Broadcom (AVGO): FY25 Q4 earnings call, Dec 11, 2025
On its Dec 11, 2025 earnings call (FY25 Q4), Broadcom said 5 of the 10 words Kalshi and Polymarket listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 5 settled yes · our count agreed on 10 of 10- 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 |
|---|---|---|---|---|---|---|
| OpenAI | Yes | 6 | 9 | ✓ | 16%transcripts from the transcript model | – |
| Hyperscaler | Yes | 2 | 2 | ✓ | 90%transcripts from the transcript model | – |
| Optic | Yes | 2 | 2 | ✓ | 46%transcripts from the transcript model | – |
| Tomahawk 6 | Yes | 1 | 1 | ✓ | 63%transcripts from the transcript model | – |
| Organic | Yes | 1 | 1 | ✓ | 38%transcripts from the transcript model | – |
| Acquisition | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 60%transcripts from the transcript model | – |
| Open Source | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| NVLink | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| Quantum | 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.
9 matches for “OpenAI”; 5 quoted, at least 25 words apart.
…could separately clarify whether your $1 billion of orders for the fifth customer is indeed OpenAI, which you made a separate announcement about. Thank you.
…didn't hear it in the answer was wanted to ask about the OpenAI contract that it's supposed to start in the second half of the…
…own XPUs. And let's leave it at that. As far as the OpenAI view that you have, I we appreciate the fact that it is…
…26. It's more like 27, 28, 29, 10 gigawatts. That was the OpenAI discussion. And that's I call it an agreement, an alignment where we're…
…if I understand you correctly, Hock, I think you were saying that OpenAI would be a general agreement so it's not binding maybe similar to…
Where the listed words were said
…exception of broadband. That's a simple summary of non-AI. With respect to OpenAI now before diving into the I'm just telling you what that 10…
…in or any system, in AI system, any AI system, used by hyperscalers that, yeah, we believe it begins to make sense to do it…
…copper as long as possible. And in scale up in no pluggable optics. The final final straw is when you can't do it well in…
…switches exceeds $10 billion as our latest 102 terabyte terabit per second Tomahawk six switch, the first and only one of its capability out there,…
…for fiscal year 2025. Our revenue hit a record $63.9 billion with organic growth accelerating to 24% year on year. Semiconductor revenue was $36.9 billion,…
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