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.
8 matches for “Chip”; 4 quoted, at least 25 words apart.
…basis on 0.5 PDK and then starting to look at the test chip and look at how is our yield performance. And it's going to…
…fabless semiconductor companies in the world want to run their own test chips to assess the new foundry node, and they typically wait for PDK…
…PDK 0.5. So I guess the question is, have customers commence test chip designs or are they maybe even further along than that and customers…
…engaging about the PDK 0.5 and they are looking at the test chip. And also more important is a specific product they're going to run…
Where the listed words were said
…enterprise notebooks with our Core Ultra Series 3 lineup, formerly known as Panther Lake. And build on our most advanced Intel 18A manufacturing process. We…
…early ramp of Intel 18A to support the launch of Core Ultra Series 3 codenamed Panther Lake. We delivered fourth quarter non-GAAP earnings per share…
…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.
…to pursue our goals. We've navigated a market that has shifted from tariff-driven uncertainty in the first half to an intense AI-driven demand environment constrained…
…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