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.
21 matches for “Data Center”; 5 quoted, at least 25 words apart.
…for semiconductor across the entire compute landscapes from AI accelerated and traditional data centers into the network and enterprise domains all the way out to…
…businesses. We will do this by strengthening our client franchise, advancing our data center, AI accelerator and ASICs strategies and continue to build trusted U.S.…
…AI infrastructure. The surge in AI workloads is driving massive demand for data centers, but cloud capacity alone cannot meet the scale of inference needed…
…road maps must advance together. To reinforce the alignment, I centralize our data center and AI businesses under Kevork, ensuring tight coordination across CPUs, GPUs…
…can. With Coral Rapids, we will also reintroduce multi-threading back into our data center road map. We also continue to work closely with NVIDIA to…
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…
…They also want to build some of the purpose-built silicon with the Xeon CPU included. And also, they are very interested about overall, how do…
…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…
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