Executive VP & CFO, Intel
Search every verified David Zinsner interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Zinsner, Intel's executive vice president and CFO, discussed the company's first-quarter 2026 financial results on an earnings call. He reported that Intel delivered Q1 non-GAAP earnings per share of $0.29, above the company's guidance of break-even, citing higher revenue, stronger gross margins, and spending discipline. Zinsner stated that first-quarter revenue was $13.6 billion, $1.4 billion above the midpoint of guidance, and noted that demand continues to outpace supply. He said that Intel's collective AI-driven businesses now represent 60% of revenue and grew 40% year-over-year. Zinsner also addressed capital expenditures and a recent transaction. He forecast that capital expenditures in 2026 would be flat compared to the prior year, a change from an earlier expectation of flat to down, attributing the increase to capacity investments for committed demand. Zinsner stated that Intel closed a transaction to repurchase the 49% equity interest in the joint investment in Fab 34 in Ireland, describing it as a "highly accretive deal." Regarding foundry customer demand, Zinsner said that opportunities he had thought would be in the "hundreds of millions of dollars" level are instead appearing at a "billions of dollars per year" level, calling it "meaningful."
“We delivered robust Q1 results reflecting strong demand and better than expected available supply. We also benefited from improved product mix and pricing actions in part to offset higher costs. First quarter revenue was $13.6 billion, $1.4 billion above the midpoint of our guide. Q1 revenue would have been meaningfull...”
“We forecast capital expenditures in 2026 to be flat to last year versus our prior expectation of flat to down, reflecting increased capacity investments to support committed demand and a continued emphasis on improving FAB productivity and output.”
“I probably not want to put a specific number. Let's just say it starts with a B. It's so it's meaningful.”
“I think maybe naively I had thought that these opportunities would come in the hundreds of millions of dollars level but so far what we're seeing is that their demand is more in the billions of dollars per year kind of level. So this is going to be a big part of the foundry revenue as we get through this decade.”
Thank you for standing by and welcome to the Intel Corporation earnings first quarter earnings 2026 earnings conference call at ...
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04/23/2026 Q&A: 25:18 Intel Corporation designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally. It operates through three segments: CCG, DCAI, and Intel Foundry. The company offers client computing group products, including client and commercial CPUs, discrete client GPUs, edge computing, and connectivity products; data center and AI products, such as server CPUs, discrete GPUs, and networking products; and semiconductors comprising wafer fabrication, substrates, and other related…
... our CFO David Zinsner loop will open with comments on first quarter results as well as provide an update on the progress we're ...
In this fireside chat, we look forward to sitting down with David Zinsner, EVP and CFO, of Intel Corporation. Intel famously began as a company supplying chips “inside” computers, and has since expanded to powering data wherever it lives including edge computing, the cloud, 5G, AI, autonomous driving and more. Learn the strategies Intel uses to drive leadership in an increasingly smart and connected world.
David Zisner became a CFO at age 36 and you might be surprised to hear what he credits to being able to do that: setting up a spreadsheet of his goals and the necessary skills to accomplish those goals early in his career and then just making sure he was tracking towards the skills/goals relentlessly. In this interview, David also shares a leadership hack he learned that in his first months as CFO at a new company, rather than trying to force his ideas, he sits back and observes. By listening to his peers, instead of trying to lead them, he discovers the culture of the company and how he can r…
Intel is out with its latest earnings report. Listen to the conference call here at Shacknews.
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