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.
34 matches for “Growth”; 5 quoted, at least 25 words apart.
…year, despite the evolving dynamics related to tariffs and the regulatory environment. Growth accelerated for the fourth consecutive quarter year-over-year, driven by strength in our…
…our differentiated product portfolio and execution, and positions us well for strong growth in 2025. Turning to the segments, data center segment revenue increased 57%…
…test and measurement, communications, and aerospace markets will drive a return to growth in the second half of 2025. We completed initial shipments of our…
…Against this backdrop, we remain confident we can deliver strong double-digit-percentage revenue growth in 2025 based on accelerating share gains with our latest generation of…
…expanded set of customers and AI workloads. We also expect full year growth in our semi-custom business, and for our embedded business to return to…
Where the listed words were said
…result, first quarter revenue increased 36% year-over-year to $7.4 billion, as our data center and client and gaming segments both grew by a large double-digit…
…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…
…Tencent, and others in the quarter, including the initial wave of fifth-gen EPYC Turin instances. In addition, AWS launched new FPGA accelerated instances in the…
…performance for networking, storage, and industrial edge applications. Cisco selected our new EPYC-embedded processors for their latest high-end firewall solutions, and IBM is using them…
…EPYC instances was very strong in the quarter. The number of EPYC-powered cloud instances activated by Forbes 2000 enterprise customers more than doubled year-over-year, including…
…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…
…new export license requirement was put in place for MI308 shipments to China, the impact of which is included in our guidance. We expect revenue…
…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…
…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