Intel (INTC): FY26 Q2 earnings call, Jul 23, 2026
On its Jul 23, 2026 earnings call (FY26 Q2), Intel said 13 of the 31 words Kalshi and Polymarket listed; Parrot’s count agreed with all 31 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
31 words · 13 settled yes · our count agreed on 31 of 31- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Quarter 10+ times | Yes | 53 | 53 | ✓ | 85%transcripts from the transcript model | Hear it 0:35, Quarter 10+ times | – |
| Panther Lake / 18A | Yes | 30 | 31 | ✓ | 96%transcripts from the transcript model | Hear it 5:25, Panther Lake / 18A | – |
| AI / Artificial Intelligence 5+ times | Yes | 23 | 23 | ✓ | 91%transcripts from the transcript model | Hear it 3:03, AI / Artificial Intelligence 5+ times | – |
| CPU / Central Processing Unit | Yes | 22 | 22 | ✓ | 96%transcripts from the transcript model | Hear it 4:04, CPU / Central Processing Unit | – |
| Growth 5+ times | Yes | 21 | 21 | ✓ | 74%transcripts from the transcript model | Hear it 2:29, Growth 5+ times | – |
| Foundry | Yes | 17 | 20 | ✓ | 96%transcripts from the transcript model | Hear it 3:31, Foundry | – |
| Advanced | Yes | 10 | 10 | ✓ | 92%transcripts from the transcript model | Hear it 4:05, Advanced | – |
| Data Center 5+ times | Yes | 8 | 8 | ✓ | 69%transcripts from the transcript model | Hear it 10:31, Data Center 5+ times | – |
| Security | Yes | 5 | 5 | ✓ | 79%n=3+tx from settlement history blended with transcripts | Hear it 13:15, Security | – |
| Tool | Yes | 4 | 4 | ✓ | 83%transcripts from the transcript model | Hear it 24:34, Tool | – |
| Chip | Yes | 3 | 3 | ✓ | 87%transcripts from the transcript model | Hear it 14:46, Chip | – |
| Backlog | Yes | 2 | 2 | ✓ | 44%transcripts from the transcript model | Hear it 8:56, Backlog | – |
| Client Computing | Yes | 1 | 1 | ✓ | 26%transcripts from the transcript model | Hear it 9:21, Client Computing | – |
| Mobileye | No | 0 | 0 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – | |
| Nvidia | No | 0 | 0 | ✓ | 82%n=3+tx from settlement history blended with transcripts | – | |
| Ultra 3 / Ultra Series 3 | No | 0 | 0 | ✓ | 73%n=2+tx from settlement history blended with transcripts | – | |
| Government | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – | |
| Arizona | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – | |
| Restructuring | No | 0 | 0 | ✓ | 48%transcripts from the transcript model | – | |
| Desktop | No | 0 | 0 | ✓ | 45%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 44%n=3+tx from settlement history blended with transcripts | – | |
| Apple | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – | |
| Lab | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – | |
| Trump | No | 0 | 0 | ✓ | 29%n=3+tx from settlement history blended with transcripts | – | |
| China | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – | |
| Siemens | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – | |
| Iran | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Node Ramp | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – | |
| Dividend | No | 0 | 0 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – | |
| Income 10+ times | No | 0 | 0 | ✓ | 6%transcripts from the transcript model | – | |
| Fiscal 10+ times | No | 0 | 0 | ✓ | 6%transcripts from the transcript model | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
9 matches for “Intel Foundry”; 5 quoted, at least 25 words apart.
Let me talk first about Intel Foundry. My confidence in our foundry process roadmap has grown significantly since joining over a year ago. I am…
…to meet the challenge. The successful volume ramp of 18A for our internal products provide important validations as our Intel Foundry engages with external customers.
…volume ramp of 18A for our internal products provides important validations as Intel Foundry engages with external customers. We still have work to do to…
…are clear. Leverage on our x86 computing franchise to strengthen our product leadership and establish Intel Foundry as a world-class wafer and packaging foundry business.
…enterprise, and telco applications, which scale from 10 GbE-200 GbE. Turning to Intel Foundry, revenue of $5.8 billion was up 6% sequentially on higher fab…
Where the listed words were said
…our CFO, David Zinsner. Lip-Bu will open up with comments on second quarter results and update the progress we're making on strategic priorities. Dave will…
…targets, driven by improving yields, better cycle times, and increasing wafer starts. 18A output increased meaningfully in the quarter. Yields continue to track ahead of…
…Cloud will help to accelerate the transformation as we fully embrace an AI-first mentality through our operations. We also continue to strengthen our leadership team…
…from this strong, sustained demand with three strategically important assets, our x86 CPU franchise, our advanced packaging technology, and our vast wafer foundry network. As…
…beginning to show tangible results. Today, we are seeing the strongest revenue growth in more than 15 years. Our cultural transformation continues. Our organization is…
…system on chip towards system in package, our advanced packaging and wafer foundry capabilities become increasingly vital assets. Our strategy is clear and pace of…
…Q2 to fully commit to high volume ramp in 2028. Lastly, on advanced packaging, customer interest for EMIB-T continue to be very high. Technology is…
…guide. Collectively, our AI-driven businesses grew greater than 70% year-over-year, including record data center growth, and contributed approximately 70% of revenue. It's important to note…
…compute, and eventually accelerators. Our recently announced collaboration with Fortinet for their security processor is a strong step forward in our ASIC strategy in the…
…significantly versus our expectations entering the year. We're also aggressively locking in tool purchase orders from our vendors, accelerating our clean room build-outs, and actively…
Yeah, maybe I can start first, Then Dave can chip in. I think clearly it's a good question. I think I mentioned earlier the demand…
…and we progress. On the packaging side, we are already getting significant backlogs, so we already know we need to ramp that up, and that's…
Agents: this page as TSV at /api/v1/appearances/intel:2026-07-23:earnings_call · words: /api/v1/brief?appearance=intel:2026-07-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP