Intel (INTC): FY25 Q3 earnings call, Oct 23, 2025
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.
UpdatedMarkets
13 words · 8 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Intel Foundry | Yes | 11 | 11 | ✓ | 94%transcripts from the transcript model | – |
| Nvidia | Yes | 8 | 12 | ✓ | 33%transcripts from the transcript model | – |
| Data Center | Yes | 6 | 7 | ✓ | 90%transcripts from the transcript model | – |
| Panther Lake | Yes | 5 | 5 | ✓ | 94%transcripts from the transcript model | – |
| AIPC | Yes | 5 | 5 | ✓ | 90%transcripts from the transcript model | – |
| Xeon | Yes | 2 | 2 | ✓ | 88%transcripts from the transcript model | – |
| Trump | Yes | 2 | 2 | ✓ | 31%transcripts from the transcript model | – |
| Security | Yes | 1 | 1 | ✓ | 73%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – |
| Department of Defense | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – |
| Personal Computing | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Shutdown / Shut Down | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Smart Factory | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Data Center”; 5 quoted, at least 25 words apart.
…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…
…7 limited our ability to fully meet demand in Q3 for both data center and client products. Non-GAAP gross margin was 40%, 4 percentage points…
…play a critical role today and will going forward within the AI data center as AI usage expands and especially as inference workloads outpaced that…
…And that will be driving some of the new product that custom data center and PC product and that really optimize for the AI era.…
…a multiyear process to get there. But it's more pronounced on the data center side. Not only do we not have the right cost structure,…
Where the listed words were said
…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.…
…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…
…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…
…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…
…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…
…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