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.
13 matches for “Shipment”; 5 quoted, at least 25 words apart.
…a new milestone of over $1 billion of quarterly revenue. Our HBM shipments were ahead of our plans, demonstrating strong execution of our ongoing ramp.…
…expect fiscal Q3 revenue to be another record for Micron, driven by shipment growth across both DRAM and NAND. We see the combination of AI…
…leadership with the launch of our 1-gamma node and the industry's first shipments of 1-gamma-based D5 products last month. Micron's 1-gamma is our first DRAM…
…We anticipate HBM3E 12-high will comprise the vast majority of our HBM shipments in the second half of calendar 2025. We are making good progress…
…to short-term customer inventory-driven impacts, and we see a return to bit shipment growth in the months ahead. In calendar Q4 2024, based on industry…
Where the listed words were said
…HBM4 and HBM4E solutions. Micron has led the adoption of LP in data center. In AI servers, Micron's LP lowers memory power consumption by over…
…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…
…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…
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