The True Cost of Intel's Reset: Understanding the $18.7 Billion Write-down

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    10 minutes
Write your awesome label here.
Course overview
Intel's massive $18.7 billion writedown isn't just an accounting footnote - it's a revealing window into the semiconductor giant's future. While Wall Street focuses on the non-cash nature of these charges, the real story lies deeper: in what these impairments signal about future cash flows, strategic missteps during the pandemic's peak, and Intel's broader competitive reset. When a company writes down nearly $19 billion in assets and goodwill while beating quarterly estimates, it's time to look beyond the headlines and understand what this contradiction reveals about Intel's transformation and true intrinsic value.

Available as part of our Premium Plus subscription tier.

What's included?

  • 1 video
  • How should analysts interpret an impairment charge?
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This analysis is essential viewing for tech investors and semiconductor industry professionals who want to understand how Intel's massive writedown signals deeper strategic shifts beyond the accounting headlines. It's particularly valuable for anyone analyzing tech company turnarounds or needing to connect financial metrics to fundamental business value.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

New Content Drops

What's trending on the platform now

EMEA Sell-Side Analyst

From the App Store
I've tried tonnes of apps like this, but this one simply worked better in every way possible

Buy-side analyst

From the App Store
What a little gem in the world of financial training. Not the usual rehashed academic stuff, but realistic, practical, immediately applicable, well explained, young and modern financial content

M&A Analyst

From the App Store
The delivery is concise, entertaining and easy to follow

Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
Empty space, drag to resize