AMD (AMD): FY25 Q2 earnings call, Aug 5, 2025
On its Aug 5, 2025 earnings call (FY25 Q2), AMD said 7 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 7 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
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 |
|---|---|---|---|---|---|---|
| GPU | Yes | 21 | 26 | ✓ | 96%transcripts from the transcript model | – |
| ROCm | Yes | 7 | 7 | ✓ | 90%transcripts from the transcript model | – |
| Frontier | Yes | 3 | 3 | ✓ | 64%transcripts from the transcript model | – |
| Automotive | Yes | 2 | 2 | ✓ | 67%transcripts from the transcript model | – |
| Export restriction | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | – |
| HPC | Yes | 1 | 1 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| healthcare | Yes | 1 | 1 | ✓ | 50%transcripts from the transcript model | – |
| MI300X | No | 0 | 0 | ✓ | 90%transcripts from the transcript model | – |
| Meta | No | 0 | 0 | ✓ | 77%transcripts from the transcript model | – |
| Triton | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| TSMC | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Milan | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Chiplet | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – |
| AI chip | No | 0 | 0 | ✓ | 13%n=1+tx from settlement history blended with transcripts | – |
| NVIDIA | No | 0 | 0 | ✓ | 13%n=1+tx from settlement history blended with transcripts | – |
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.
20 matches for “CPU”; 5 quoted, at least 25 words apart.
…that impacted Instinct sales. We set records for both EPYC and Ryzen CPU sales, reflecting the broad-based demand for our differentiated high-performance data center, PC…
…customers quickly realize that each token generated by a GPU triggers multiple CPU-intensive tasks. Against this backdrop, fifth-gen EPYC Turin shipments ramped significantly, and we…
…Instinct for large-scale deployments. Looking ahead, we remain bullish on our server CPU business, driven by durable tailwinds, including growing demand for cloud and on-prem…
…we're also expanding our system-level capabilities to support deployments powered by AMD CPUs, GPUs and NICs. As one example, Oracle is building a 27,000-plus node…
…multibillion-dollar collaboration with HUMAIN to build AI infrastructure powered entirely on AMD CPUs, GPUs and software. Initial deployments are underway in key regions with quarterly…
Where the listed words were said
…first developer cloud that provides preconfigured containers for instant access to AMD GPUs. We also expanded native support for ROCm across key frameworks, including vLLM…
…quarter increasing the performance, improving the usability and expanding the adoption of ROCm. We announced ROCm 7 with major upgrades across every layer of the…
…deliver up to a 10x generational performance increase for the most advanced Frontier models, and we believe it will be the highest-performance AI system in…
…significantly from the prior quarter, supported by new wins with large technology, automotive, manufacturing, financial services and public sector customers. To extend our momentum with…
…due to the $800 million inventory and related charges associated with the export restrictions. Excluding this charge, non-GAAP gross margin would have been approximately 54%.…
…enterprise wins with Forbes 2000 pharma, tech, automotive, financial services, aerospace and health care companies. We expect to continue growing our commercial client share based…
Agents: this page as TSV at /api/v1/appearances/amd:2025-08-05:earnings_call · words: /api/v1/brief?appearance=amd:2025-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP