AMD (AMD): FY25 Q1 earnings call, May 6, 2025
On its May 6, 2025 earnings call (FY25 Q1), AMD said 14 of the 20 words Kalshi listed; Parrot’s count agreed with all 20 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
20 words · 14 settled yes · our count agreed on 20 of 20- 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 | 34 | 39 | ✓ | 96%transcripts from the transcript model | – |
| Gaming | Yes | 23 | 23 | ✓ | 94%transcripts from the transcript model | – |
| EPYC | Yes | 22 | 23 | ✓ | 95%transcripts from the transcript model | – |
| Embedded | Yes | 14 | 15 | ✓ | 94%transcripts from the transcript model | – |
| Cloud | Yes | 12 | 13 | ✓ | 95%transcripts from the transcript model | – |
| Inventory | Yes | 11 | 12 | ✓ | 86%transcripts from the transcript model | – |
| PC / Personal Computer | Yes | 6 | 6 | ✓ | 94%transcripts from the transcript model | – |
| China | Yes | 6 | 12 | ✓ | 36%transcripts from the transcript model | – |
| MI300 | Yes | 5 | 5 | ✓ | 93%transcripts from the transcript model | – |
| Inference | Yes | 3 | 5 | ✓ | 88%transcripts from the transcript model | – |
| Automotive / Automobile | Yes | 3 | 3 | ✓ | 49%transcripts from the transcript model | – |
| Graphic | Yes | 2 | 2 | ✓ | 75%transcripts from the transcript model | – |
| HPC | Yes | 1 | 1 | ✓ | 58%transcripts from the transcript model | – |
| Xilinx | Yes | 1 | 1 | ✓ | 39%transcripts from the transcript model | – |
| Custom silicon | No | 0 | 2 | ✓ | 32%transcripts from the transcript model | – |
| AI Chip | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Buyback | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| GPU shortage | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| NVIDIA | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| 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 “Cloud”; 5 quoted, at least 25 words apart.
…processors and sustained demand for fourth-gen EPYC. Hyperscaler demand remained strong as cloud providers expanded EPYC deployments to power their critical infrastructure and public services.…
…data and compute intensive workloads like genomics, multimedia processing, network security, and cloud-based video broadcasting. Every major cloud provider is deep in development on Turin…
…major performance and cost improvements by broadly deploying EPYC instances across its multi-cloud infrastructure. At the same time, we're also actively partnering with leading application…
…EPYC offerings that deliver unmatched performance, efficiency, and TCO across every major cloud and enterprise data center workload. We passed key milestones in April to…
…double-digit percentage year-over-year, as MI325X shipments ramp to support new enterprise and cloud deployments. More than 35 MI300 series platforms are in production from all…
Where the listed words were said
…consecutive quarter year-over-year, driven by strength in our core businesses and expanding data center and AI momentum. Revenue and EPS both exceeded consensus estimates as…
…our advancing AI event on June 12th. Turning to our client and gaming segment, segment revenue increased 28% year-over-year to $2.9 billion. Client revenue grew…
…Fortune Global 100. The latest Exadata X11m has been optimized for fifth-gen EPYC processors to deliver up to 25% faster performance in transaction processing and…
…with support expected to reach 75 titles by yearend. Turning to our embedded segment, first quarter revenue decreased 3% year-over-year to $823 million. Embedded demand…
…search, ranking, and recommendation use cases. We also added multiple tier one cloud and enterprise customers in the quarter, including one of the largest frontier…
…lower semi-custom sales. While our semi-custom SoC sales declined year-over-year, console channel inventories have normalized, and demand signals have strengthened for 2025. For PC gaming,…
…the quarter. We also saw strong demand for our latest generation AI PC processors as sales ramped, increasing by more than 50% quarter-on-quarter. The first…
…environments, including the recently announced export controls for Instinct MI308X shipments to China, we believe they are more than offset by the powerful tailwinds from…
…following the launch of DeepSeek-R1 model, we introduced ROCm optimizations that enabled MI300 to deliver leadership inferencing throughput. We released ROCm 6.4 in the quarter…
…think, we have demonstrated that with MI300 that we are an excellent inference solution. And that holds true for 35 and 353 series as well.…
…quarter, driven by new public sector wins and high-volume deployments with large automotive, semiconductor, financial services, retail, energy, and technology companies. We have built significant…
…positive reviews. These new processors set the standard for traditional computing and graphics performance while also delivering unmatched AI capabilities and battery life, positioning Ryzen…
Agents: this page as TSV at /api/v1/appearances/amd:2025-05-06:earnings_call · words: /api/v1/brief?appearance=amd:2025-05-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP