Intel (INTC): FY26 Q1 earnings call, Apr 23, 2026

Thu, Apr 23Earnings callSpeaker-labelled transcriptIntel

On its Apr 23, 2026 earnings call (FY26 Q1), Intel said 7 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.

Updated

Markets

15 words · 7 settled yes · our count agreed on 15 of 15

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Xeon Yes78✓89%n=2+tx from settlement history blended with transcripts–
Panther Lake Yes33✓94%n=2+tx from settlement history blended with transcripts–
Security Yes22✓79%n=2+tx from settlement history blended with transcripts–
Apple Yes22✓25%n=1+tx from settlement history blended with transcripts–
Mobileye Yes11✓83%transcripts from the transcript model–
Nvidia Yes12✓79%n=2+tx from settlement history blended with transcripts–
Ultra 3 / Ultra Series 3 Yes11✓67%n=1+tx from settlement history blended with transcripts–
Tariff No00✓78%n=2+tx from settlement history blended with transcripts–
Arizona No00✓72%n=1+tx from settlement history blended with transcripts–
Desktop No00✓63%n=1+tx from settlement history blended with transcripts–
Trump No00✓33%n=2+tx from settlement history blended with transcripts–
Dividend No00✓24%transcripts from the transcript model–
Department of Defense No00✓14%n=2+tx from settlement history blended with transcripts–
Personal Computing No00✓11%n=2+tx from settlement history blended with transcripts–
Smart Factory No00✓11%n=2+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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Lip-Bu Tancompany“Xeon” · prepared

…continued to run ahead of supply for all our businesses, especially for Xeon server CPUs, where we expect sustained momentum this year and next. Intel…

David Zinsnercompany“Panther Lake” · qa

If you look at Panther Lake volume increases, it's going to be going up, I don't know, 6x or 7x in the second quarter relative…

David Zinsnercompany“Security” · prepared

…Xeon remains the most deployed host CPU due to its industry-leading memory, security, and networking orchestration. Lastly, DCAI also established a multi-year collaboration with SambaNova…

David Zinsnercompany“Apple” · qa

…Vivek, that beyond the product side, we have another bite at the apple or maybe multiple bites at the apple on the foundry side. We…

David Zinsnercompany“Mobileye” · prepared

…million and was up 9% sequentially due to a strong quarter for Mobileye. Collectively, the category delivered an operating profit of $102 million. Now turning…

David Zinsnercompany“Ultra 3 / Ultra Series 3” · prepared

…yields, and lower operating expenses. Within the quarter, CCG launched Core Ultra Series 3 and expanded our offerings across consumer, commercial, and edge. This has…

Agents: this page as TSV at /api/v1/appearances/intel:2026-04-23:earnings_call · words: /api/v1/brief?appearance=intel:2026-04-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP