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.
6 matches for “Helion”; 4 quoted, at least 25 words apart.
We recently launched Helion, a Venice reference design that enables turnkey EPYC rack-scale systems for agentic infrastructure. Customers can configure Helion for their workloads, from…
…in the industry. Every major server OEM and ODM plans to offer Helion, with the first systems shipping this quarter. Looking more broadly, demand for…
…Thank you. We've heard quite a bit of positive feedback on the Helion racks, and I wonder if you could talk a little bit about…
…Joe. Yes, there is quite a bit of positive excitement around the Helion racks, and I think the main point there is, these agentic racks,…
Where the listed words were said
…in our history as we began ramping our next-generation data center products. Revenue increased 45% year-over-year to $13.4 billion, driven by record EPYC and Instinct…
…as planned and EPYC adoption expanding across cloud, enterprise, and superintelligence workloads. Data center revenue growth has accelerated sequentially every quarter this year, with the…
…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…
…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.
…lead customers, including Anthropic, Meta, Microsoft, OpenAI, and Oracle, brought their first Helios racks online quickly. Customers are now running their latest models and workloads…
…we are seeing at the rack level. MI455X leads in compute FLOPS, memory capacity, and scale-out bandwidth. As Helios comes to market, it delivers an…
…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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