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.
15 matches for “PC”; 5 quoted, at least 25 words apart.
…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…
…applications in the future, are key catalysts that drive this growth. AI PCs required a minimum of 16 gigabytes of DRAM, with many models requiring…
…client market, and completed qualifications of our 2650 mainstream SSDs at multiple PC OEMs. Turning to mobile. Our expectations for smartphone unit volume growth in…
…be the way we had projected. And of course, the smartphone and PC markets are also seeing more and more devices that have AI implemented.…
…of the business in smartphones, particularly in smartphones as well as in PCs are improving as the customers are getting closer to their normal inventory…
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…
…demand trend with respect to AI PCs and increasing penetration of AI PCs. AI PCs require greater DRAM content than what was in the past,…
…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…
…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