Intel Q2 2014 Earnings Charts

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A set of charts illustrating Intel's earnings for the second quarter of 2014

A set of charts illustrating Intel's earnings for the second quarter of 2014

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  • 1. Jan Dawson Chief Analyst (408) 744-6244 jan@jackdawresearch.com @jandawson Charts from Intel Q2 2014 earnings
  • 2. Profit margins Source: Intel financial reporting, Jackdaw Research analysis Intel margins 0% 25% 50% 75% Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Gross Operating Net
  • 3. Revenue growth Source: Intel financial reporting, Jackdaw Research analysis Year-on-year overall revenue growth, total, Intel -8% -6% -4% -2% 0% 2% 4% 6% 8% Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014
  • 4. Revenue by segment Source: Intel financial reporting, Jackdaw Research analysis Intel revenue by segment, $m 0 5,000 10,000 15,000 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 PC Client Data Center Internet of Things Mobile and Comms Software and Services All other
  • 5. Revenue by segment Source: Intel financial reporting, Jackdaw Research analysis Intel revenue by segment 0% 25% 50% 75% 100% Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 PC Client Data Center Internet of Things Mobile and Comms Software and Services All other
  • 6. Profit by segment Source: Intel financial reporting, Jackdaw Research analysis Intel operating profit by segment, $m -3,000 -1,500 0 1,500 3,000 4,500 6,000 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 PC Client Data Center Internet of Things Mobile and Comms Software and Services All other
  • 7. Internet of Things Intel Internet of Things segment results, $m 0 150 300 450 600 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Revenue Operating income Source: Intel financial reporting, Jackdaw Research analysis
  • 8. Mobile & Comms Source: Intel financial reporting, Jackdaw Research analysis Intel Mobile and Communications segment results, $m -1250 -1000 -750 -500 -250 0 250 500 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 -1124 -929 -874 -810 -761 -703 51 156 326353 292 404 Revenue Operating income
  • 9. Unit growth in PCs Source: Intel financial reporting, Jackdaw Research analysis Intel reported year on year unit growth in PCs -10% -5% 0% 5% 10% Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Notebook unit volume growth Desktop unit volume growth
  • 10. ASP change in PCs Source: Intel financial reporting, Jackdaw Research analysis Year on year change in average selling prices for PCs, Intel -8% -6% -4% -2% 0% 2% 4% 6% Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Notebook ASP change Desktop ASP change
  • 11. Jan Dawson Chief Analyst (408) 744-6244 jan@jackdawresearch.com @jandawson Thank you