AMD (AMD): FY26 Q3 earnings call, Nov 3, 2026
On its Nov 3, 2026 earnings call (FY26 Q3), AMD said 15 of the 26 words Kalshi and Polymarket listed; Parrot’s count agreed with all 26 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
26 words · 15 settled yes · our count agreed on 26 of 26- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Revenue 15+ times | Yes | 68 | 68 | ✓ | 87%transcripts from the transcript model | – |
| Data Center | Yes | 60 | 60 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Growth 10+ times | Yes | 46 | 46 | ✓ | 87%transcripts from the transcript model | – |
| CPU 20+ times | Yes | 25 | 25 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| Helios | Yes | 16 | 19 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Memory / HBM | Yes | 9 | 12 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Frontier | Yes | 7 | 8 | ✓ | 62%n=2+tx from settlement history blended with transcripts | – |
| Inference / Inferencing | Yes | 3 | 3 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| OpenAI / ChatGPT | Yes | 3 | 3 | ✓ | 88%transcripts from the transcript model | – |
| Automotive / Automobile | Yes | 3 | 3 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Meta | Yes | 2 | 2 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| Healthcare | Yes | 2 | 2 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Microsoft / Azure | Yes | 1 | 1 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Oracle | Yes | 1 | 1 | ✓ | 69%n=1+tx from settlement history blended with transcripts | – |
| Debt | Yes | 1 | 1 | ✓ | 36%transcripts from the transcript model | – |
| AI / Artificial Intelligence 30+ times | No | 27 | 27 | ✓ | 80%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 90%n=2+tx from settlement history blended with transcripts | – |
| Agentic AI | No | 0 | 0 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| HPC / High-Performance Computing | No | 0 | 0 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Export Restriction / Export Control | No | 0 | 0 | ✓ | 49%n=1+tx from settlement history blended with transcripts | – |
| Intel | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – |
| Dividend | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
| TSMC | No | 0 | 0 | ✓ | 15%n=2+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 13%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 Nov 3, 2026 01:10 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
46 matches for “Growth”; 5 quoted, at least 25 words apart.
…$13.4 billion, driven by record EPYC and Instinct sales and strong embedded growth. Earnings per share grew even faster, increasing 74% to $2.09. We executed…
…doubled year-over-year. We significantly exceeded our previous outlook of more than 80% growth as we gained revenue share. Customers deployed EPYC across more applications, with…
We now expect Data Center segment revenue growth to accelerate in the fourth quarter and full-year segment revenue to more than double from 2025. Our…
…Instinct deployment plans, and we have secured more supply to support that growth. We now expect server revenue to double year over year in 2027…
…in 2027 and to drive the majority of our revenue and earnings growth. Looking further out, customer engagements for MI500 continue to progress very well.
Where the listed words were said
…sequentially every quarter this year, with the segment contributing 64% of total revenue in the third quarter, up from 47% just one year ago. We…
…the TAM grows to approximately $220 billion by 2030. Turning to our Data Center AI business, Frontier Labs, hyperscalers, and cloud providers expanded Instinct deployments…
…developers choose AMD to run and fine-tune models locally. We expect strong growth for Radeon AI PRO to continue, driven by our leadership performance per…
…added significant EPYC capacity in the quarter for personal and enterprise agents, which are quickly becoming the next killer app for CPUs in the cloud.
…online quickly. Customers are now running their latest models and workloads on Helios, and we are seeing very strong performance with the initial deployments. We…
…these markets, with per-socket leadership for cloud and agents, per-core leadership for enterprise and head nodes, and memory and I/O options tuned to each workload.
…MI355X racks over a single weekend with strong performance. Our work with Frontier Labs is already enabling their models to handle complex software development and…
…a highly experienced engineering team and specialized silicon built for low-latency, efficient inference. We plan to integrate their technology across our solutions portfolio to address…
As one example, OpenAI selected Turin EPYC processors as the host CPUs for its first custom accelerator platforms. In enterprise, EPYC server sell-through was a…
…banks in the world and seven of the 10 largest healthcare and automotive companies now use Ryzen PRO PCs. OEMs continue expanding their AMD-based commercial…
…the quarter, cash equivalents, and short-term investment were $15.8 billion. Our total debt was $7.1 billion, including $4.75 billion senior notes offering we completed in…
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