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 “Growth”; 5 quoted, at least 25 words apart.
…uniquely position us to capitalize on these AI-driven trends, capture sustainable profitable growth. This will not happen overnight, and our execution needs to continue to…
…for 2026. We will continue to position Intel to capture the significant growth opportunity AI presents across all our businesses. We will do this by…
…high end of the range we provided in October. We experienced strong growth across all our businesses, benefiting from the AI infrastructure build-out with AI…
…constraints across our own manufacturing network and with external suppliers which limited growth, especially in the second half. Full year non-GAAP gross margin was 36.7%…
…greater than 290 million units in 2025, marking 2 straight years of growth of the post-COVID bottom in 2023 and the fastest TAM growth since…
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…
…funding from the U.S. government and investments by the SoftBank Group and NVIDIA. In addition, we repaid $3.7 billion of debt. Looking back, 2025 marked…
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