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.
23 matches for “Foundry”; 5 quoted, at least 25 words apart.
…center, AI accelerator and ASICs strategies and continue to build trusted U.S. foundry. Let me start with our core x86 franchise, which remains the most…
…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 before, building…
…an increased mix of outsourced products and seasonally higher operating expenses. Intel Foundry delivered revenue of $4.5 billion, up 6.4% sequentially on increased EUV wafer…
…by projects with the U.S. government and the deconsolidation of Altera. Intel Foundry operating loss in Q4 was $2.5 billion and $188 million worse quarter-over-quarter…
…to prioritize internal supply to our server end markets. We expect Intel Foundry revenue up double digits quarter-over-quarter, helped by continued mix shift to EUV…
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