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.
4 matches for “Oracle”; 4 quoted, at least 25 words apart.
…public services. More than 30 new instances launched from Alibaba, AWS, Google, Oracle, Tencent, and others in the quarter, including the initial wave of fifth-gen…
…leveraging digital twin technology to significantly speed up automotive design and validation. Oracle launched a new version of its Exadata database platform, which is used…
…second half of this year. As one example, we are partnering with Oracle to deploy a large-scale cluster powered by MI355X accelerators, fifth-gen EPYC Turin…
…of deals that have been announced, including a very important relationship with Oracle in terms of the MI350 series for a number of joint customers.…
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…
…expected to ramp into production over the coming quarters. Enterprise adoption of EPYC instances was very strong in the quarter. The number of EPYC-powered cloud…
…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…
…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…
…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…
…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…
…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