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.
12 matches for “Inventory”; 5 quoted, at least 25 words apart.
…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,…
…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…
…growth in the second half of the year, driven by the reduced inventory levels and improving demand environment. To capitalize on our unprecedented growth opportunities…
…estimated to be 43%, inclusive of approximately $800 million in charges for inventory and related reserves. Excluding this charge, our non-GAAP gross margin would be…
…are ramping, as well as, consoles have now drained all of their inventory. And so they are starting their ramp into the year. And from…
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…
…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…
Well, on the inventory side, we built some inventory primarily to support very strong client and the server ramp and also the second half data…
…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…
…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