NVIDIA (NVDA): FY26 Q3 earnings call, Nov 19, 2025
On its Nov 19, 2025 earnings call (FY26 Q3), NVIDIA said 8 of the 17 words Kalshi and Polymarket listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
17 words · 8 settled yes · our count agreed on 17 of 17- 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 | Market |
|---|---|---|---|---|---|---|
| Hyperscaler | Yes | 9 | 9 | ✓ | 57%transcripts from the transcript model | – |
| Omniverse | Yes | 4 | 4 | ✓ | 89%n=2+tx from settlement history blended with transcripts | – |
| TSMC | Yes | 3 | 3 | ✓ | 62%transcripts from the transcript model | – |
| Gaming | Yes | 2 | 2 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| H20 | Yes | 1 | 1 | ✓ | 82%transcripts from the transcript model | – |
| Cosmos | Yes | 1 | 1 | ✓ | 66%n=1+tx from settlement history blended with transcripts | – |
| Self Driving | Yes | 1 | 1 | ✓ | 61%transcripts from the transcript model | – |
| Automation | Yes | 1 | 1 | ✓ | 42%transcripts from the transcript model | – |
| Humanoid | No | 0 | 0 | ✓ | 59%transcripts from the transcript model | – |
| Talent | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Domestic | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Arizona | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
| Taiwan | No | 0 | 0 | ✓ | 35%n=1+tx from settlement history blended with transcripts | – |
| GM / General Motors | No | 0 | 0 | ✓ | 28%transcripts from the transcript model | – |
| VR / Virtual Reality | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
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.
14 matches for “CUDA”; 5 quoted, at least 25 words apart.
…recommendations, and content understanding from classical machine learning to generative AI. NVIDIA CUDA excels at both and is the ideal platform for this transition, driving…
…new partner, Palantir, is supercharging the incredibly popular ontology platform with NVIDIA CUDA X libraries and AI models for the first time. Previously, like most…
…computing cost for our customers. The long useful life of NVIDIA Corporation's CUDA GPUs is a significant TCO advantage over accelerators. CUDA's compatibility and our…
…new ones, and increasing throughput with every software release. Most accelerators without CUDA and NVIDIA Corporation's time-tested and versatile app architecture became obsolete within a…
…support Anthropics fast growth. We will collaborate to optimize anthropic models for CUDA, and deliver the best possible performance, efficiency, and TCO. We will also…
Where the listed words were said
…such as Facebook and Threads. Analyst expectations for the top CSPs and hyperscalers in 2026 aggregate CapEx have continued to increase and now sit roughly…
…NVIDIA Corporation's three computer architecture to train on NVIDIA Corporation. Test on Omniverse computer, and deploy real world AI on Justin robotic computers. PTC and…
…and redundancy in our global supply chain. Last month, in partnership with TSMC, we celebrated the first Blackwell wafer produced on US soil. We'll continue…
…software stack. We have evolved over the past twenty-five years from a gaming GPU company to now an AI data center infrastructure company. Our ability…
…thirteenth quarter since exception recorded approximately $2 billion in revenue in Q3. H '20 sales were approximately $50 million. Sizable purchase orders never materialized in…
…revenue was $592 million, up 32% year over year primarily driven by self-driving solutions. We are partnering with Uber to scale the world's largest level…
…are building Omniverse Digital Twin factories to accelerate AI driven manufacturing and automation. Agility robotics, Amazon robotics, Figure, and skilled at AI are building our…
Agents: this page as TSV at /api/v1/appearances/nvidia:2025-11-19:earnings_call · words: /api/v1/brief?appearance=nvidia:2025-11-19:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP