Micron (MU): FY25 Q2 earnings call, Mar 20, 2025
On its Mar 20, 2025 earnings call (FY25 Q2), Micron said 9 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 9 settled yes · our count agreed on 15 of 15- Kalshi: company speakers
Kalshi
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 |
|---|---|---|---|---|---|---|
| Data Center | Yes | 27 | 28 | ✓ | 96%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 27 | 27 | ✓ | 92%transcripts from the transcript model | – |
| Inventory | Yes | 18 | 22 | ✓ | 95%transcripts from the transcript model | – |
| PC / Personal Computer | Yes | 15 | 15 | ✓ | 95%transcripts from the transcript model | – |
| Smartphone | Yes | 11 | 11 | ✓ | 92%transcripts from the transcript model | – |
| Bit shipment | Yes | 7 | 7 | ✓ | 82%transcripts from the transcript model | – |
| Automotive / Automobile | Yes | 6 | 6 | ✓ | 87%transcripts from the transcript model | – |
| Wafer | Yes | 5 | 5 | ✓ | 89%transcripts from the transcript model | – |
| China | Yes | 1 | 1 | ✓ | 44%transcripts from the transcript model | – |
| Cloud | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Memory market | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| DRAM Pricing | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| EU / European Union | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Memory cycle | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| NAND flash | 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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
22 matches for “Inventory”; 5 quoted, at least 25 words apart.
…data center NAND, demand moderated in fiscal Q2 due to short-term customer inventory-driven impacts, and we see a return to bit shipment growth in the…
…volume growth in calendar 2025 remain at low single-digit percentages. Smartphone customer inventory dynamics have played out as anticipated, leading to mobile DRAM and NAND…
…and consumer embedded customers are in the later stages of adjusting their inventory levels. In automotive, which comprises the largest portion of our EBU revenue,…
…than industry demand growth for both DRAM and NAND. We expect our inventory days to decline as we move through calendar 2025. We expect to…
…$1.1 billion, down 30% sequentially, as mobile customers continue to improve their inventory positions. Embedded business unit revenue was $1 billion, down 3% sequentially. Lower…
Where the listed words were said
…more firmly entrenched in our customers' high-value product roadmaps. In fiscal Q2, data center DRAM revenue reached a new record. HBM revenue grew more than…
…drivers, our plans for manufacturing, the impact of developing technologies such as AI, product ramp plans, technologies and market position, expected capabilities of our future…
…cash flows in the quarter were $857 million. Our fiscal Q2 ending inventory was $9 billion or 158 days, up as communicated previously, and an…
…our data center NAND market share in calendar 2025. We expect the PC market to grow mid-single digits in unit terms in calendar 2025, with…
…gigabyte or higher compared to the 8 gigabyte in last year's models. Smartphone OEMs are using Micron's industry-leading 9.6 gigabit per second LP5X DRAM to…
…and represented 76% of total revenue. Sequentially, DRAM revenue decreased 4%, with bit shipments decreasing in the high single-digit percentage range and prices increasing in…
…is well-positioned to capitalize on this trend with our industry-leading portfolio of automotive products. During the quarter, we announced the production readiness of the industry's…
…non-HBM products. In NAND, we continue to underutilize our fabs, and our wafer output is down mid-teens percentage from prior levels. We plan to reuse…
…that would be subject to newly announced tariffs on Canada, Mexico and China. We continue to monitor the possibility of future tariffs and are prepared…
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