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.
10 matches for “China”; 5 quoted, at least 25 words apart.
…Revenue declined year-over-year as U.S. export restrictions effectively eliminated MI308 sales to China, and we began transitioning to our next-generation MI350 series accelerators. We made…
…forward with the review of our license applications to export MI308 to China. We appreciate the focus the Trump administration is placing on assuring that…
…offset the impact of the U.S. export controls, restricting MI308 sales to China. Revenue increased 3% sequentially due to strong growth in the Client and…
…outlook does not include any revenue from AMD Instinct MI308 shipment to China as our license applications are currently under review by U.S. government. For…
…I was hopeful you could provide us a little more color on China. So the guide doesn't include MI308, but perhaps you could comment on…
Where the listed words were said
…compute infrastructure as customers quickly realize that each token generated by a GPU triggers multiple CPU-intensive tasks. Against this backdrop, fifth-gen EPYC Turin shipments ramped…
…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…
…more than 1/3 of the world's fastest supercomputers, including El Capitan and Frontier, which retained the #1 and #2 spots on the latest Top 500…
…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