Dell (DELL): FY26 Q3 earnings call, Nov 25, 2025
On its Nov 25, 2025 earnings call (FY26 Q3), Dell said 2 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 2 settled yes · our count agreed on 12 of 12- 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 |
|---|---|---|---|---|---|---|
| EPS Growth | Yes | 1 | 2 | ✓ | 69%transcripts from the transcript model | – |
| AI Factory | Yes | 1 | 1 | ✓ | 67%transcripts from the transcript model | – |
| Dividend 3+ times | No | 2 | 2 | ✓ | 50%transcripts from the transcript model | – |
| Windows 10 | No | 0 | 0 | ✓ | 83%transcripts from the transcript model | – |
| New Product | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Confidence | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Dell Pro Max | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| RTX Pro 6000 | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| PowerEdge / Power Edge | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| Nvidia 5+ times | No | 0 | 1 | ✓ | 28%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Zoho | No | 0 | 0 | ✓ | 16%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.
4 matches for “Data Center”; 3 quoted, at least 25 words apart.
…traditional server and storage remains unchanged from last quarter supported by continued data center modernization and consolidation and above market growth in Dell IP storage.…
…We focus on optimizing performance per watt. Performance per dollar at the data center level, We focus on our services, our value add and deployment,…
…last quarter's double digit performance. We continue to see modernization in the data center consolidation in the data center, which is reflected in the fact…
Where the listed words were said
…about next year. We are highly confident in our ability to drive EPS growth, supported by multiple levers including leveraging our go to market engine,…
…customers value unique ability to design, deploy, and maintain large at scale AI factories especially our engineering and rapid deployment capabilities. We have AI racks…
Agents: this page as TSV at /api/v1/appearances/dell:2025-11-25:earnings_call · words: /api/v1/brief?appearance=dell:2025-11-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP