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.
22 matches for “Cloud”; 5 quoted, at least 25 words apart.
…$3.2 billion. We saw robust demand across our EPYC portfolio to power cloud and enterprise workloads and increasingly for emerging AI use cases. In particular,…
…our prior-generation EPYC processors. As a result, we set records for both cloud and enterprise CPU sales and delivered our 33rd consecutive quarter of year-over-year…
…launched in the quarter, including multiple Turin instances from Google and Oracle Cloud that deliver up to twice the performance of our previous generation, which…
…offerings. This continued expansion is accelerating enterprise adoption of EPYC in the cloud, with deployments growing significantly from the prior quarter as we closed large…
…to power its 5G virtualized network. And Nokia selected EPYC for its cloud platform used by service providers to build, deploy and manage core network…
Where the listed words were said
…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 AI…
…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…
…Turning to our Data Center AI business. Revenue declined year-over-year as U.S. export restrictions effectively eliminated MI308 sales to China, and we began transitioning to…
…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