Micron (MU): FY26 Q1 earnings call, Dec 17, 2025
On its Dec 17, 2025 earnings call (FY26 Q1), Micron said 1 of the 11 words Kalshi listed; Parrot’s count agreed with 5 of 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 1 settled yes · our count agreed on 5 of 11- 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 |
|---|---|---|---|---|---|---|
| Portfolio | Yes | 11 | 11 | ✓ | 93%transcripts from the transcript model | – |
| Smartphone | No | 5 | 5 | ✗ | 93%n=1+tx from settlement history blended with transcripts | – |
| Inventory | No | 4 | 4 | ✗ | 96%n=1+tx from settlement history blended with transcripts | – |
| New York | No | 4 | 4 | ✗ | 59%transcripts from the transcript model | – |
| Automation | No | 2 | 2 | ✗ | 27%transcripts from the transcript model | – |
| Tariff | No | 1 | 1 | ✗ | 73%transcripts from the transcript model | – |
| Hyperscaler | No | 1 | 1 | ✗ | 16%transcripts from the transcript model | – |
| Nvidia | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Taiwan | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| Gaming | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – |
| Layoff | 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.
9 matches for “Bit shipment”; 5 quoted, at least 25 words apart.
…low to mid-teens previously. We expect calendar 2026 industry DRAM and NAND bit shipment growth to be constrained by industry supply. We expect both DRAM…
…during this time, and we expect to grow our DRAM and NAND bit shipments approximately 20% in calendar 2026. Despite significant efforts, we are disappointed…
…year, and represented 79% of total revenue. Sequentially, DRAM revenue increased 20%, bit shipments were up slightly, and prices increased 20%, driven by tight industry…
…revenue. CMBU revenue was up 16% sequentially, driven by an increase in bit shipments and higher prices. CMBU gross margins were 66%, higher by 620…
…total company revenue. CDBU revenue was up 51% sequentially, driven by robust bit shipments and higher pricing. CDBU gross margins were 51%, up 990 basis…
Where the listed words were said
…cars to advanced medical diagnostics. With our technology leadership, differentiated product portfolio, strong operational execution, and solid balance sheet, Micron Technology, Inc. is…
Agents: this page as TSV at /api/v1/appearances/micron:2025-12-17:earnings_call · words: /api/v1/brief?appearance=micron:2025-12-17:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP