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.
4 matches for “Nvidia”; 3 quoted, at least 25 words apart.
…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…
…MX and PTX high-speed routing platforms. Integrating our Juniper routing solutions with NVIDIA Spectrum Ethernet networking and NVIDIA BlueField three DPUs enables high-speed, secure, and…
…Maybe they are for their back half set of technologies, particularly with NVIDIA, Beta, and Ruby. So you have a combination of factors there. In…
Where the listed words were said
…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.…
…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…
…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…
…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…
Agents: this page as TSV at /api/v1/appearances/hewlett-packard-enterprise:2025-12-04:earnings_call · words: /api/v1/brief?appearance=hewlett-packard-enterprise:2025-12-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP