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.
11 matches for “Desktop”; 5 quoted, at least 25 words apart.
…delivered record client CPU ASP driven by a richer mix of high-end desktop and mobile Ryzen processors. Desktop channel sellout increased by more than 50%…
…at leading global retailers. To build on this momentum, we extended our desktop CPU portfolio with the launch of our 16-core Ryzen 9 9950 X3D…
…ahead of the market in 2025, led by expanding adoption of our desktop channel and consumer and commercial notebook portfolio, as well as a richer…
…our businesses. We saw strength certainly in the client business, very strong desktop performance. We saw strength in our gaming business as well, which was…
…a real stronger mix in strength in our overall ASPs. So, the desktop channel, which is an area where we have a very strong, gaming…
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…
…capabilities and battery life, positioning Ryzen as a CPU of choice for gaming, ultra-thin, and commercial notebooks. Demand for AMD-based commercial PCs was also very…
…gained server CPU share driven by the ramp of our latest fifth-gen EPYC Turin processors and sustained demand for fourth-gen EPYC. Hyperscaler demand remained strong…
…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…
…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…
…strong, and we are working closely with our board partners to replenish inventory weekly and meet the sustained demand. We also introduced FSR 4, our…
…channel inventories have normalized, and demand signals have strengthened for 2025. For PC gaming, we launched our Radeon 9070 series to strong demand, as our…
…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…
…shipments ramp to support new enterprise and cloud deployments. More than 35 MI300 series platforms are in production from all the leading service providers, supporting…
…now using Instinct GPUs to serve a significant portion of their daily inference traffic. The depth and breadth of our customer engagements continues to expand…
…Pro GPUs on Azure, leveraging digital twin technology to significantly speed up automotive design and validation. Oracle launched a new version of its Exadata database…
…Longer term, we announced our next-gen EPYC Venice processors are the lead HPC products for TSMC's 2-nanometer process node. Venice silicon is in our labs…
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