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.
28 matches for “Inference”; 5 quoted, at least 25 words apart.
…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.…
…is revolutionary. Transformer engine is built for LLM. And mixer of experts inference. And its NVLink domain delivers 14x the throughput of PCIe Gen 5.…
…its screenshot feature. Perplexity sees 435 million monthly queries and reduced its inference costs 3x with NVIDIA Corporation Triton inference server and TensorRT LLM. Microsoft…
…demand for inference. Many of the early GV200 deployments are earmarked for inference. A first for a new architecture. Blackwell addresses the entire AI market…
…pace of innovation are unmatched. We're driven to a 200% reduction in inference cost in just the last two years. We delivered the lowest TCO…
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…
…agentic AI. For example, XAI is adopting the GV200 to train and inference its next generation of Grok AI models. Meta's cutting-edge Andromeda, advertising engine…
…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…
…enhances the Ethernet for AI computing and has been a huge success. Microsoft Azure OCI, Fortease, and others are building large AI factories with SpectrumX.…
…the more the model thinks the smarter the answer. Models like OpenAI's Grok 3, DeepSeq R1, are reasoning models that apply inference time scale. Reasoning…
…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…
…across a range of applications, including customer support, fraud detection, and product supply chain and inventory management. Leading AI agent platform providers, including SAP and…
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