HPE: FY25 Q4 earnings call, Dec 4, 2025
On its Dec 4, 2025 earnings call (FY25 Q4), Hewlett Packard Enterprise said 8 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 8 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Backlog | Yes | 8 | 8 | ✓ | 91%transcripts from the transcript model | – |
| Synergy | Yes | 6 | 6 | ✓ | 62%transcripts from the transcript model | – |
| Execution | Yes | 5 | 5 | ✓ | 82%transcripts from the transcript model | – |
| Nvidia | Yes | 4 | 4 | ✓ | 88%transcripts from the transcript model | – |
| Morpheus | Yes | 3 | 3 | ✓ | 63%transcripts from the transcript model | – |
| Supercomputing / Super Computing | Yes | 2 | 2 | ✓ | 66%transcripts from the transcript model | – |
| Government | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | – |
| Quantum | Yes | 1 | 1 | ✓ | 43%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 85%transcripts from the transcript model | – |
| Shutdown / Shut Down | 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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Backlog”; 5 quoted, at least 25 words apart.
…for sovereign customers. Additionally, our AI server pipeline remains multiples of our backlog, underscoring the substantial interest we are seeing from sovereign and enterprise customers.…
…back-ended than our typical seasonality given the composition of our AI server backlog and pipeline. We are raising our full-year networking revenue growth outlook to…
…to 9%. Given the increasing mix of sovereign customers and our AI backlog, we expect the majority of the backlog to be realized in the…
…target range of mid-single-digit. This growth is driven by strength in our backlog and Juniper seasonality. We expect continued strength in the business and synergy…
…there. And, also, as you correctly said, some of the stronger networking backlog that we're seeing. So overall, look at the prudent guide. If we…
Where the listed words were said
…Obviously, some of that will cut into 2027 because you have the backlog conversion that has to take place. The one area that I am…
…scale, we are positioning HPE to capture greater market share and revenue synergies. Our networks for AI solutions grew in fiscal year 2025, where we…
…a transformative year with a record quarter of profitable growth and disciplined execution. Q4 revenue of $9.7 billion increased 14% year over year with non-GAAP…
…duplex 400 gigabits per second connectivity. Also in Barcelona, we extended the NVIDIA AI computing by portfolio, introducing new solutions for AI factory scale and…
…solutions, private cloud AI, and private cloud for virtualization with our HPE Morpheus VM Essential software ramped throughout the year. We set new milestones, including…
…that enriches data in real-time for AI pipelines. Finally, last month at Supercomputing 2025, we demonstrated our next-generation liquid-cooled Cray GX and supercomputing platform at…
…push out of the deals, look, there were some deals for the government related. They take time. They take time to really get the machine…
…latest generation eleven and twelve servers. These support greater workload performance with quantum-proof security, higher density, and lower power consumption. I am pleased that we…
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