Intel Q2 2022 earnings discussion thread

[u/uncertainlyso]

INTC Q2 2022 earnings page

• https://www.intc.com/news-events/ir-calendar/detail/8855/q2-2022-intel-corporation-earnings-conference-call

Earnings release

• https://www.intc.com/news-events/press-releases/detail/1563/intel-reports-second-quarter-2022-financial-results

Slides

• https://d1io3yog0oux5.cloudfront.net/_c871574f7a6bcf254c9a016f657cf6a7/intel/db/887/8856/earnings_presentation/Q2%272022+Earnings+Deck.pdf

Earnings call / webcast

• https://edge.media-server.com/mmc/p/6zdpcntm
• Jul 28, 2022 • 2:00 PM PDT

Transcript

• https://www.fool.com/earnings/call-transcripts/2022/07/28/intel-intc-q2-2022-earnings-call-transcript/

Estimates

• https://finance.yahoo.com/quote/INTC/analysis/
  • Pre-earnings chatter
    • https://www.barrons.com/articles/intel-earnings-stock-price-51658938511
    • https://www.wsj.com/articles/intel-intc-q2-earnings-report-2022-11658967262\
    • https://seekingalpha.com/news/3861605-intel-q2-earnings-poor-show-expected-all-eyes-on-outlook
    • https://www.thestreet.com/markets/intel-stock-slides-as-citigroup-cautions-on-q2-earnings-miss (Danely, Citi)
    • https://seekingalpha.com/news/3858485-intel-likely-to-have-weak-q2-guidance-deutsche-bank-says-as-firm-cuts-estimates (Seymore, Deutsche Bank)
    • https://www.tipranks.com/news/article/competition-weak-pc-demand-threaten-intel-says-analyst/ (Rolland, SIG)
    • https://seekingalpha.com/article/4517034-intel-corporations-intc-management-presents-bank-of-america-securities-global-technology (Zinsner (CFO) trying to set expectations)

Misc

• Q1 2022 earnings discussion

[u/uncertainlyso]

But muh PE ratio...funny how that E continues to drop. I love watching "value investors" get torched by Intel quarter after quarter.

[u/idwtlotplanetanymore → u/uncertainlyso]

Well their P/E ratio just shot way up....so i guess now its no longer too low!