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.
3 matches for “Nvidia”; 3 quoted, at least 25 words apart.
…platform and customer qualifications with HBM. Micron's HBM3E 8-high is designed into NVIDIA's GB200 system, and our HBM3E 12-high is designed into the GB300. In…
…Attached Memory Module form factor. Micron's SOCAMM was developed in collaboration with NVIDIA to support the GB300. LPDRAM in a SOCAMM form factor enables easier…
…performance, mainstream and capacity SSDs. Our high-performance 9550 SSD, which is on NVIDIA GB200 NVL72-approved vendor list, completed qualifications at multiple customers. During the quarter,…
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…
…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…
…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…
…mainstream SSDs at multiple PC OEMs. Turning to mobile. Our expectations for smartphone unit volume growth in calendar 2025 remain at low single-digit percentages. Smartphone…
…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…
…mobile G9 managed NAND-based UFS 4.1 solution in densities of 1 terabyte. Automotive OEMs, industrial and consumer embedded customers are in the later stages of…
…between node transitions, along with sustained reductions in NAND industry CapEx and wafer capacity. NAND industry wafer capacity underutilization can help to improve the near-term…
…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…
Agents: this page as TSV at /api/v1/appearances/micron:2025-03-20:earnings_call · words: /api/v1/brief?appearance=micron:2025-03-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP