on about $ 14 billion to $ 15 billion.

Intel shares fell 8.5% in after-hours trading, after closing the regular session up 1.3% at $ 30.09. Other chip stocks also declined, including top rival Advanced Micro Devices Inc. AMD, +0.33%, which saw shares drop more than 3% in after-hours trading, and Nvidia Corp. NVDA, +2.48%, which declined 2%.

Breaking down divisions: Client-computing sales fell 36% to $ 6.6 billion from a year ago, while data-center and AI group sales dropped 33% to $ 4.3 billion, “network and edge” sales slipped 1% to $ 2.1 billion, while foundry services revenue rose 30% to $ 319 million.

Analysts surveyed by FactSet expected revenue from client computing to come in at $ 7.36 billion; data-center and AI group revenue of $ 4.08 billion; “network and edge” revenue of $ 2.23 billion, and foundry services revenue of $ 199.1 million.

Over the past 12 months, Intel stock has fallen 43%. Over the same period, the Dow Jones Industrial Average  DJIA, +0.61%  — which counts Intel as a component — has slipped 1%, the PHLX Semiconductor Index  SOX, +1.63%  has dropped 13%, the S&P 500 index  SPX, +1.10%  has declined 7%, and the tech-heavy Nasdaq Composite Index  COMP, +6.59%  has dropped 15%.