Intel (INTC): FY25 Q3 earnings call, Oct 23, 2025

Thu, Oct 23Earnings callSpeaker-labelled transcriptIntel

On its Oct 23, 2025 earnings call (FY25 Q3), Intel said 8 of the 13 words Kalshi and Polymarket listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 8 settled yes · our count agreed on 13 of 13

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Intel Foundry Yes1111✓94%transcripts from the transcript model–
Nvidia Yes812✓33%transcripts from the transcript model–
Data Center Yes67✓90%transcripts from the transcript model–
Panther Lake Yes55✓94%transcripts from the transcript model–
AIPC Yes55✓90%transcripts from the transcript model–
Xeon Yes22✓88%transcripts from the transcript model–
Trump Yes22✓31%transcripts from the transcript model–
Security Yes11✓73%transcripts from the transcript model–
Tariff No00✓78%transcripts from the transcript model–
Department of Defense No00✓35%transcripts from the transcript model–
Personal Computing No00✓16%transcripts from the transcript model–
Shutdown / Shut Down No00✓16%transcripts from the transcript model–
Smart Factory No00✓16%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 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

0 matches for “CPU / Central Processing Unit”.

Where the listed words were said

Lip-Bu Tancompany“Intel Foundry” · prepared

…that features enhanced memory and bandwidth to meet enterprise needs. Turning to Intel Foundry. Our momentum continues. We are making steady progress on Intel 18A.…

Lip-Bu Tancompany“Nvidia” · prepared

…This includes accelerated funding from the United States government, important investments from NVIDIA and SoftBank Group and monetizing portion of Altera and Mobileye. The action…

David Zinsnercompany“Data Center” · prepared

…to migrate to Windows 11, and AI PC adoption is growing. In data center, the accelerating build-out of AI infrastructure is positive for server CPU…

Lip-Bu Tancompany“Panther Lake” · prepared

…function computing. In client, we are on track to launch our first Panther Lake SKU by year-end, followed by additional SKUs in the first half…

David Zinsnercompany“AIPC” · qa

…ship about 100 million units by the end of this year on AI PC, and we're going to be first order in that range. So…

David Zinsnercompany“Xeon” · prepared

…in the quarter even as supply constraints limited additional upside. Our latest Xeon 6 processors, code-named Granite Rapids, offer significant benefits, including up to 68%…

Lip-Bu Tancompany“Trump” · prepared

…leading-edge logic R&D and manufacturing. We are fully committed to advancing the Trump administration's vision to restoring semiconductor production and proudly welcome the U.S. government…

Lip-Bu Tancompany“Security” · prepared

…for sustainable long-term growth as we execute. In addition, with unmatched compatibility, security and flexibility by virtue of being the largest installed base of general…

Agents: this page as TSV at /api/v1/appearances/intel:2025-10-23:earnings_call · words: /api/v1/brief?appearance=intel:2025-10-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP