Intel (INTC): FY26 Q1 earnings call, Apr 23, 2026
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.
UpdatedMarkets
15 words · 7 settled yes · our count agreed on 15 of 15- 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 |
|---|---|---|---|---|---|---|
| Xeon | Yes | 7 | 8 | ✓ | 89%n=2+tx from settlement history blended with transcripts | – |
| Panther Lake | Yes | 3 | 3 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| Security | Yes | 2 | 2 | ✓ | 79%n=2+tx from settlement history blended with transcripts | – |
| Apple | Yes | 2 | 2 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Mobileye | Yes | 1 | 1 | ✓ | 83%transcripts from the transcript model | – |
| Nvidia | Yes | 1 | 2 | ✓ | 79%n=2+tx from settlement history blended with transcripts | – |
| Ultra 3 / Ultra Series 3 | Yes | 1 | 1 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 78%n=2+tx from settlement history blended with transcripts | – |
| Arizona | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Desktop | No | 0 | 0 | ✓ | 63%n=1+tx from settlement history blended with transcripts | – |
| Trump | No | 0 | 0 | ✓ | 33%n=2+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 24%transcripts from the transcript model | – |
| Department of Defense | No | 0 | 0 | ✓ | 14%n=2+tx from settlement history blended with transcripts | – |
| Personal Computing | No | 0 | 0 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – |
| Smart Factory | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
11 matches for “Advanced”; 5 quoted, at least 25 words apart.
…this demand with three strategically important assets. Our x86 CPU franchise, our advanced packaging technology, and our vast manufacturing network. Artificial intelligence is now moving…
…finished goods output. We also continue to make steady progress on our advanced packaging technologies, including additional growth in customer backlog in the quarter. On…
…future product types on Intel 14A as well. At the time when advanced wafer capacity is in a short supply, this enables us to have…
…met key 14A milestones. Intel Foundry also added to its backlog of advanced packaging services and announced a multi-year expansion of our backend facilities in…
…in the AI era and the unprecedented demand for leading-edge wafers and advanced packaging to realize the vision of driving silicon-based intelligence to the edge…
Where the listed words were said
…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…
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…
…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…
…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…
…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…
…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…
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