Well, in this case, isn't it still that simple? Actual results came in better than expectations (hence the "delta" you are referring to) What metric did Intel

Well, in this case, isn't it still that simple? Actual results came in better than expectations (hence the "delta" you are referring to) What metric did Intel beat on? This quarter EPS/revenue/some metric/growth? Or guidance for upcoming quarter less bad than expected? All it takes is one or two "good" things and everything else with "in line as bad as expected", as you know.