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.
3 matches for “Physical AI”; 3 quoted, at least 25 words apart.
…to invest strategically while preserving our disciplined approach to cash flow management. Physical AI is already a multibillion dollar business addressing a multitrillion dollar opportunity,…
…supercharging existing applications and business models. And the transition to agentic and physical AI will be revolutionary, giving rise to new applications, companies, products, services.…
…know, whether whether it's autonomous vehicle companies or digital twins for for physical AI for for factories and the number of factories and warehouses being…
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…
…on Justin robotic computers. PTC and Siemens introduced new services that bring Omniverse powered digital twin workflows to their extensive installed base of customers. Companies…
…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…
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