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.
6 matches for “Supply Chain”; 5 quoted, at least 25 words apart.
…MI308 shipments as licenses are approved, subject to end customer demand and supply chain readiness. As our licenses are still under review, we are not…
…but perhaps you could comment on when you get approval, if the supply chain is ready, what's currently in inventory? And maybe compare what you…
…licenses are approved, we will start MI308 shipments. In terms of the supply chain, most of our inventory was not in finished goods, so it…
…9 months, that type of thing. We have a very, very strong supply chain. We've been preparing for these ramps of both MI350 series and…
…a little bit of time to kind of ramp and get the supply chain to satisfy the demand. But I'm curious, the $800 million write-down…
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…
…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…
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