Intel (INTC): FY25 Q4 earnings call, Jan 22, 2026
On its Jan 22, 2026 earnings call (FY25 Q4), Intel said 8 of the 13 words Kalshi 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
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 |
|---|---|---|---|---|---|---|
| Panther Lake | Yes | 5 | 5 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Ultra 3 / Ultra Series 3 | Yes | 4 | 4 | ✓ | 44%transcripts from the transcript model | – |
| Xeon | Yes | 3 | 4 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 3 | 3 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Security | Yes | 1 | 1 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 1 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – |
| Arizona | Yes | 1 | 1 | ✓ | 63%transcripts from the transcript model | – |
| Desktop | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – |
| Apple | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Department of Defense | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Personal Computing | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
| Smart Factory | No | 0 | 0 | ✓ | 12%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.
11 matches for “Advanced”; 5 quoted, at least 25 words apart.
…IP and know-how across silicon design, system level integration, wafer manufacturing and advanced packaging uniquely position us to capitalize on these AI-driven trends, capture sustainable…
…3 lineup, formerly known as Panther Lake. And build on our most advanced Intel 18A manufacturing process. We committed to deliver our first Series 3…
…remain focused on the long-term objective of building a world-class wafer and advanced packaging foundry anchored in trust, consistency, and execution. As I have said…
…are now shipping our first products built on Intel 18A, the most advanced semiconductor process developed and manufactured on U.S. soil. As stated earlier, yields…
…of 2027. We also have the opportunity to provide strong differentiation in advanced packaging, particularly with EMIB and EMIB-T. We are focusing on improving quality…
Where the listed words were said
…Intel 18A to support the launch of Core Ultra Series 3 codenamed Panther Lake. We delivered fourth quarter non-GAAP earnings per share of $0.15 versus…
…and the importance of our manufacturing assets as we launched Core Ultra Series 3 on Intel 18A, the most advanced process fully developed and manufactured…
…We also continue to work closely with NVIDIA to build a custom Xeon fully integrated with their NVLink technology to bring best-in-class x86 performance to…
…in the quarter and positive adjusted free cash flow of $2.2 billion. NVIDIA's $5 billion investment closed in Q4 as expected. For the full year,…
Our next question comes from the line of Vivek Arya from Bank of America Securities.
…These advanced wafers are rolling off our production lines in Oregon and Arizona here in the United States. Finally, our continued progress on Intel 14A…
…the path to fortify market share and profitability in both notebooks and desktops over the next several years. In addition, PC become an important part…
Agents: this page as TSV at /api/v1/appearances/intel:2026-01-22:earnings_call · words: /api/v1/brief?appearance=intel:2026-01-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP