Intel (INTC): FY26 Q3 earnings call, Oct 29, 2026
On its Oct 29, 2026 earnings call (FY26 Q3), Intel said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 6 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Panther Lake / 18A | Yes | 35 | 40 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Foundry | Yes | 12 | 13 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Clearwater Forest | Yes | 3 | 3 | ✓ | 49%transcripts from the transcript model | – |
| Arizona | Yes | 2 | 2 | ✓ | 35%n=3+tx from settlement history blended with transcripts | – |
| Desktop | Yes | 2 | 2 | ✓ | 33%n=3+tx from settlement history blended with transcripts | – |
| Security | Yes | 1 | 1 | ✓ | 83%n=4+tx from settlement history blended with transcripts | – |
| NVIDIA | No | 0 | 0 | ✓ | 66%n=4+tx from settlement history blended with transcripts | – |
| Mobileye | No | 0 | 0 | ✓ | 63%n=2+tx from settlement history blended with transcripts | – |
| Ultra 3 / Ultra Series 3 | No | 0 | 0 | ✓ | 56%n=3+tx from settlement history blended with transcripts | – |
| Government | No | 0 | 0 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| Client Computing | No | 0 | 0 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Fortinet | No | 0 | 0 | ✓ | 38%transcripts from the transcript model | – |
| Apple | No | 0 | 0 | ✓ | 30%n=3+tx from settlement history blended with transcripts | – |
| Dividend | No | 0 | 0 | ✓ | 11%n=2+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 30, 2026 14:50 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
Where the listed words were said
…become one of the fastest-ramping server products. Clearwater Forest, our first Intel 18A server products, is shipping for revenue. Demand for 2027 is significant, especially…
…over the next several quarters. I want to thank our substrate memory foundry equipment suppliers for their strong partnership and collaborations as we work together…
…this month at the Open Compute Project Global Summit, we demonstrated select Clearwater Forest configurations that scale beyond 46,000 cores per rack at approximately 133…
…as is in the ramp of the 18A in both Oregon and Arizona, including Fab 62, our second high-volume 18A fab. In New Mexico and…
…aspect of Nova Lake is we've had a bit of a hole in our portfolio for high-end desktop, and Nova Lake filled in that gap
Certainly. Our next question comes from the line of Vivek Arya from Bank of America Securities.
Agents: this page as TSV at /api/v1/appearances/intel:2026-10-29:earnings_call · words: /api/v1/brief?appearance=intel:2026-10-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP