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.
4 matches for “Tool”; 3 quoted, at least 25 words apart.
…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…
…we look back from 2021 through 2026, our total capital spending in tools and space in the U.S. is approaching $100 billion, significantly higher than…
…factory, and then we have to get it, once we're putting the tools in, it's got to be all the way to production ready before…
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…
…Foundry. During Q2, our factories across Intel 7, Intel 3, and Intel 18A exceeded internal volume targets, driven by improving yields, better cycle times, and…
…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…
…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.
…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…
…AI ecosystem but see this opportunity as important future growth driver. Our data center AI group delivered a solid quarter. Demand accelerated across cloud and…
…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…
…agentic AI. As we increasingly move from compute dominant by system on chip towards system in package, our advanced packaging and wafer foundry capabilities become…
…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…
…Turning to Intel products, we recently renamed our PC business to our Client Computing and Physical AI Group, or CCPG. We did this to recognize…
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