Report
Pierre FerraguÊ

Intel CEO/CFO unplugged. Our main take-aways & transcript.

We hosted Pat Gelsinger and George Davis, Intel’s CEO and CFO last week, for a 1h “unplugged” conversation. We had a great time discussing anything, but the current or the next quarter: Pat’s career, his industry perspective, his perspective on where Intel stands today, how it got there, what lies ahead, & his plan for the company.

We summarized our main take-aways from the conversation and we added a full transcript of the conversation as well. Please see the link below.
Underlying
Intel Corporation

Intel is a data-centric company. The company's operating segments are: Data Center Group, which develops platforms for compute, storage, and network functions; Internet of Things Group, which facilitates its customers creating, storing, and processing data; Mobileye, which provides assistance and automation solutions; Non-Volatile Memory Solutions Group, which provides memory and storage products based on Intel? Optane? technology and Intel? 3D NAND technology; Programmable Solutions Group, which provides programmable semiconductors; and Client Computing Group, which connects people to data, allowing each person to focus, create, and engage in ways that unlock their individual potential.

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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Analysts
Pierre FerraguÊ

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