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.
4 matches for “DDR5”; 4 quoted, at least 25 words apart.
…Micron Technology, Inc. has completed multiple OEM qualifications of our 16-gigabit, 1-gamma-based DDR5 and our G9-based PCIe Gen4 QLC SSDs. Turning to mobile, smartphone unit…
…further challenging the supply environment due to the three-to-one trade ratio with DDR5, and this trade ratio only increases with future generations of HBM. Additional…
…to ask you about customer LTAs. I know we are hearing about DDR5 that's being bundled with HBM, and in some cases, even NAND. So…
…or can you let that price, more or less float a little bit given how strong demand is like, you know, DDR5 does, for example?
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