ARM vs. Intel: What Revenue Growth Trends Reveal About These Artificial Intelligence Companies - Yahoo Finance

ARM: Maintaining a Steady Upward Trend in Quarterly Revenue

ARM (NASDAQ:ARM) primarily generates its revenue by conceptualizing, engineering, and licensing core computer processing unit designs alongside complementary technology solutions.

During the evaluated window, it expanded its operational business into selling production silicon directly to external customers instead of relying entirely on its historical licensing model, and it also formally announced a joint research and development agreement with Samsung Electronics to produce next-generation customized systems-on-chips for smartphones and other terminal consumer devices.

Intel: Recording High Absolute Revenue With a Recent Jump

Intel (NASDAQ:INTC) earns most of its overall revenue by designing, manufacturing, and selling various computing and related end products.

It officially appointed a new chief sales officer to manage global sales operations across its entire integrated product portfolio, while simultaneously completing an upsized $20 billion public offering of common stock to fund new financial investments across its broader manufacturing base.

Why Revenue Matters for Investors

Tracking revenue allows investors to see exactly how much money a business earns. This metric helps investors measure a company's overall size, market footprint, and long-term trajectory.

Analyzing the Quarterly Revenue for ARM and Intel

| Calendar quarter | ARM Revenue | Intel Revenue |

|---|---|---|

| Q3 2024 | $844.0 million (quarter ended Sept. 30, 2024) | $13.3 billion (quarter ended Sept. 28, 2024) |

| Q4 2024 | $983.0 million (quarter ended Dec. 31, 2024) | $14.3 billion (quarter ended Dec. 28, 2024) |

| Q1 2025 | $1.2 billion (quarter ended March 31, 2025) | $12.7 billion (quarter ended March 29, 2025) |

| Q2 2025 | $1.1 billion (quarter ended June 30, 2025) | $12.9 billion (quarter ended June 28, 2025) |

| Q3 2025 | $1.1 billion (quarter ended Sept. 30, 2025) | $13.7 billion (quarter ended Sept. 27, 2025) |

| Q4 2025 | $1.2 billion (quarter ended Dec. 31, 2025) | $13.7 billion (quarter ended Dec. 27, 2025) |

| Q1 2026 | $1.5 billion (quarter ended March 31, 2026) | $13.6 billion (quarter ended March 28, 2026) |

| Q2 2026 | $1.3 billion (quarter ended June 30, 2026) | $16.1 billion (quarter ended June 27, 2026) |

Data source: Financial Modeling Prep. Data as of Sept. 21, 2026.

Foolish Take

Examining the revenue trends for ARM and Intel reveal how the two semiconductor companies have evolved in recent quarters. Intel struggled to consistently grow sales despite the artificial intelligence boom until Lip-Bu Tan took over the CEO spot in 2025. His turnaround efforts have shown results in 2026.