🔮 Sneak Peak Saturday for 2025-07-12
Dissecting Intel's shaky ranking, CEO's motive, and the firm's struggles amid layoffs / divestitures
I’ve selected a Friday news dump item that reached a peak level of trope, cliché, or bromide on the slowest news day that may be attempting to avoid wider coverage.
https://www.techmeme.com/250711/p11#a250711p11
Top 10 what? Intel isn’t in the Top 10 by what measurement?
So, everyone loves a stack ranking or Top 10 list. But, the question is what Top number would Intel be now and by what measure?
So, perhaps, this is more about a CEO with compensation tied to stock price.
https://fortune.com/2025/03/15/intel-new-ceo-lip-bu-tan-pay-package-stock-options-bonus-69-million/
Surely, this isn’t about Top 10 by revenue. Even with declining revenue (~$50B), Intel has revenue that would easily keep it in a Top 10 list.
Of course, stock price performance is a brutal comparison over 5 years. Also, the “too late” quip about NVIDIA makes more sense in this stock price performance view.
Ouch.
So, let’s look at Intel’s Market Cap performance… and…
Ouch.
If Market Cap is the only measurement, then Intel is well outside of the Top 10 list of semiconductor companies. If the downward trend continues, Intel will be at risk of staying in the Top 20 list of semiconductor companies.
Of course, even with this Friday news coverage there is something to be said for rewinding back in the week. What else was communicated in the news cycle?
Indeed, other news this week was the continuation of layoffs at Intel. Also, expect to see more actions like selling off parts of the Intel business that are not considered part of the core or outside of the restructuring lines.
https://www.techmeme.com/250711/p5#a250711p5
While 5 days isn’t the same as 5 years… news travels fast.
Intel “outperformed” NVIDIA… this week.
Enjoyed this post?
Consider supporting my sponsor!
🔓 Unlock Your Best Self with Lida Coaching! 50% off regular coaching rates until July 31, 2026!
A quick message from Lida:
With 18 years building, marketing, and scaling products at startups, I work with founders and leaders stuck between where they are and where they need to be. I help you cut through the noise, make sharper decisions, and get your team executing with clarity instead of chaos.
Most founders mistake complexity for strategy. They keep adding when they should be subtracting. When I'm brought in, the team is usually doing a lot right, and the real issue is focus and direction. I diagnose what's actually going wrong across product, positioning, and execution, then reset direction and get everyone aligned around one clear path forward that will lead to growth.
A bit of what I've done: I was the first PM on a fintech product that hit 10,000+ users within months, built a national incubator that supported over $500M in startup funding, and led teams at 23 Design before it was acquired by frog (the design team behind Apple’s first products). I've spoken at Google, Microsoft, and LinkedIn, etc.
🔓 Unlock Your Best Self with Lida Coaching! 50% off regular coaching rates until July 31, 2026!
