AMD (AMD): FY26 Q2 earnings call, Aug 4, 2026
On its Aug 4, 2026 earnings call (FY26 Q2), AMD said 22 of the 24 words Kalshi and Polymarket listed; Parrot’s count agreed with 23 of 24 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
24 words · 22 settled yes · our count agreed on 23 of 24- 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 |
|---|---|---|---|---|---|---|---|
| AI / Artificial Intelligence 20+ times | Yes | 69 | 69 | ✓ | 81%transcripts from the transcript model | Hear it 3:17, AI / Artificial Intelligence 20+ times | – |
| Data Center 10+ times | Yes | 54 | 54 | ✓ | 83%transcripts from the transcript model | Hear it 3:04, Data Center 10+ times | – |
| CPU 20+ times | Yes | 35 | 35 | ✓ | 65%transcripts from the transcript model | Hear it 4:03, CPU 20+ times | – |
| Helios | Yes | 21 | 26 | ✓ | 88%transcripts from the transcript model | Hear it 7:35, Helios | – |
| Memory / HBM | Yes | 17 | 23 | ✓ | 91%transcripts from the transcript model | Hear it 6:32, Memory / HBM | – |
| Game / Gaming 5+ times | Yes | 11 | 11 | ✓ | 84%transcripts from the transcript model | Hear it 12:53, Game / Gaming 5+ times | – |
| Venice | Yes | 10 | 10 | ✓ | 82%transcripts from the transcript model | Hear it 5:54, Venice | – |
| ROCm | Yes | 9 | 9 | ✓ | 92%n=1+tx from settlement history blended with transcripts | Hear it 7:43, ROCm | – |
| GPU 10+ times | Yes | 9 | 9 | ✗ | 80%transcripts from the transcript model | Hear it 7:41, GPU 10+ times | – |
| Inference / Inferencing | Yes | 8 | 9 | ✓ | 93%transcripts from the transcript model | Hear it 7:26, Inference / Inferencing | – |
| Microsoft / Azure | Yes | 6 | 6 | ✓ | 62%transcripts from the transcript model | Hear it 4:33, Microsoft / Azure | – |
| Supply Chain | Yes | 5 | 6 | ✓ | 85%transcripts from the transcript model | Hear it 39:33, Supply Chain | – |
| MI450 / MI455X | Yes | 4 | 5 | ✓ | 85%transcripts from the transcript model | Hear it 7:40, MI450 / MI455X | – |
| OpenAI | Yes | 4 | 4 | ✓ | 84%transcripts from the transcript model | Hear it 8:07, OpenAI | – |
| Meta | Yes | 4 | 4 | ✓ | 60%n=1+tx from settlement history blended with transcripts | Hear it 8:08, Meta | – |
| Agentic AI | Yes | 3 | 3 | ✓ | 70%transcripts from the transcript model | Hear it 5:40, Agentic AI | – |
| Frontier | Yes | 2 | 2 | ✓ | 53%n=1+tx from settlement history blended with transcripts | Hear it 8:43, Frontier | – |
| China | Yes | 1 | 1 | ✓ | 88%n=1+tx from settlement history blended with transcripts | Hear it 1:15, China | – |
| Desktop | Yes | 1 | 1 | ✓ | 88%transcripts from the transcript model | Hear it 45:31, Desktop | – |
| HPC / High-Performance Computing | Yes | 1 | 1 | ✓ | 58%transcripts from the transcript model | Hear it 6:43, HPC / High-Performance Computing | – |
| Oracle | Yes | 1 | 1 | ✓ | 52%transcripts from the transcript model | Hear it 4:34, Oracle | – |
| Export Restriction / Export Control | Yes | 1 | 1 | ✓ | 52%transcripts from the transcript model | Hear it 1:12, Export Restriction / Export Control | – |
| Pipeline | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – | |
| TSMC | No | 0 | 0 | ✓ | 17%n=1+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 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.
35 matches for “CPU”; 5 quoted, at least 25 words apart.
…accelerators. In server, we delivered our fifth consecutive quarter of record server CPU revenue, with cloud and enterprise sales each growing more than 70% year-over-year,…
Looking ahead, agentic AI is creating a new growth vector for server CPUs, spanning high-frequency AI host nodes, high-density agentic servers, and general-purpose cloud and…
…efficiency, delivering more than twice the performance per watt of leading x86 CPUs and up to 3.3x the performance per watt of leading Arm-based CPUs.…
…At our Advancing AI event, we launched Helios, our rack scale AI platform combining EPYC Venice CPUs, MI450 series GPUs, Pensando networking, and ROCm software.
…a multi-year joint engineering collaboration using Claude to optimize workloads for Instinct CPUs and accelerate ROCm software development. We also expanded our longstanding partnership with…
Where the listed words were said
…ago, reflecting the rapidly expanding scale of our server and data center AI businesses. Our record results mark another clear step up in AMD's financial…
…share across cloud and enterprise in the coming quarters. Turning to our data center AI business, revenue more than doubled year-over-year, driven by strong demand…
…gains. In 2027, our next generation platform combines MI500 series GPUs, Verona CPUs, and Pensando networking with expanded scale-up domains and both copper and optical-based…
…AI companies and cloud providers building their next generation infrastructure on AMD. Helios is now in production with initial shipments on track to begin later…
…powered by our new Gorgon Halo processor, featuring an industry-leading 192 gigabytes of unified memory and can run models with up to 300 billion parameters.
…revenue to more than double year-over-year in 2027. Turning to client and gaming, segment revenue grew 6% year-over-year to $3.8 billion. In client, revenue increased…
…We enter the second half with strong momentum across our businesses. With Venice and MI450X now in production, initial Helios shipments set to begin this…
Turning to our AI software stack, ROCm has reached an important inflection point with the performance, capabilities, and developer experience customers need to deploy AI…
…past year. We introduced ROCm.AI, our new AI-assisted development platform for AMD GPUs, last month. ROCm.AI lets developers use today's leading coding agents, including Claude,…
…ROCm.AI delivers more than twice the training performance and more than three times the inferencing performance of ROCm 7 across a broad range of models.
…the significant inflection point in server demand, we've been working across our supply chain. That's wafers, that's back-end capacity, that's substrates, that's all of the…
In Data Center AI, the growing number and scale of Helios and MI450 Series Instinct deployments position the business for significant growth in the second…
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