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.
10 matches for “Venice”; 5 quoted, at least 25 words apart.
…high-density agentic servers, and general-purpose cloud and enterprise workloads. Our 6th-gen EPYC Venice family is purpose-built for this expanding range of workloads and delivers one…
…up to 3.3x the performance per watt of leading Arm-based CPUs. The Venice family includes more than 30 processors that combine leadership per core and…
Venice is in production now, with every major OEM on track to launch platforms and the leading cloud providers planning deployments beginning later this year.…
…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.
…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…
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…
…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…
…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…
…actually a real family of CPUs that you need. From our standpoint, Venice is absolutely leadership in all of the categories. Whether you're talking about…
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…
…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…
…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