NVIDIA (NVDA): FY25 Q4 earnings call, Feb 26, 2025
On its Feb 26, 2025 earnings call (FY25 Q4), NVIDIA said 9 of the 23 words Kalshi and Polymarket listed; Parrot’s count agreed with 22 of 23 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
23 words · 9 settled yes · our count agreed on 22 of 23- Kalshi: company speakers
Kalshi - Polymarket: named speaker only
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Blackwell | Yes | 49 | 52 | ✓ | 91%transcripts from the transcript model | – |
| Inference | Yes | 26 | 28 | ✓ | 95%transcripts from the transcript model | – |
| China | Yes | 4 | 5 | ✓ | 88%transcripts from the transcript model | – |
| Microsoft | Yes | 3 | 3 | ✓ | 81%transcripts from the transcript model | – |
| Grok | Yes | 3 | 3 | ✓ | 15%transcripts from the transcript model | – |
| CUDA | Yes | 2 | 2 | ✓ | 82%transcripts from the transcript model | – |
| Supply Chain | Yes | 2 | 3 | ✓ | 82%transcripts from the transcript model | – |
| Perplexity | Yes | 1 | 1 | ✓ | 41%transcripts from the transcript model | – |
| DeepSeek | Yes | 0 | 0 | ✗ | 15%transcripts from the transcript model | – |
| H100 | No | 0 | 0 | ✓ | 82%transcripts from the transcript model | – |
| H200 | No | 0 | 0 | ✓ | 82%transcripts from the transcript model | – |
| Oracle | No | 0 | 0 | ✓ | 64%transcripts from the transcript model | – |
| Tesla | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – |
| Amazon | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| TSMC/Taiwan Semiconductor Manufacturing Company | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – |
| Apple | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – |
| Taiwan | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – |
| Satya/Nadella | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – |
| AMD/Intel | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Buyback | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Elon/Musk | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| RTX 5080 | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
16 matches for “Enterprise”; 5 quoted, at least 25 words apart.
…are fueling demand for NVIDIA Corporation infrastructure and software as developers and enterprises leverage techniques such as fine-tuning, reinforcement learning, and distillation to tailor…
…AI market from pretraining, post-training, to inference across clouds, to on-premise, to enterprise. Its programmable architecture accelerates every AI model and over 4,400 applications ensuring…
…3x. Enhanced ad personalization, and deliver meaningful jumps in monetization and ROI. Enterprise revenue increased nearly 2x year on accelerating demand model fine-tuning. Agentic AI…
…Yesterday, Cisco announced integrating Spectrum X into their networking portfolio to help enterprises build AI infrastructure. With its large enterprise footprint and global reach, Cisco…
…the early days of software. The next wave's coming. Agentic AI for enterprise, physical AI for robotics. And Sovereign AI has different regions build out…
Where the listed words were said
…a record, up 16% sequentially and 93% year on year. As the Blackwell ramp commenced, and Hopper 200 continued to contribute growth, In Q4, Blackwell…
…and can collectively demand orders of magnitude more compute than pretraining. Our inference demand is accelerating. Driven by test time scaling and new reasoning models.…
…as a percentage of total data center revenue, data center sales in China remained well below levels seen onset of export controls. China shipments absent…
…inference costs 3x with NVIDIA Corporation Triton inference server and TensorRT LLM. Microsoft Bing achieved a 5x speedup at major TCO savings for visual search…
…is adopting the GV200 to train and inference its next generation of Grok AI models. Meta's cutting-edge Andromeda, advertising engine runs on NVIDIA Corporation's Grace…
…And the reason for that is because they're always things that because CUDA is so programmable, you could use it right well, one of the…
…course. The team did an amazing job recovery. And all of our supply chain partners and just so many people helped us recover at the…
Agents: this page as TSV at /api/v1/appearances/nvidia:2025-02-26:earnings_call · words: /api/v1/brief?appearance=nvidia:2025-02-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP