Intel’s Q3 2020 Financial disclosures have come with a lot of interesting numbers. The company says that they have beat expectations in revenue and earnings per share, however the numbers aren’t as clear cut as they make out. A lot of key departments are down on revenue, some of that is down to the global pandemic, but also average selling prices are down and rather than enhancing research $ as a function of revenue, the company is accelerating share buybacks to keep investors happy. There was no engineer on this call, to talk about delays to Ice Lake Xeon and Sapphire Rapids Xeon. There was also talk of Alder Lake, Iris Xe MAX, and DG2.

Timeline

0:00 Intro
0:45 Share Price Down 10%
1:44 Financial Infographic
5:43 Iris Xe MAX
7:20 Bob Swan Prepared Remarks
9:27 Xeon 3rd Gen Scalable: Ice Lake
11:21 DG2 Powered On
12:30 Intel 15000 Software Engineers
14:16 NAND and Optane
15:10 10nm Capacity Part 1
15:58 Packaging, EDA, and Chiplets
17:24 Intel back to Foundry Business?
19:20 Alder Lake and Sapphire Rapids
20:54 Bets on 7nm Tools
21:50 Context on 2020
23:58 Earnings Presentation
24:34 Intel Priorities
26:22 Delivering Customer Value
28:38 Financial Highlights
29:29 Platform Execution
31:06 Data Center Group
33:04 Other Data-Centric
34:10 Client Computing Group
35:41 Q4 2020 and Full Year Outlook
37:14 Through Q3 2020
38:15 Full Earnings Release
39:20 Highlights and Thoughts: Where’s the Engineer?
40:13 DG1 and 10nm Volumes
41:44 Ice Lake Qualification, Ramp, and Beyond
42:36 Porting to TSMC and Back
44:01 Expectations Met?
44:50 Two Things I Want From Intel
47:15 Hyperscalers?
47:55 Cat (Summer)

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