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.
54 matches for “Data center”; 5 quoted, at least 25 words apart.
…driven by significantly higher sales of EPYC, Instinct, Ryzen, and embedded processors. Data center revenue more than doubled year-over-year and now represents 58% of total…
…growth and earnings power in the years ahead. Turning to our segments, data center revenue grew 107% year-over-year to a record $6.7 billion, driven by…
…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…
…improvements benefiting the entire AMD ecosystem. Taking a step back, the overall data center market opportunity is expanding far more rapidly than we projected just…
…this larger opportunity, combined with the strength of our portfolio and growing customer visibility, is creating a steeper growth trajectory for our data center business.
Where the listed words were said
…available globally as providers broaden their offerings with new database storage and AI workloads. That expanding footprint is translating into growing adoption of EPYC in…
…year 2027 off a much higher base. Taken together, we now expect data center segment revenue to more than double year-over-year in 2027. Turning to…
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…
…providers expanded MI350 series availability. At our Advancing AI event, we launched Helios, our rack scale AI platform combining EPYC Venice CPUs, MI450 series GPUs,…
…leadership per core and per socket performance with a broad range of memory and IO configurations, giving customers greater flexibility to optimize performance, efficiency, and…
…by the strength of our Ryzen portfolio and growing commercial adoption. In gaming, revenue declined 31% year-over-year to $779 million, primarily due to lower semi-custom…
…history. Built on our all-new Zen 6 core and two nanometer technology, Venice extends EPYC leadership in performance and efficiency, delivering more than twice the…
…engineering collaboration using Claude to optimize workloads for Instinct CPUs and accelerate ROCm software development. We also expanded our longstanding partnership with Microsoft. Microsoft…
…and TCO gains. In 2027, our next generation platform combines MI500 series GPUs, Verona CPUs, and Pensando networking with expanded scale-up domains and both copper…
…to deliver the largest generational leap in Instinct history, putting us on track to increase inferencing performance more than 2,000 times in just four years.
…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…
…are actually very optimistic about how we manage the ramp of the MI450. At the same time, with the server business continue to improve and…
Agents: this page as TSV at /api/v1/appearances/amd:2026-08-04:earnings_call · words: /api/v1/brief?appearance=amd:2026-08-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP