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.
26 matches for “Helios”; 5 quoted, at least 25 words apart.
…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,…
…to 30% more tokens per dollar than the competition. Customer pull for Helios is very strong and tracking ahead of our initial forecasts. In addition…
…development. We also expanded our longstanding partnership with Microsoft. Microsoft will deploy Helios at scale on Azure for frontier model inferencing across Microsoft, its AI…
…quarter and into 2027 to meet very strong customer demand. Looking beyond Helios, we plan to launch a new rack scale AI platform every year…
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…
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…
…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…
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…
…momentum across our businesses. With Venice and MI450X now in production, initial Helios shipments set to begin this quarter, Ryzen PRO CPUs driving continued commercial…
…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…
…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…
…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…
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.
…EPYC Genoa families. In cloud, hyperscalers continued expanding EPYC across their internal infrastructure and public cloud offerings, including AWS, Microsoft, Google, Oracle, and others.
…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…
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