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.
17 matches for “Datacenter”; 5 quoted, at least 25 words apart.
…previous generations, including Blackwell, Hopper, and Ampere, is fully utilized. Record Q3 data center revenue of $51 billion increased 66% year over year, a significant…
…multiple landmark build outs. XAI's Colossus two, the world's first gigawatt scale data center. Lilly's AI factory for drug discovery, the pharmaceutical industry's most powerful…
…in which the two will jointly develop a network of world-class GPU data centers anchored by the flagship 500 megawatt facility. Blackwell gained further momentum…
…disappointed in the current state, that prevents us from shipping more competitive data center compute products to China, we are committed to continued engagement with…
…redefined the manufacturability while remaining compatible with Grace Blackwell our supply chain data center ecosystem, and cloud partners have now mastered the build to installation…
Where the listed words were said
…double-digit growth across Spectrum X Ethernet and Quantum X InfiniBand. The world hyperscalers, a trillion-dollar industry, are transforming search recommendations, and content understanding from…
…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…
…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