4/30/2025

Comprehensive Analysis

• Organizational Restructuring and Cost-Cutting: Intel’s CEO has initiated a four-day workweek, $17B–$16B OpEx targets, and $18B CapEx for 2025. While these measures aim to streamline operations and boost margins, execution risks—such as talent attrition and cultural resistance—could undermine long-term innovation. The $12.7B Q1 revenue outperformance contrasts with cautious Q2 guidance, creating a mixed short-term outlook.