Will AMD say “Inventory”?

AMD said “Inventory” 2 times on its Aug 4, 2026 call (FY26 Q2), and on 7 of its last 8 calls: 3, 6, 11, 9, 0, 5, 1, 2 times. As of Oct 24, 2026, AMD said “Inventory” on the only call with a settled Kalshi mention market so far, on May 6, 2025. Parrot’s p for the next listing is 80% (n=1, from settlement history blended with transcripts), not a forecast.

80%from settlement history blended with transcripts · n=1counts: company speakers
Last 10
1/1Last 10 settled, oldest to newest: yes
Streak
said last time
Counts
company speakers
Updated

Where it was said

quotes of at most 25 words; select an appearance

AMD

Inventory

Probability
80% · n=1
Settled
1/1 (100%)
Last calls
said in 7 of 8

Next listing counts: company speakers

FY26 Q2 earnings call, Aug 4, 2026 · said 2 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

2 counted (2 in prepared remarks, 0 in Q&A).

Matt Ramsaycompanyprepared · 1:10Hear it 1:05, Matt Ramsay In transcript

…a reminder, our second quarter 2025 results included approximately $800 million of inventory and related charges associated with US export control restrictions on MI308 shipments…

Jean Hucompanyprepared · 22:40Hear it 22:40, Jean Hu In transcript

…in cash from continuing operations and $1.6 billion in free cash flow. Inventory increased sequentially to approximately $8.5 billion to support strong data center demand.…

FY26 Q1 earnings call, May 5, 2026 · said 1 time (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

1 counted (1 in prepared remarks, 0 in Q&A).

Jean HucompanypreparedIn transcript

…25% of revenue, demonstrating the cash generating power of our business model. Inventory was roughly flat at $8 billion. At the end of the quarter,…

FY25 Q4 earnings call, Feb 3, 2026 · said 5 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

5 counted (4 in prepared remarks, 1 in Q&A).

Jean HucompanypreparedIn transcript

…from the release of $306 million in previous page writing down MI308 inventory reserves. Excluding the inventory reserve release and the MI308 revenue from China,…

Jean HucompanypreparedIn transcript

…$1.2 billion or 30% a year ago. Reflecting higher revenue and the inventory reserve release partially offset by continued investment to support our AI hardware…

Every match in the transcript

FY25 Q3 earnings call, Nov 4, 2025 · not said

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FY25 Q2 earnings call, Aug 5, 2025 · said 9 times (counts)

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FY25 Q1 earnings call, May 6, 2025 · said 11 times (counts)

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FY24 Q4 earnings call, Feb 4, 2025 · said 6 times (counts)

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FY24 Q3 earnings call, Oct 29, 2024 · said 3 times (counts)

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
May 6, 2025InventoryKalshiYes11

Questions

How many times did AMD say “Inventory” on its last earnings call?
AMD said “Inventory” 2 times on its Aug 4, 2026 call (FY26 Q2), and on 7 of its last 8 calls: 3, 6, 11, 9, 0, 5, 1, 2 times.
How often does AMD say “Inventory”?
As of Oct 24, 2026, AMD said “Inventory” on the only call with a settled Kalshi mention market so far, on May 6, 2025.
What is the probability AMD says “Inventory” next time?
80%, from settlement history blended with transcripts (n=1). It is a base rate from history, not a forecast and not advice.
Who has to say it for the market to count?
Under the next market's rule: company speakers.

Cite parrot.markets, “AMD: ‘Inventory’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/AMD/words/inventory (CC BY 4.0)

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