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.
25 matches for “Data Center”; 5 quoted, at least 25 words apart.
…Total company revenue, DRAM and NAND revenue, as well as HBM and data center revenue, and revenue in each of our business units also reached…
…a system component to a strategic asset that dictates product performance from data center to the edge. This structural shift means that system capabilities heavily…
…we are ramping our G9 node with robust yield ramps across both data center and client SSDs. Our QLC NAND mix, including G9 QLC, reached…
…transform the global economy, our customers are committing to an extraordinary multiyear data center build-out. This growth in AI data center capacity is driving a…
…generation to generation. Micron Technology, Inc. has a differentiated portfolio of high-value data center solutions to address these requirements, including our HBM, high-capacity server memory…
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