Intel Company (INTC) UBS World Expertise and AI Convention 2025 December 3, 2025 4:15 PM EST
Firm Individuals
John Pitzer – Company Vice President of Company Planning & Investor Relations
Convention Name Individuals
Timothy Arcuri – UBS Funding Financial institution, Analysis Division
Presentation
Timothy Arcuri
UBS Funding Financial institution, Analysis Division
Okay. Good afternoon. I am Tim Arcuri. I am the semiconductor analyst right here at UBS. And more than happy to have Intel. We now have John Pitzer with Intel. John and I competed for a few years, and this was once John’s convention. So anyway, John, you are again.
John Pitzer
Company Vice President of Company Planning & Investor Relations
You’ve got completed a implausible job, by the best way. This has been an awesome day. So I admire that.
Timothy Arcuri
UBS Funding Financial institution, Analysis Division
Good. So anyway, Okay, John. Earlier than we begin, I’ve to learn an announcement in your behalf. Earlier than we start, please notice that at present’s dialogue could include forward-looking statements which are topic to numerous dangers and uncertainties and will reference non-GAAP monetary measures. Please check with Intel’s most up-to-date launch and annual report on Kind 10-Ok and different filings with the SEC for extra data on the danger components that might trigger precise outcomes to vary materially and extra data on our non-GAAP monetary measures, together with reconciliations the place acceptable to the proper GAAP monetary measures. So thanks, John.
John Pitzer
Company Vice President of Company Planning & Investor Relations
Thanks for studying that. I admire it, and thanks for the chance to speak to everybody at present.
Query-and-Reply Session
Timothy Arcuri
UBS Funding Financial institution, Analysis Division
Good. So John, let’s discuss simply the shortages that you simply’re experiencing proper now. There’s — demand is unquestionably higher. However a part of it is also that you’ve tightness on Intel 10 and seven, and you’re diverting merchandise or you could have

