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.
32 matches for “Foundry”; 5 quoted, at least 25 words apart.
Turning to Intel Foundry, the accelerating deployment of AI infrastructures creates a meaningful opportunity for us as we continue to build our external foundry business.…
…AI inference architecture combining SambaNova's RDUs and Intel Xeon 6 processors. Intel Foundry delivered revenue of $5.4 billion, up 20% sequentially on increased EUV wafer…
…to support both internal and external customer evaluations. As a reminder, Intel Foundry carries the bulk of the costs associated with the early ramp of…
…expectations, drove steady improvements in yields, and met key 14A milestones. Intel Foundry also added to its backlog of advanced packaging services and announced a…
…continue to push for gross margin expansion. It's my top priority. Our foundry team is delivering consistent yield and throughput improvements across all process nodes,…
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…
Certainly. Our next question comes from the line of Vivek Arya from Bank of America Securities. Your question, please.
…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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