Micron (MU): FY25 Q4 earnings call, Sep 23, 2025
On its Sep 23, 2025 earnings call (FY25 Q4), Micron said 6 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 of 10- 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 |
|---|---|---|---|---|---|---|
| PC / Personal Computer | Yes | 8 | 8 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Idaho | Yes | 2 | 2 | ✓ | 76%transcripts from the transcript model | – |
| Nvidia | Yes | 2 | 3 | ✓ | 59%transcripts from the transcript model | – |
| Cloud | Yes | 2 | 3 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| AI Application | Yes | 1 | 1 | ✓ | 62%transcripts from the transcript model | – |
| Expansion | Yes | 1 | 1 | ✓ | 61%transcripts from the transcript model | – |
| GPU | No | 0 | 1 | ✓ | 69%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Supply Chain | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 33%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.
24 matches for “Data Center”; 5 quoted, at least 25 words apart.
…to 41%. This performance was supported by the ramp of our high-value data center products and our broad-based DRAM pricing strength across end markets. The…
…the rest of our DRAM portfolio. In NAND, our higher mix to data center and improving industry conditions are contributing to profitability. Our fiscal Q1…
…supply capability beginning in calendar 2027. Turning to our end markets, in data center, we now expect calendar 2025 total server units to grow approximately…
…traditional and AI servers is driving strong demand for our DRAM products. Data centers require some of our most complex and high-value products, and meeting…
…product family, Micron has been the sole supplier of LPDRAM to the data center. In addition to our leadership in HPM and LP five, Micron…
Where the listed words were said
…to improve NAND demand and drive a healthier supply-demand environment. Turning to PCs, the end of life of Windows 10 and greater adoption of AI-enabled…
…of a key construction milestone for our new high-volume manufacturing fab in Idaho, with the first wafer output expected to begin in 2027. We began…
…filings, highlight the improvements in our profitability and changing business mix. The cloud memory business unit and core data center business unit combined represent the…
…not just in training, but in finance as well. And as the AI applications broaden, innovations increase, you know, greater different architectures, you know, all…
…So, yeah, we're focused on our execution. And, again, sequentially here, expect price mix and strong execution to drive that 580 basis point margin expansion.
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