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.
13 matches for “Growth”; 5 quoted, at least 25 words apart.
…marks the fourth consecutive quarter of improved execution delivered by the underwriting growth in our core markets and the steady progress we are making to…
…architectures, hardware models and algorithms, at the same time, is fueling renewed growth of traditional compute as the underwriting data and the resulting insights continue…
…both refresh of the installed base and capacity expansion, fueled by rapid growth in tokenization, the increased demands around data storage and processing, and a…
…we are increasingly confident that the rapid adoption of AI is driving growth in traditional compute and reinforcing momentum across our businesses. In client, we…
…to approach 290 million units in 2025, marking 2 straight years of growth off the post-COVID bottom in 2023. This represents the fastest TAM growth…
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…
…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…
…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…
…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%…
…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