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.
9 matches for “Portfolio”; 5 quoted, at least 25 words apart.
…track to deliver multibillion dollars in revenue in fiscal 2025 from our portfolio of high-capacity D5 modules and LP products for the data center. In…
…car. Micron 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…
…prices increasing in the mid-single-digit percentage range as a result of improving portfolio mix. Fiscal Q2 NAND revenue was $1.9 billion, up 18% year-over-year and…
…products, as mentioned earlier. Our ongoing high-value mix shift in our DRAM portfolio partially offset some of these factors. Operating expenses in fiscal Q2 were…
…OpEx to increase by over 10%, reflecting planned increases to support our portfolio of high-value products, including HBM. We expect DIO to decrease in the…
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…
…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…
…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…
…for the third fiscal quarter. We forecast growth in DRAM and NAND bit shipments in fiscal Q3. We forecast sequentially lower fiscal Q3 gross margin,…
…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…
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