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.
20 matches for “Inference”; 5 quoted, at least 25 words apart.
…compute aggressively to scale intelligence. The three scaling laws pretraining, post-training, and inference remain intact. In fact, we see a positive virtuous cycle emerging whereby…
…f p four while meeting the MLPerf's strict accuracy standards. In semianalysis, inference max benchmark, Blackwell achieved the highest performance and lowest total cost of…
…extreme codesign approach NVIDIA Corporation Dynamo, an open source, low latency, modular inference framework has now been adopted by every major cloud service provider leveraging…
…We excel at every phase of AI. From pre-training and post-training to inference. And with our two-decade in CUDA x acceleration libraries, we are also…
…all the clouds that they they deploy in, whether it's training and inference, runs NVIDIA Corporation, and we we love working with them. The partnership…
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…
…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